Lewis Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Lewis Asset 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	$691K	Buy	11,994 +443	+4%	+$25.4K	0.24%	94
2026 Q1	$701K	Buy	11,551 +253	+2%	+$14.7K	0.29%	86
2025 Q4	$609K	Buy	11,298 +744	+7%	+$35.8K	0.25%	95
2025 Q3	$476K	Buy	10,554 +1,206	+13%	+$56.3K	0.2%	112
2025 Q2	$433K	Buy	9,348 +3,267	+54%	+$160K	0.2%	117
2025 Q1	$371K	Sell	6,081 -395	-6%	-$23K	0.31%	81
2024 Q4	$366K	Sell	6,476 -739	-10%	-$41.3K	0.28%	91
2024 Q3	$373K	Buy	7,215 +662	+10%	+$31.1K	0.27%	90
2024 Q2	$272K	Buy	6,553 +1,503	+30%	+$67.3K	0.21%	103
2024 Q1	$274K	Buy	+5,050	New	+$257K	0.23%	97

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lewis Asset Management's BMY Position: Q2 2026 in Review

Lewis Asset Management increased its Bristol-Myers Squibb (BMY) stake by 3.8% in Q2 2026, buying an estimated $25.4K and bringing the position to 11,994 shares worth $691K. The position accounts for 0.24% of the portfolio, ranked #94.

Lewis Asset Management first reported a position in BMY in Q1 2024 and has held it in 10 quarters since. The position peaked at $701K in Q1 2026. 920 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Lewis Asset Management held 11,994 shares of Bristol-Myers Squibb worth $691K as of Q2 2026.
Lewis Asset Management bought 443 Bristol-Myers Squibb shares in Q2 2026, an estimated $25.4K.
Bristol-Myers Squibb made up 0.24% of Lewis Asset Management's portfolio in Q2 2026, its #94 holding.
Lewis Asset Management first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 10 quarters since.
Lewis Asset Management's Bristol-Myers Squibb position peaked at $701K in Q1 2026.
920 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.