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

Mill 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 Q3	$2.61M	Sell	41,868 -1,000	-2%	-$63.2K	0.17%	53
2026 Q2	$2.47M	Hold	42,868	–	–	0.17%	55
2026 Q1	$2.6M	Sell	42,868 -3,500	-8%	-$204K	0.2%	51
2025 Q4	$2.5M	Hold	46,368	–	–	0.18%	54
2025 Q3	$2.09M	Sell	46,368 -1,100	-2%	-$51.4K	0.16%	56
2025 Q2	$2.2M	Hold	47,468	–	–	0.17%	56
2025 Q1	$2.9M	Sell	47,468 -65	-0.1%	-$3.79K	0.23%	47
2024 Q4	$2.69M	Sell	47,533 -1,100	-2%	-$61.5K	0.21%	51
2024 Q3	$2.52M	Sell	48,633 -1,405	-3%	-$65.9K	0.2%	53
2024 Q2	$2.08M	Sell	50,038 -1,495	-3%	-$66.9K	0.17%	57
2024 Q1	$2.79M	Sell	51,533 -4,268	-8%	-$217K	0.23%	53
2023 Q4	$2.86M	Hold	55,801	–	–	0.26%	48
2023 Q3	$3.24M	Hold	55,801	–	–	0.32%	44
2023 Q2	$3.57M	Buy	55,801 +1,620	+3%	+$109K	0.34%	43
2023 Q1	$3.76M	Sell	54,181 -2,715	-5%	-$191K	0.38%	42
2022 Q4	$4.09M	Hold	56,896	–	–	0.45%	41
2022 Q3	$4.04M	Hold	56,896	–	–	0.47%	41
2022 Q2	$4.38M	Hold	56,896	–	–	0.49%	41
2022 Q1	$4.16M	Hold	56,896	–	–	0.4%	42
2021 Q4	$3.55M	Buy	+56,896	New	+$3.34M	0.36%	46

Other funds holding BMY

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Mill Capital Management's BMY Position: Q3 2026 in Review

Mill Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 2.3% in Q3 2026, selling an estimated $63.2K and leaving 41,868 shares worth $2.61M. The position accounts for 0.17% of the portfolio, ranked #53.

Mill Capital Management first reported a position in BMY in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.38M in Q2 2022. 1,135 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Mill Capital Management held 41,868 shares of Bristol-Myers Squibb worth $2.61M as of Q3 2026.
Mill Capital Management sold 1,000 Bristol-Myers Squibb shares in Q3 2026, an estimated $63.2K.
Bristol-Myers Squibb made up 0.17% of Mill Capital Management's portfolio in Q3 2026, its #53 holding.
Mill Capital Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 20 quarters since.
Mill Capital Management's Bristol-Myers Squibb position peaked at $4.38M in Q2 2022.
1,135 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.