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

Marquette 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	$7.61K	Sell	132 -57	-30%	-$3.27K	﹤0.01%	360
2026 Q1	$11.5K	Buy	189 +105	+125%	+$6.12K	﹤0.01%	226
2025 Q4	$4.53K	Sell	84 -112	-57%	-$5.39K	﹤0.01%	342
2025 Q3	$8.84K	Buy	+196	New	+$9.15K	﹤0.01%	228
2023 Q4	–	Sell	-185	Closed	-$10.7K	–	212
2023 Q3	$10.7K	Hold	185	–	–	﹤0.01%	213
2023 Q2	$11.8K	Buy	+185	New	+$12.4K	﹤0.01%	220
2016 Q3	–	Sell	-3,100	Closed	-$228K	–	80
2016 Q2	$228K	Buy	+3,100	New	+$219K	0.1%	71
2016 Q1	–	Sell	-3,100	Closed	-$213K	–	84
2015 Q4	$213K	Buy	+3,100	New	+$205K	0.09%	83
2015 Q3	–	Sell	-3,300	Closed	-$220K	–	85
2015 Q2	$220K	Hold	3,300	–	–	0.09%	83
2015 Q1	$213K	Buy	+3,300	New	+$207K	0.08%	85

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

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

Marquette Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 30% in Q2 2026, selling an estimated $3.27K and leaving 132 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Marquette Asset Management first reported a position in BMY in Q1 2015 and has held it in 10 quarters since. The position peaked at $228K in Q2 2016. 706 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Marquette Asset Management held 132 shares of Bristol-Myers Squibb worth $7.61K as of Q2 2026.
Marquette Asset Management sold 57 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.27K.
Bristol-Myers Squibb made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #360 holding.
Marquette Asset Management first reported a position in Bristol-Myers Squibb in Q1 2015 and has held it in 10 quarters since.
Marquette Asset Management's Bristol-Myers Squibb position peaked at $228K in Q2 2016.
706 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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