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KRS Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

KRS Capital Management’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$680K Buy
11,808
+4
+0% +$230 0.32% 55
2026
Q1 		$716K Buy
11,804
+30
+0.3% +$1.75K 0.44% 47
2025
Q4 		$635K Buy
11,774
+10
+0.1% +$481 0.37% 59
2025
Q3 		$531K Sell
11,764
-2,017
-15% -$94.2K 0.32% 63
2025
Q2 		$638K Sell
13,781
-880
-6% -$43.2K 0.43% 54
2025
Q1 		$894K Buy
14,661
+2,697
+23% +$157K 0.71% 29
2024
Q4 		$677K Sell
11,964
-77
-0.6% -$4.3K 0.48% 48
2024
Q3 		$623K Buy
12,041
+1,127
+10% +$52.9K 0.45% 49
2024
Q2 		$453K Sell
10,914
-3,346
-23% -$150K 0.34% 65
2024
Q1 		$773K Sell
14,260
-209
-1% -$10.6K 0.62% 34
2023
Q4 		$742K Sell
14,469
-1,106
-7% -$58.1K 0.69% 37
2023
Q3 		$904K Sell
15,575
-855
-5% -$52.4K 0.96% 24
2023
Q2 		$1.05M Buy
16,430
+122
+0.7% +$8.18K 1.05% 20
2023
Q1 		$1.13M Buy
16,308
+219
+1% +$15.4K 1.27% 17
2022
Q4 		$1.16M Buy
16,089
+753
+5% +$56.8K 1.58% 12
2022
Q3 		$1.09M Buy
15,336
+80
+0.5% +$5.8K 1.5% 13
2022
Q2 		$1.17M Buy
15,256
+89
+0.6% +$6.78K 1.67% 12
2022
Q1 		$1.11M Sell
15,167
-67
-0.4% -$4.5K 1.2% 17
2021
Q4 		$949K Buy
+15,234
New +$894K 0.81% 24

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KRS Capital Management's BMY Position: Q2 2026 in Review

KRS Capital Management increased its Bristol-Myers Squibb (BMY) stake by 0.03% in Q2 2026, buying an estimated $230 and bringing the position to 11,808 shares worth $680K. The position accounts for 0.32% of the portfolio, ranked #55.

KRS Capital Management first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q2 2022. 895 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • KRS Capital Management held 11,808 shares of Bristol-Myers Squibb worth $680K as of Q2 2026.
  • KRS Capital Management bought 4 Bristol-Myers Squibb shares in Q2 2026, an estimated $230.
  • Bristol-Myers Squibb made up 0.32% of KRS Capital Management's portfolio in Q2 2026, its #55 holding.
  • KRS Capital Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • KRS Capital Management's Bristol-Myers Squibb position peaked at $1.17M in Q2 2022.
  • 895 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on KRS Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.