LMCG Investments’s Bristol-Myers Squibb BMY Stock Holding History

LMCG Investments’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	$327K	Hold	5,673	–	–	0.02%	207
2026 Q1	$344K	Hold	5,673	–	–	0.02%	196
2025 Q4	$306K	Hold	5,673	–	–	0.02%	201
2025 Q3	$256K	Hold	5,673	–	–	0.02%	206
2025 Q2	$263K	Hold	5,673	–	–	0.02%	215
2025 Q1	$346K	Hold	5,673	–	–	0.02%	200
2024 Q4	$321K	Sell	5,673 -1,419	-20%	-$79.3K	0.02%	205
2024 Q3	$367K	Sell	7,092 -15	-0.2%	-$704	0.02%	196
2024 Q2	$295K	Sell	7,107 -62	-0.9%	-$2.77K	0.02%	265
2024 Q1	$389K	Sell	7,169 -672	-9%	-$34.2K	0.02%	264
2023 Q4	$402K	Sell	7,841 -118,251	-94%	-$6.21M	0.02%	268
2023 Q3	$7.32M	Sell	126,092 -5,141	-4%	-$315K	0.49%	69
2023 Q2	$8.39M	Buy	131,233 +77,040	+142%	+$5.17M	0.54%	61
2023 Q1	$3.76M	Sell	54,193 -1,301	-2%	-$91.8K	0.25%	107
2022 Q4	$3.99M	Sell	55,494 -1,628	-3%	-$123K	0.28%	101
2022 Q3	$4.06M	Sell	57,122 -1,365	-2%	-$99K	0.3%	101
2022 Q2	$4.5M	Sell	58,487 -716	-1%	-$54.5K	0.31%	99
2022 Q1	$4.32M	Buy	+59,203	New	+$3.98M	0.25%	112
2015 Q3	$1.43M	Hold	24,067	–	–	0.03%	382
2015 Q2	$1.6M	Hold	24,067	–	–	0.03%	376
2015 Q1	$1.55M	Sell	24,067 -212	-0.9%	-$13.3K	0.03%	384
2014 Q4	$1.43M	Buy	24,279 +125	+0.5%	+$7.05K	0.03%	368
2014 Q3	$1.24M	Sell	24,154 -34	-0.1%	-$1.7K	0.03%	376
2014 Q2	$1.17M	Buy	24,188 +219	+0.9%	+$10.8K	0.03%	378
2014 Q1	$1.25M	Sell	23,969 -284	-1%	-$15.1K	0.03%	370
2013 Q4	$1.29M	Sell	24,253 -3,316	-12%	-$169K	0.03%	365
2013 Q3	$1.28M	Sell	27,569 -68	-0.2%	-$2.98K	0.03%	342
2013 Q2	$1.24M	Buy	+27,637	New	+$1.2M	0.03%	338

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

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

LMCG Investments's BMY Position: Q2 2026 in Review

LMCG Investments held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 5,673 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #207.

LMCG Investments first reported a position in BMY in Q2 2013 and has held it in 28 quarters since. The position peaked at $8.39M in Q2 2023. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

LMCG Investments held 5,673 shares of Bristol-Myers Squibb worth $327K as of Q2 2026.
LMCG Investments left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.02% of LMCG Investments's portfolio in Q2 2026, its #207 holding.
LMCG Investments first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 28 quarters since.
LMCG Investments's Bristol-Myers Squibb position peaked at $8.39M in Q2 2023.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.