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Matthew Hamilton Rosenberg’s Bristol-Myers Squibb BMY Stock Holding History

Matthew Hamilton Rosenberg’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 		$101K Buy
1,749
+1,053
+151% +$60.5K 0.02% 343
2026
Q1 		$42.2K Hold
696
– – 0.01% 443
2025
Q4 		$37.5K Hold
696
– – 0.01% 462
2025
Q3 		$31.4K Sell
696
-3,103
-82% -$145K 0.01% 482
2025
Q2 		$176K Buy
3,799
+2,153
+131% +$106K 0.04% 225
2025
Q1 		$100K Sell
1,646
-59
-3% -$3.44K 0.03% 315
2024
Q4 		$96.4K Buy
1,705
+694
+69% +$38.8K 0.03% 320
2024
Q3 		$52.3K Hold
1,011
– – 0.01% 419
2024
Q2 		$41.8K Sell
1,011
-1,646
-62% -$73.7K 0.01% 447
2024
Q1 		$141K Buy
2,657
+373
+16% +$19K 0.04% 249
2023
Q4 		$117K Sell
2,284
-282
-11% -$14.8K 0.04% 274
2023
Q3 		$149K Sell
2,566
-423
-14% -$25.9K 0.05% 220
2023
Q2 		$191K Buy
2,989
+99
+3% +$6.64K 0.06% 179
2023
Q1 		$200K Sell
2,890
-133
-4% -$9.38K 0.06% 185
2022
Q4 		$218K Buy
3,023
+205
+7% +$15.5K 0.07% 165
2022
Q3 		$200K Buy
2,818
+45
+2% +$3.26K 0.08% 159
2022
Q2 		$213K Buy
2,773
+226
+9% +$17.2K 0.08% 158
2022
Q1 		$186K Hold
2,547
– – 0.07% 197
2021
Q4 		$159K Sell
2,547
-565
-18% -$33.1K 0.06% 226
2021
Q3 		$184K Buy
3,112
+543
+21% +$35.8K 0.07% 176
2021
Q2 		$172K Buy
2,569
+272
+12% +$17.7K 0.09% 160
2021
Q1 		$145K Buy
2,297
+357
+18% +$22.2K 0.08% 179
2020
Q4 		$114K Buy
1,940
+153
+9% +$9.41K 0.07% 212
2020
Q3 		$108K Sell
1,787
-60
-3% -$3.61K 0.08% 188
2020
Q2 		$109K Buy
1,847
+2
+0.1% +$120 0.09% 170
2020
Q1 		$103K Buy
+1,845
New +$113K 0.1% 114

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Matthew Hamilton Rosenberg's BMY Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Bristol-Myers Squibb (BMY) stake by 151% in Q2 2026, buying an estimated $60.5K and bringing the position to 1,749 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #343.

Matthew Hamilton Rosenberg first reported a position in BMY in Q1 2020 and has held it in 26 quarters since. The position peaked at $218K in Q4 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,749 shares of Bristol-Myers Squibb worth $101K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 1,053 Bristol-Myers Squibb shares in Q2 2026, an estimated $60.5K.
  • Bristol-Myers Squibb made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #343 holding.
  • Matthew Hamilton Rosenberg first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Bristol-Myers Squibb position peaked at $218K in Q4 2022.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.