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Legacy Private Trust’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Private Trust’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 		$441K Sell
7,655
-570
-7% -$32.7K 0.02% 214
2026
Q1 		$499K Sell
8,225
-310
-4% -$18.1K 0.03% 203
2025
Q4 		$460K Sell
8,535
-610
-7% -$29.3K 0.03% 208
2025
Q3 		$412K Sell
9,145
-574
-6% -$26.8K 0.02% 207
2025
Q2 		$450K Sell
9,719
-1,100
-10% -$54K 0.03% 193
2025
Q1 		$660K Buy
10,819
+1,068
+11% +$62.3K 0.05% 170
2024
Q4 		$552K Buy
9,751
+310
+3% +$17.3K 0.04% 179
2024
Q3 		$488K Sell
9,441
-1,593
-14% -$74.7K 0.03% 181
2024
Q2 		$458K Sell
11,034
-645
-6% -$28.9K 0.03% 179
2024
Q1 		$633K Buy
11,679
+400
+4% +$20.4K 0.05% 160
2023
Q4 		$579K Sell
11,279
-905
-7% -$47.5K 0.05% 162
2023
Q3 		$707K Sell
12,184
-170
-1% -$10.4K 0.06% 153
2023
Q2 		$790K Hold
12,354
– – 0.07% 146
2023
Q1 		$856K Buy
12,354
+15
+0.1% +$1.06K 0.07% 146
2022
Q4 		$888K Buy
12,339
+15
+0.1% +$1.13K 0.08% 146
2022
Q3 		$876K Sell
12,324
-492
-4% -$35.7K 0.08% 136
2022
Q2 		$987K Hold
12,816
– – 0.09% 129
2022
Q1 		$936K Sell
12,816
-498
-4% -$33.4K 0.07% 152
2021
Q4 		$830K Sell
13,314
-1,540
-10% -$90.3K 0.06% 163
2021
Q3 		$879K Sell
14,854
-410
-3% -$27K 0.07% 155
2021
Q2 		$1.02M Sell
15,264
-726
-5% -$47.3K 0.09% 141
2021
Q1 		$1.01M Sell
15,990
-1,223
-7% -$76.1K 0.09% 137
2020
Q4 		$1.07M Sell
17,213
-986
-5% -$60.6K 0.1% 125
2020
Q3 		$1.1M Sell
18,199
-686
-4% -$41.3K 0.11% 121
2020
Q2 		$1.11M Sell
18,885
-3,180
-14% -$190K 0.12% 116
2020
Q1 		$1.23M Sell
22,065
-7,842
-26% -$479K 0.16% 108
2019
Q4 		$1.92M Buy
29,907
+15,080
+102% +$864K 0.2% 103
2019
Q3 		$752K Sell
14,827
-282
-2% -$13.3K 0.08% 149
2019
Q2 		$685K Hold
15,109
– – 0.08% 153
2019
Q1 		$721K Sell
15,109
-915
-6% -$45.6K 0.09% 149
2018
Q4 		$833K Sell
16,024
-1,020
-6% -$54.8K 0.11% 140
2018
Q3 		$1.06M Buy
17,044
+194
+1% +$11.5K 0.12% 130
2018
Q2 		$932K Sell
16,850
-2,450
-13% -$132K 0.11% 137
2018
Q1 		$1.22M Sell
19,300
-815
-4% -$52.4K 0.14% 124
2017
Q4 		$1.23M Buy
20,115
+427
+2% +$26.7K 0.14% 121
2017
Q3 		$1.25M Buy
19,688
+1,810
+10% +$106K 0.15% 119
2017
Q2 		$996K Buy
17,878
+1,410
+9% +$76.7K 0.13% 132
2017
Q1 		$895K Sell
16,468
-975
-6% -$53.5K 0.12% 145
2016
Q4 		$1.02M Sell
17,443
-231
-1% -$12.6K 0.14% 138
2016
Q3 		$953K Sell
17,674
-11,738
-40% -$754K 0.13% 137
2016
Q2 		$2.16M Buy
29,412
+1,060
+4% +$74.9K 0.31% 90
2016
Q1 		$1.81M Buy
28,352
+5,850
+26% +$369K 0.27% 93
2015
Q4 		$1.55M Sell
22,502
-200
-0.9% -$13.2K 0.24% 102
2015
Q3 		$1.34M Sell
22,702
-810
-3% -$51.4K 0.21% 116
2015
Q2 		$1.56M Sell
23,512
-50
-0.2% -$3.29K 0.24% 107
2015
Q1 		$1.52M Sell
23,562
-940
-4% -$58.8K 0.22% 112
2014
Q4 		$1.45M Sell
24,502
-420
-2% -$23.7K 0.21% 116
2014
Q3 		$1.27M Sell
24,922
-753
-3% -$37.6K 0.19% 128
2014
Q2 		$1.25M Buy
25,675
+9,029
+54% +$445K 0.19% 121
2014
Q1 		$865K Sell
16,646
-165
-1% -$8.78K 0.15% 120
2013
Q4 		$893K Buy
16,811
+926
+6% +$47.2K 0.16% 114
2013
Q3 		$735K Buy
15,885
+990
+7% +$43.5K 0.16% 105
2013
Q2 		$666K Buy
+14,895
New +$647K 0.16% 105

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Legacy Private Trust's BMY Position: Q2 2026 in Review

Legacy Private Trust reduced its Bristol-Myers Squibb (BMY) stake by 6.9% in Q2 2026, selling an estimated $32.7K and leaving 7,655 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #214.

Legacy Private Trust first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.16M in Q2 2016. 885 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Legacy Private Trust held 7,655 shares of Bristol-Myers Squibb worth $441K as of Q2 2026.
  • Legacy Private Trust sold 570 Bristol-Myers Squibb shares in Q2 2026, an estimated $32.7K.
  • Bristol-Myers Squibb made up 0.02% of Legacy Private Trust's portfolio in Q2 2026, its #214 holding.
  • Legacy Private Trust first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's Bristol-Myers Squibb position peaked at $2.16M in Q2 2016.
  • 885 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.