LVM Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

LVM Capital 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	$731K	Hold	12,694	–	–	0.06%	95
2026 Q1	$770K	Buy	12,694 +470	+4%	+$27.4K	0.07%	87
2025 Q4	$659K	Sell	12,224 -550	-4%	-$26.5K	0.06%	94
2025 Q3	$576K	Sell	12,774 -1,000	-7%	-$46.7K	0.06%	105
2025 Q2	$638K	Sell	13,774 -126	-0.9%	-$6.18K	0.07%	95
2025 Q1	$848K	Sell	13,900 -154	-1%	-$8.98K	0.09%	78
2024 Q4	$795K	Buy	14,054 +504	+4%	+$28.2K	0.09%	82
2024 Q3	$563K	Hold	13,550	–	–	0.06%	106
2024 Q2	$563K	Hold	13,550	–	–	0.06%	106
2024 Q1	$735K	Sell	13,550 -150	-1%	-$7.64K	0.09%	91
2023 Q4	$703K	Sell	13,700 -200	-1%	-$10.5K	0.09%	86
2023 Q3	$807K	Sell	13,900 -500	-3%	-$30.6K	0.11%	72
2023 Q2	$921K	Sell	14,400 -103	-0.7%	-$6.91K	0.12%	70
2023 Q1	$1M	Hold	14,503	–	–	0.14%	67
2022 Q4	$1.04M	Sell	14,503 -533	-4%	-$40.2K	0.15%	67
2022 Q3	$1.07M	Buy	15,036 +1,126	+8%	+$81.7K	0.16%	64
2022 Q2	$1.07M	Hold	13,910	–	–	0.16%	64
2022 Q1	$1.02M	Buy	13,910 +1,170	+9%	+$78.6K	0.13%	67
2021 Q4	$794K	Hold	12,740	–	–	0.11%	67
2021 Q3	$754K	Sell	12,740 -400	-3%	-$26.3K	0.11%	67
2021 Q2	$878K	Hold	13,140	–	–	0.13%	64
2021 Q1	$830K	Buy	13,140 +1,000	+8%	+$62.2K	0.13%	65
2020 Q4	$753K	Buy	12,140 +103	+0.9%	+$6.33K	0.13%	64
2020 Q3	$726K	Hold	12,037	–	–	0.14%	59
2020 Q2	$708K	Hold	12,037	–	–	0.15%	58
2020 Q1	$671K	Hold	12,037	–	–	0.17%	51
2019 Q4	$773K	Hold	12,037	–	–	0.15%	55
2019 Q3	$610K	Sell	12,037 -100	-0.8%	-$4.7K	0.13%	62
2019 Q2	$550K	Hold	12,137	–	–	0.13%	62
2019 Q1	$579K	Hold	12,137	–	–	0.13%	61
2018 Q4	$631K	Sell	12,137 -1,300	-10%	-$69.8K	0.17%	57
2018 Q3	$834K	Hold	13,437	–	–	0.19%	55
2018 Q2	$744K	Hold	13,437	–	–	0.18%	55
2018 Q1	$850K	Sell	13,437 -150	-1%	-$9.65K	0.2%	54
2017 Q4	$833K	Hold	13,587	–	–	0.19%	54
2017 Q3	$866K	Sell	13,587 -500	-4%	-$29.2K	0.21%	52
2017 Q2	$785K	Buy	14,087 +250	+2%	+$13.6K	0.2%	53
2017 Q1	$752K	Buy	13,837 +500	+4%	+$27.4K	0.19%	54
2016 Q4	$779K	Sell	13,337 -10,441	-44%	-$571K	0.22%	51
2016 Q3	$1.15M	Buy	23,778 +9,841	+71%	+$632K	0.37%	46
2016 Q2	$1.02M	Sell	13,937 -800	-5%	-$56.5K	0.3%	43
2016 Q1	$941K	Sell	14,737 -200	-1%	-$12.6K	0.3%	45
2015 Q4	$1.03M	Hold	14,937	–	–	0.36%	42
2015 Q3	$884K	Sell	14,937 -8,700	-37%	-$552K	0.32%	44
2015 Q2	$1.57M	Hold	23,637	–	–	0.52%	39
2015 Q1	$1.52M	Hold	23,637	–	–	0.51%	38
2014 Q4	$1.4M	Hold	23,637	–	–	0.46%	40
2014 Q3	$1.21M	Sell	23,637 -141	-0.6%	-$7.04K	0.4%	44
2014 Q2	$1.15M	Hold	23,778	–	–	0.37%	46
2014 Q1	$1.24M	Sell	23,778 -1,316	-5%	-$70K	0.43%	43
2013 Q4	$1.33M	Hold	25,094	–	–	0.47%	43
2013 Q3	$1.16M	Sell	25,094 -1,400	-5%	-$61.5K	0.44%	46
2013 Q2	$1.18M	Buy	+26,494	New	+$1.15M	0.47%	43

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's BMY Position: Q2 2026 in Review

LVM Capital Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 12,694 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #95.

LVM Capital Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.57M in Q2 2015. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

LVM Capital Management held 12,694 shares of Bristol-Myers Squibb worth $731K as of Q2 2026.
LVM Capital Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.06% of LVM Capital Management's portfolio in Q2 2026, its #95 holding.
LVM Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's Bristol-Myers Squibb position peaked at $1.57M in Q2 2015.
1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.