Kovitz Investment Group Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.2M | Sell |
541,670
-1,800
| -0.3% | -$103K | 0.69% | 32 |
|
|
2026
Q1 | $33M | Sell |
543,470
-31,687
| -6% | -$1.85M | 0.76% | 30 |
|
|
2025
Q4 | $31M | Sell |
575,157
-220,625
| -28% | -$10.6M | 0.69% | 32 |
|
|
2025
Q3 | $35.9M | Buy |
795,782
+18,128
| +2% | +$847K | 0.14% | 142 |
|
|
2025
Q2 | $36M | Buy |
777,654
+524,013
| +207% | +$25.7M | 0.15% | 125 |
|
|
2025
Q1 | $15.5M | Buy |
253,641
+458
| +0.2% | +$26.7K | 0.08% | 204 |
|
|
2024
Q4 | $14.3M | Sell |
253,183
-31,278
| -11% | -$1.75M | 0.07% | 210 |
|
|
2024
Q3 | $13.5M | Buy |
284,461
+48,436
| +21% | +$2.27M | 0.1% | 182 |
|
|
2024
Q2 | $9.8M | Buy |
236,025
+106,337
| +82% | +$4.76M | 0.08% | 180 |
|
|
2024
Q1 | $7.03M | Buy |
129,688
+10,163
| +9% | +$518K | 0.09% | 165 |
|
|
2023
Q4 | $6.13M | Sell |
119,525
-27,401
| -19% | -$1.44M | 0.1% | 121 |
|
|
2023
Q3 | $8.53M | Buy |
146,926
+4,209
| +3% | +$258K | 0.15% | 81 |
|
|
2023
Q2 | $9.13M | Sell |
142,717
-19,346
| -12% | -$1.3M | 0.13% | 77 |
|
|
2023
Q1 | $11.2M | Sell |
162,063
-9,311
| -5% | -$657K | 0.2% | 63 |
|
|
2022
Q4 | $12.3M | Sell |
171,374
-3,823
| -2% | -$288K | 0.24% | 58 |
|
|
2022
Q3 | $12.5M | Sell |
175,197
-3,562
| -2% | -$258K | 0.29% | 48 |
|
|
2022
Q2 | $13.8M | Sell |
178,759
-30,795
| -15% | -$2.35M | 0.31% | 51 |
|
|
2022
Q1 | $15.3M | Buy |
209,554
+22,636
| +12% | +$1.52M | 0.29% | 51 |
|
|
2021
Q4 | $11.6M | Sell |
186,918
-37,026
| -17% | -$2.17M | 0.27% | 55 |
|
|
2021
Q3 | $13.3M | Sell |
223,944
-973
| -0.4% | -$64.1K | 0.26% | 51 |
|
|
2021
Q2 | $15M | Buy |
224,917
+37,212
| +20% | +$2.43M | 0.3% | 50 |
|
|
2021
Q1 | $11.8M | Buy |
187,705
+1,012
| +0.5% | +$63K | 0.28% | 58 |
|
|
2020
Q4 | $11.6M | Sell |
186,693
-23,147
| -11% | -$1.42M | 0.28% | 55 |
|
|
2020
Q3 | $12.7M | Buy |
209,840
+3,642
| +2% | +$219K | 0.35% | 48 |
|
|
2020
Q2 | $12.1M | Sell |
206,198
-14,647
| -7% | -$876K | 0.37% | 48 |
|
|
2020
Q1 | $12.3M | Buy |
220,845
+1,635
| +0.7% | +$99.9K | 0.44% | 47 |
|
|
2019
Q4 | $14.1M | Sell |
219,210
-1,249
| -0.6% | -$71.5K | 0.41% | 44 |
|
|
2019
Q3 | $11.2M | Buy |
220,459
+23,933
| +12% | +$1.12M | 0.36% | 48 |
|
|
2019
Q2 | $8.91M | Buy |
196,526
+106,934
| +119% | +$4.98M | 0.28% | 58 |
|
|
2019
Q1 | $4.27M | Buy |
89,592
+72,745
| +432% | +$3.62M | 0.14% | 118 |
|
|
2018
Q4 | $876K | Buy |
+16,847
| New | +$905K | 0.03% | 205 |
|
Other funds holding BMY
Kovitz Investment Group Partners's BMY Position: Q2 2026 in Review
Kovitz Investment Group Partners reduced its Bristol-Myers Squibb (BMY) stake by 0.33% in Q2 2026, selling an estimated $103K and leaving 541,670 shares worth $31.2M. The position accounts for 0.69% of the portfolio, ranked #32.
Kovitz Investment Group Partners first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $36M in Q2 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Kovitz Investment Group Partners held 541,670 shares of Bristol-Myers Squibb worth $31.2M as of Q2 2026.
- Kovitz Investment Group Partners sold 1,800 Bristol-Myers Squibb shares in Q2 2026, an estimated $103K.
- Bristol-Myers Squibb made up 0.69% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #32 holding.
- Kovitz Investment Group Partners first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
- Kovitz Investment Group Partners's Bristol-Myers Squibb position peaked at $36M in Q2 2025.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.