MKT Advisors’s Bristol-Myers Squibb BMY Stock Holding History

MKT Advisors’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	$332K	Sell	5,725 -213	-4%	-$12.2K	0.1%	114
2026 Q1	$342K	Sell	5,938 -695	-10%	-$40.5K	0.11%	107
2025 Q4	$352K	Sell	6,633 -331	-5%	-$15.9K	0.12%	114
2025 Q3	$330K	Sell	6,964 -301	-4%	-$14.1K	0.12%	120
2025 Q2	$345K	Sell	7,265 -716	-9%	-$35.1K	0.14%	102
2025 Q1	$440K	Buy	7,981 +3	+0%	+$175	0.21%	71
2024 Q4	$449K	Buy	7,978 +829	+12%	+$46.3K	0.2%	78
2024 Q3	$384K	Sell	7,149 -116	-2%	-$5.44K	0.18%	88
2024 Q2	$297K	Sell	7,265 -445	-6%	-$19.9K	0.15%	108
2024 Q1	$388K	Buy	7,710 +355	+5%	+$18.1K	0.21%	83
2023 Q4	$384K	Sell	7,355 -83	-1%	-$4.36K	0.25%	84
2023 Q3	$430K	Sell	7,438 -458	-6%	-$28.1K	0.33%	66
2023 Q2	$485K	Sell	7,896 -1,995	-20%	-$134K	0.34%	59
2023 Q1	$691K	Sell	9,891 -62	-0.6%	-$4.37K	0.52%	41
2022 Q4	$716K	Sell	9,953 -282	-3%	-$21.3K	0.54%	40
2022 Q3	$728K	Sell	10,235 -26	-0.3%	-$1.89K	0.63%	35
2022 Q2	$775K	Sell	10,261 -115	-1%	-$8.76K	0.6%	34
2022 Q1	$791K	Buy	10,376 +1,471	+17%	+$98.8K	0.6%	36
2021 Q4	$554K	Buy	+8,905	New	+$522K	0.43%	47

Other funds holding BMY

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MKT Advisors's BMY Position: Q2 2026 in Review

MKT Advisors reduced its Bristol-Myers Squibb (BMY) stake by 3.6% in Q2 2026, selling an estimated $12.2K and leaving 5,725 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #114.

MKT Advisors first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $791K in Q1 2022. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

MKT Advisors held 5,725 shares of Bristol-Myers Squibb worth $332K as of Q2 2026.
MKT Advisors sold 213 Bristol-Myers Squibb shares in Q2 2026, an estimated $12.2K.
Bristol-Myers Squibb made up 0.1% of MKT Advisors's portfolio in Q2 2026, its #114 holding.
MKT Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
MKT Advisors's Bristol-Myers Squibb position peaked at $791K in Q1 2022.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.