LS Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

LS Investment 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	–	Sell	-7,955	Closed	-$482K	–	129
2026 Q1	$482K	Sell	7,955 -9,765	-55%	-$569K	0.07%	103
2025 Q4	$956K	Buy	17,720 +155	+0.9%	+$7.46K	0.13%	84
2025 Q3	$792K	Sell	17,565 -4,800	-21%	-$224K	0.11%	88
2025 Q2	$1.04M	Buy	22,365 +5,350	+31%	+$263K	0.15%	79
2025 Q1	$1.04M	Buy	17,015 +225	+1%	+$13.1K	0.16%	79
2024 Q4	$950K	Buy	16,790 +12,245	+269%	+$684K	0.14%	83
2024 Q3	$235K	Buy	+4,545	New	+$213K	0.03%	132
2024 Q2	–	Sell	-4,750	Closed	-$258K	–	137
2024 Q1	$258K	Sell	4,750 -225	-5%	-$11.5K	0.04%	127
2023 Q4	$255K	Hold	4,975	–	–	0.04%	123
2023 Q3	$289K	Hold	4,975	–	–	0.05%	117
2023 Q2	$318K	Hold	4,975	–	–	0.06%	115
2023 Q1	$345K	Hold	4,975	–	–	0.06%	113
2022 Q4	$358K	Hold	4,975	–	–	0.07%	108
2022 Q3	$354K	Hold	4,975	–	–	0.07%	101
2022 Q2	$383K	Hold	4,975	–	–	0.07%	103
2022 Q1	$363K	Hold	4,975	–	–	0.06%	109
2021 Q4	$310K	Sell	4,975 -14,455	-74%	-$848K	0.05%	117
2021 Q3	$1.15M	Sell	19,430 -49	-0.3%	-$3.23K	0.15%	75
2021 Q2	$1.3M	Sell	19,479 -72,732	-79%	-$4.74M	0.16%	72
2021 Q1	$5.82M	Sell	92,211 -22,410	-20%	-$1.39M	0.32%	77
2020 Q4	$7.11M	Sell	114,621 -4,221	-4%	-$260K	0.38%	65
2020 Q3	$7.17M	Buy	118,842 +3,158	+3%	+$190K	0.41%	57
2020 Q2	$6.8M	Buy	115,684 +17,535	+18%	+$1.05M	0.42%	56
2020 Q1	$5.47M	Sell	98,149 -8,457	-8%	-$517K	0.4%	61
2019 Q4	$6.84M	Buy	106,606 +29,556	+38%	+$1.69M	0.37%	63
2019 Q3	$3.91M	Sell	77,050 -277	-0.4%	-$13K	0.23%	107
2019 Q2	$3.51M	Buy	77,327 +624	+0.8%	+$29.1K	0.21%	110
2019 Q1	$3.66M	Buy	76,703 +843	+1%	+$42K	0.23%	107
2018 Q4	$3.94M	Sell	75,860 -13,129	-15%	-$705K	0.27%	85
2018 Q3	$5.52M	Sell	88,989 -1,452	-2%	-$86.2K	0.32%	71
2018 Q2	$5M	Buy	90,441 +4,200	+5%	+$227K	0.3%	71
2018 Q1	$5.46M	Sell	86,241 -8,005	-8%	-$515K	0.33%	63
2017 Q4	$5.78M	Buy	94,246 +4,130	+5%	+$258K	0.34%	59
2017 Q3	$5.74M	Sell	90,116 -193	-0.2%	-$11.3K	0.34%	61
2017 Q2	$5.03M	Buy	90,309 +2,556	+3%	+$139K	0.31%	69
2017 Q1	$4.77M	Buy	87,753 +7,152	+9%	+$392K	0.31%	69
2016 Q4	$4.71M	Buy	80,601 +951	+1%	+$52K	0.33%	60
2016 Q3	$4.29M	Sell	79,650 -982	-1%	-$63.1K	0.32%	63
2016 Q2	$5.93M	Sell	80,632 -652	-0.8%	-$46.1K	0.41%	52
2016 Q1	$5.19M	Buy	81,284 +900	+1%	+$56.8K	0.39%	54
2015 Q4	$5.53M	Sell	80,384 -2,731	-3%	-$180K	0.43%	53
2015 Q3	$4.92M	Buy	83,115 +2,928	+4%	+$186K	0.4%	55
2015 Q2	$5.34M	Buy	80,187 +706	+0.9%	+$46.5K	0.4%	53
2015 Q1	$5.13M	Sell	79,481 -29	-0%	-$1.81K	0.39%	58
2014 Q4	$4.69M	Buy	79,510 +21,436	+37%	+$1.21M	0.38%	57
2014 Q3	$2.97M	Buy	58,074 +558	+1%	+$27.9K	0.26%	85
2014 Q2	$2.79M	Sell	57,516 -14,654	-20%	-$722K	0.24%	90
2014 Q1	$3.75M	Sell	72,170 -1,612	-2%	-$85.8K	0.31%	73
2013 Q4	$3.92M	Buy	73,782 +10,298	+16%	+$525K	0.35%	65
2013 Q3	$2.94M	Buy	63,484 +4,895	+8%	+$215K	0.35%	62
2013 Q2	$2.62M	Buy	+58,589	New	+$2.54M	0.34%	60

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

LS Investment Advisors's BMY Position: Q2 2026 in Review

LS Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 7,955 shares — an estimated $482K sold.

LS Investment Advisors first reported a position in BMY in Q2 2013 and held it in 51 quarters. The position peaked at $7.17M in Q3 2020. 666 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

LS Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
LS Investment Advisors sold 7,955 Bristol-Myers Squibb shares in Q2 2026, an estimated $482K.
LS Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 51 quarters.
LS Investment Advisors's Bristol-Myers Squibb position peaked at $7.17M in Q3 2020.
666 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.