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Lynch & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Lynch & Associates’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 		$1.03M Buy
17,945
+1,763
+11% +$101K 0.18% 88
2026
Q1 		$981K Buy
16,182
+2,141
+15% +$125K 0.18% 84
2025
Q4 		$757K Buy
14,041
+2,690
+24% +$129K 0.14% 89
2025
Q3 		$512K Sell
11,351
-2,635
-19% -$123K 0.1% 100
2025
Q2 		$647K Sell
13,986
-55
-0.4% -$2.7K 0.13% 92
2025
Q1 		$856K Buy
14,041
+6,365
+83% +$371K 0.19% 81
2024
Q4 		$434K Buy
7,676
+452
+6% +$25.3K 0.09% 98
2024
Q3 		$374K Sell
7,224
-485
-6% -$22.8K 0.08% 104
2024
Q2 		$320K Sell
7,709
-344
-4% -$15.4K 0.07% 105
2024
Q1 		$437K Sell
8,053
-1,250
-13% -$63.7K 0.1% 93
2023
Q4 		$477K Sell
9,303
-409
-4% -$21.5K 0.12% 87
2023
Q3 		$564K Buy
9,712
+1,070
+12% +$65.6K 0.15% 80
2023
Q2 		$553K Sell
8,642
-48
-0.6% -$3.22K 0.14% 74
2023
Q1 		$602K Sell
8,690
-176
-2% -$12.4K 0.16% 74
2022
Q4 		$638K Sell
8,866
-130
-1% -$9.8K 0.17% 72
2022
Q3 		$640K Hold
8,996
– – 0.19% 72
2022
Q2 		$693K Hold
8,996
– – 0.19% 69
2022
Q1 		$657K Sell
8,996
-240
-3% -$16.1K 0.16% 76
2021
Q4 		$576K Buy
9,236
+670
+8% +$39.3K 0.14% 80
2021
Q3 		$507K Hold
8,566
– – 0.13% 81
2021
Q2 		$572K Sell
8,566
-310
-3% -$20.2K 0.15% 79
2021
Q1 		$560K Hold
8,876
– – 0.15% 80
2020
Q4 		$551K Hold
8,876
– – 0.15% 76
2020
Q3 		$535K Sell
8,876
-1,500
-14% -$90.3K 0.16% 72
2020
Q2 		$610K Sell
10,376
-1,620
-14% -$96.9K 0.2% 71
2020
Q1 		$669K Buy
11,996
+5
+0% +$306 0.25% 64
2019
Q4 		$770K Hold
11,991
– – 0.22% 66
2019
Q3 		$608K Sell
11,991
-245
-2% -$11.5K 0.19% 71
2019
Q2 		$555K Sell
12,236
-1,267
-9% -$59K 0.18% 71
2019
Q1 		$644K Hold
13,503
– – 0.21% 65
2018
Q4 		$702K Sell
13,503
-30
-0.2% -$1.61K 0.26% 61
2018
Q3 		$840K Hold
13,533
– – 0.28% 61
2018
Q2 		$749K Sell
13,533
-565
-4% -$30.5K 0.27% 63
2018
Q1 		$892K Sell
14,098
-1,650
-10% -$106K 0.34% 59
2017
Q4 		$965K Sell
15,748
-120
-0.8% -$7.51K 0.36% 56
2017
Q3 		$1.01M Sell
15,868
-317
-2% -$18.5K 0.4% 55
2017
Q2 		$902K Sell
16,185
-1,164
-7% -$63.3K 0.36% 57
2017
Q1 		$943K Buy
17,349
+252
+1% +$13.8K 0.38% 53
2016
Q4 		$999K Sell
17,097
-239
-1% -$13.1K 0.42% 55
2016
Q3 		$935K Buy
17,336
+257
+2% +$16.5K 0.41% 57
2016
Q2 		$1.26M Buy
17,079
+14
+0.1% +$989 0.56% 51
2016
Q1 		$1.09M Buy
17,065
+16
+0.1% +$1.01K 0.52% 53
2015
Q4 		$1.17M Sell
17,049
-689
-4% -$45.5K 0.6% 52
2015
Q3 		$1.05M Buy
17,738
+15
+0.1% +$952 0.58% 52
2015
Q2 		$1.18M Buy
17,723
+15
+0.1% +$989 0.62% 52
2015
Q1 		$1.14M Buy
17,708
+120
+0.7% +$7.51K 0.6% 53
2014
Q4 		$1.04M Buy
17,588
+17
+0.1% +$959 0.56% 52
2014
Q3 		$899K Buy
17,571
+18
+0.1% +$899 0.51% 52
2014
Q2 		$851K Sell
17,553
-13,467
-43% -$664K 0.49% 53
2014
Q1 		$1.61M Buy
31,020
+729
+2% +$38.8K 0.95% 37
2013
Q4 		$1.61M Buy
30,291
+2,573
+9% +$131K 0.96% 36
2013
Q3 		$1.28M Sell
27,718
-436
-2% -$19.1K 0.86% 38
2013
Q2 		$1.26M Buy
+28,154
New +$1.22M 0.87% 37

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lynch & Associates's BMY Position: Q2 2026 in Review

Lynch & Associates increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $101K and bringing the position to 17,945 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #88.

Lynch & Associates first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.61M in Q1 2014. 954 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Lynch & Associates held 17,945 shares of Bristol-Myers Squibb worth $1.03M as of Q2 2026.
  • Lynch & Associates bought 1,763 Bristol-Myers Squibb shares in Q2 2026, an estimated $101K.
  • Bristol-Myers Squibb made up 0.18% of Lynch & Associates's portfolio in Q2 2026, its #88 holding.
  • Lynch & Associates first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Bristol-Myers Squibb position peaked at $1.61M in Q1 2014.
  • 954 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.