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

Lazari 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	$992K	Buy	17,208 +737	+4%	+$42.3K	0.31%	57
2026 Q1	$999K	Sell	16,471 -2	-0%	-$117	0.35%	54
2025 Q4	$889K	Sell	16,473 -328	-2%	-$15.8K	0.3%	55
2025 Q3	$758K	Sell	16,801 -1,481	-8%	-$69.2K	0.26%	65
2025 Q2	$846K	Sell	18,282 -167	-0.9%	-$8.2K	0.32%	52
2025 Q1	$1.13M	Sell	18,449 -1,965	-10%	-$115K	0.46%	41
2024 Q4	$1.15M	Sell	20,414 -2,076	-9%	-$116K	0.46%	35
2024 Q3	$1.16M	Sell	22,490 -673	-3%	-$31.6K	0.5%	37
2024 Q2	$962K	Sell	23,163 -1,535	-6%	-$68.7K	0.43%	41
2024 Q1	$1.34M	Sell	24,698 -1,058	-4%	-$53.9K	0.73%	28
2023 Q4	$1.32M	Sell	25,756 -570	-2%	-$29.9K	0.76%	27
2023 Q3	$1.53M	Sell	26,326 -4,800	-15%	-$294K	0.91%	24
2023 Q2	$1.99M	Buy	+31,126	New	+$2.09M	1.12%	18

Other funds holding BMY

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Lazari Capital Management increased its Bristol-Myers Squibb (BMY) stake by 4.5% in Q2 2026, buying an estimated $42.3K and bringing the position to 17,208 shares worth $992K. The position accounts for 0.31% of the portfolio, ranked #57.

Lazari Capital Management first reported a position in BMY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.99M in Q2 2023. 938 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Lazari Capital Management held 17,208 shares of Bristol-Myers Squibb worth $992K as of Q2 2026.
Lazari Capital Management bought 737 Bristol-Myers Squibb shares in Q2 2026, an estimated $42.3K.
Bristol-Myers Squibb made up 0.31% of Lazari Capital Management's portfolio in Q2 2026, its #57 holding.
Lazari Capital Management first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Bristol-Myers Squibb position peaked at $1.99M in Q2 2023.
938 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.