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

Monument 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 Q2	$741K	Buy	12,867 +3,742	+41%	+$215K	0.15%	127
2026 Q1	$553K	Buy	+9,125	New	+$532K	0.14%	129
2025 Q1	–	Sell	-3,655	Closed	-$207K	–	197
2024 Q4	$207K	Buy	+3,655	New	+$204K	0.06%	193
2023 Q2	–	Sell	-5,567	Closed	-$386K	–	162
2023 Q1	$386K	Sell	5,567 -1,072	-16%	-$75.6K	0.13%	116
2022 Q4	$478K	Buy	6,639 +2,031	+44%	+$153K	0.16%	102
2022 Q3	$328K	Sell	4,608 -1,162	-20%	-$84.3K	0.12%	120
2022 Q2	$444K	Buy	5,770 +2,276	+65%	+$173K	0.17%	103
2022 Q1	$255K	Buy	+3,494	New	+$235K	0.08%	122
2021 Q3	–	Sell	-3,178	Closed	-$212K	–	146
2021 Q2	$212K	Buy	+3,178	New	+$207K	0.07%	137
2018 Q4	–	Sell	-30	Closed	-$2K	–	122
2018 Q3	$2K	Buy	+30	New	+$1.78K	﹤0.01%	235

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Monument Capital Management's BMY Position: Q2 2026 in Review

Monument Capital Management increased its Bristol-Myers Squibb (BMY) stake by 41% in Q2 2026, buying an estimated $215K and bringing the position to 12,867 shares worth $741K. The position accounts for 0.15% of the portfolio, ranked #127.

Monument Capital Management first reported a position in BMY in Q3 2018 and has held it in 10 quarters since. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Monument Capital Management held 12,867 shares of Bristol-Myers Squibb worth $741K as of Q2 2026.
Monument Capital Management bought 3,742 Bristol-Myers Squibb shares in Q2 2026, an estimated $215K.
Bristol-Myers Squibb made up 0.15% of Monument Capital Management's portfolio in Q2 2026, its #127 holding.
Monument Capital Management first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 10 quarters since.
1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.