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Morningstar Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Morningstar Investment 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 		$3.67M Hold
60,529
– – 0.23% 107
2026
Q1 		$3.67M Buy
60,529
+2,750
+5% +$160K 0.23% 107
2025
Q4 		$3.12M Sell
57,779
-104,607
-64% -$5.03M 0.18% 120
2025
Q3 		$7.32M Buy
162,386
+148,622
+1,080% +$6.94M 0.27% 93
2025
Q2 		$637K Buy
13,764
+2,573
+23% +$126K 0.06% 101
2025
Q1 		$683K Sell
11,191
-8,775
-44% -$511K 0.06% 58
2024
Q4 		$1.13M Sell
19,966
-1,527
-7% -$85.3K 0.09% 62
2024
Q3 		$1.13M Sell
21,493
-1,178
-5% -$55.3K 0.11% 77
2024
Q2 		$942K Buy
22,671
+716
+3% +$32K 0.1% 87
2024
Q1 		$1.19M Hold
21,955
– – 0.13% 73
2023
Q4 		$1.13M Buy
21,955
+14,606
+199% +$767K 0.13% 73
2023
Q3 		$427K Buy
7,349
+1,035
+16% +$63.4K 0.06% 107
2023
Q2 		$404K Hold
6,314
– – 0.05% 111
2023
Q1 		$438K Buy
6,314
+712
+13% +$50.2K 0.06% 60
2022
Q4 		$403K Buy
+5,602
New +$422K 0.07% 64

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Morningstar Investment Management's BMY Position: Q2 2026 in Review

Morningstar Investment Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 60,529 shares worth $3.67M. The position accounts for 0.23% of the portfolio, ranked #107.

Morningstar Investment Management first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.32M in Q3 2025. 1,306 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Morningstar Investment Management held 60,529 shares of Bristol-Myers Squibb worth $3.67M as of Q2 2026.
  • Morningstar Investment Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.23% of Morningstar Investment Management's portfolio in Q2 2026, its #107 holding.
  • Morningstar Investment Management first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • Morningstar Investment Management's Bristol-Myers Squibb position peaked at $7.32M in Q3 2025.
  • 1,306 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.