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Legacy Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Advisors’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 		$464K Buy
8,051
+722
+10% +$41.5K 0.04% 192
2026
Q1 		$444K Buy
7,329
+46
+0.6% +$2.68K 0.05% 171
2025
Q4 		$393K Buy
7,283
+256
+4% +$12.3K 0.04% 195
2025
Q3 		$317K Buy
+7,027
New +$328K 0.04% 196
2025
Q2 		– Sell
-21,534
Closed -$1.31M – 69
2025
Q1 		$1.31M Buy
21,534
+7,598
+55% +$443K 0.14% 126
2024
Q4 		$788K Buy
13,936
+2,424
+21% +$135K 0.08% 196
2024
Q3 		$596K Buy
11,512
+1,736
+18% +$81.4K 0.06% 223
2024
Q2 		$406K Sell
9,776
-1,528
-14% -$68.4K 0.05% 223
2024
Q1 		$613K Buy
11,304
+1,960
+21% +$99.8K 0.08% 188
2023
Q4 		$479K Buy
9,344
+1,669
+22% +$87.6K 0.06% 199
2023
Q3 		$445K Sell
7,675
-26
-0.3% -$1.59K 0.07% 192
2023
Q2 		$492K Buy
7,701
+152
+2% +$10.2K 0.07% 175
2023
Q1 		$523K Sell
7,549
-297
-4% -$20.9K 0.1% 147
2022
Q4 		$565K Buy
7,846
+275
+4% +$20.7K 0.1% 139
2022
Q3 		$538K Sell
7,571
-1,317
-15% -$95.5K 0.12% 114
2022
Q2 		$684K Buy
8,888
+1,593
+22% +$121K 0.14% 93
2022
Q1 		$533K Buy
7,295
+880
+14% +$59.1K 0.1% 119
2021
Q4 		$400K Sell
6,415
-420
-6% -$24.6K 0.15% 83
2021
Q3 		$404K Buy
6,835
+362
+6% +$23.8K 0.16% 80
2021
Q2 		$433K Buy
6,473
+511
+9% +$33.3K 0.18% 76
2021
Q1 		$376K Hold
5,962
– – 0.17% 80
2020
Q4 		$370K Sell
5,962
-620
-9% -$38.1K 0.21% 74
2020
Q3 		$397K Buy
6,582
+620
+10% +$37.3K 0.26% 63
2020
Q2 		$351K Sell
5,962
-4,599
-44% -$275K 0.28% 64
2020
Q1 		$589K Sell
10,561
-340
-3% -$20.8K 0.59% 45
2019
Q4 		$700K Buy
10,901
+340
+3% +$19.5K 0.44% 50
2019
Q3 		$536K Hold
10,561
– – 0.4% 55
2019
Q2 		$479K Sell
10,561
-10,561
-50% -$492K 0.32% 60
2019
Q1 		$1.01M Buy
21,122
+10,561
+100% +$526K 0.33% 66
2018
Q4 		$549K Hold
10,561
– – 0.42% 59
2018
Q3 		$656K Hold
10,561
– – 0.32% 78
2018
Q2 		$584K Buy
10,561
+9,286
+728% +$502K 0.44% 48
2018
Q1 		$75K Sell
1,275
-125
-9% -$8.04K 0.06% 132
2017
Q4 		$85K Sell
1,400
-114
-8% -$7.13K 0.08% 93
2017
Q3 		$96K Buy
1,514
+314
+26% +$18.3K 0.11% 75
2017
Q2 		$66K Hold
1,200
– – 0.08% 84
2017
Q1 		$65K Hold
1,200
– – 0.09% 83
2016
Q4 		$70K Buy
+1,200
New +$65.6K 0.1% 86

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Advisors's BMY Position: Q2 2026 in Review

Legacy Advisors increased its Bristol-Myers Squibb (BMY) stake by 9.9% in Q2 2026, buying an estimated $41.5K and bringing the position to 8,051 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #192.

Legacy Advisors first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.31M in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Legacy Advisors held 8,051 shares of Bristol-Myers Squibb worth $464K as of Q2 2026.
  • Legacy Advisors bought 722 Bristol-Myers Squibb shares in Q2 2026, an estimated $41.5K.
  • Bristol-Myers Squibb made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #192 holding.
  • Legacy Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's Bristol-Myers Squibb position peaked at $1.31M in Q1 2025.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.