Leuthold Group’s Bristol-Myers Squibb BMY Stock Holding History

Leuthold Group’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	$5.64M	Sell	97,869 -5,364	-5%	-$308K	0.57%	71
2026 Q1	$6.26M	Buy	103,233 +2,208	+2%	+$129K	0.67%	53
2025 Q4	$5.45M	Buy	+101,025	New	+$4.86M	0.59%	62
2023 Q3	–	Sell	-5,162	Closed	-$330K	–	187
2023 Q2	$330K	Hold	5,162	–	–	0.04%	170
2023 Q1	$358K	Sell	5,162 -295	-5%	-$20.8K	0.05%	161
2022 Q4	$393K	Sell	5,457 -80	-1%	-$6.03K	0.05%	157
2022 Q3	$394K	Hold	5,537	–	–	0.06%	146
2022 Q2	$426K	Buy	+5,537	New	+$422K	0.06%	145
2020 Q4	–	Sell	-7,104	Closed	-$428K	–	176
2020 Q3	$428K	Sell	7,104 -198	-3%	-$11.9K	0.06%	131
2020 Q2	$429K	Sell	7,302 -286	-4%	-$17.1K	0.06%	117
2020 Q1	$423K	Sell	7,588 -704	-8%	-$43K	0.08%	121
2019 Q4	$532K	Buy	+8,292	New	+$475K	0.07%	118

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leuthold Group's BMY Position: Q2 2026 in Review

Leuthold Group reduced its Bristol-Myers Squibb (BMY) stake by 5.2% in Q2 2026, selling an estimated $308K and leaving 97,869 shares worth $5.64M. The position accounts for 0.57% of the portfolio, ranked #71.

Leuthold Group first reported a position in BMY in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.26M in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Leuthold Group held 97,869 shares of Bristol-Myers Squibb worth $5.64M as of Q2 2026.
Leuthold Group sold 5,364 Bristol-Myers Squibb shares in Q2 2026, an estimated $308K.
Bristol-Myers Squibb made up 0.57% of Leuthold Group's portfolio in Q2 2026, its #71 holding.
Leuthold Group first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 12 quarters since.
Leuthold Group's Bristol-Myers Squibb position peaked at $6.26M in Q1 2026.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.