MLA
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MB, Levis & Associates’s Bristol-Myers Squibb BMY Stock Holding History

MB, Levis & 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 		$64.1K Buy
1,113
+12
+1% +$689 0.02% 97
2026
Q1 		$66.8K Buy
1,101
+12
+1% +$700 0.03% 95
2025
Q4 		$58.7K Sell
1,089
-109
-9% -$5.24K 0.02% 101
2025
Q3 		$54K Sell
1,198
-383
-24% -$17.9K 0.02% 101
2025
Q2 		$73.2K Buy
1,581
+395
+33% +$19.4K 0.03% 106
2025
Q1 		$72.4K Buy
1,186
+8
+0.7% +$466 0.03% 104
2024
Q4 		$66.6K Buy
1,178
+8
+0.7% +$447 0.03% 105
2024
Q3 		$60.5K Buy
1,170
+10
+0.9% +$469 0.03% 111
2024
Q2 		$48.2K Buy
1,160
+10
+0.9% +$447 0.03% 116
2024
Q1 		$62.4K Buy
1,150
+9
+0.8% +$458 0.03% 107
2023
Q4 		$58.6K Buy
1,141
+8
+0.7% +$420 0.03% 107
2023
Q3 		$65.8K Buy
1,133
+7
+0.6% +$429 0.04% 96
2023
Q2 		$72K Buy
1,126
+6
+0.5% +$402 0.05% 95
2023
Q1 		$77.6K Buy
1,120
+1
+0.1% +$71 0.05% 90
2022
Q4 		$80.5K Buy
+1,119
New +$84.4K 0.06% 85

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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MB, Levis & Associates's BMY Position: Q2 2026 in Review

MB, Levis & Associates increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, buying an estimated $689 and bringing the position to 1,113 shares worth $64.1K. The position accounts for 0.02% of the portfolio, ranked #97.

MB, Levis & Associates first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $80.5K in Q4 2022. 1,012 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • MB, Levis & Associates held 1,113 shares of Bristol-Myers Squibb worth $64.1K as of Q2 2026.
  • MB, Levis & Associates bought 12 Bristol-Myers Squibb shares in Q2 2026, an estimated $689.
  • Bristol-Myers Squibb made up 0.02% of MB, Levis & Associates's portfolio in Q2 2026, its #97 holding.
  • MB, Levis & Associates first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's Bristol-Myers Squibb position peaked at $80.5K in Q4 2022.
  • 1,012 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.