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Natural Investments’s Bristol-Myers Squibb BMY Stock Holding History

Natural Investments’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 		$440K Sell
7,650
-242
-3% -$13.9K 0.1% 176
2026
Q1 		$478K Buy
7,892
+1,221
+18% +$71.2K 0.12% 165
2025
Q4 		$359K Sell
6,671
-286
-4% -$13.8K 0.09% 197
2025
Q3 		$313K Sell
6,957
-197
-3% -$9.2K 0.08% 189
2025
Q2 		$331K Buy
7,154
+203
+3% +$9.96K 0.09% 190
2025
Q1 		$423K Sell
6,951
-5
-0.1% -$291 0.12% 154
2024
Q4 		$393K Buy
+6,956
New +$389K 0.11% 161

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Natural Investments's BMY Position: Q2 2026 in Review

Natural Investments reduced its Bristol-Myers Squibb (BMY) stake by 3.1% in Q2 2026, selling an estimated $13.9K and leaving 7,650 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #176.

Natural Investments first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $478K in Q1 2026. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Natural Investments held 7,650 shares of Bristol-Myers Squibb worth $440K as of Q2 2026.
  • Natural Investments sold 242 Bristol-Myers Squibb shares in Q2 2026, an estimated $13.9K.
  • Bristol-Myers Squibb made up 0.1% of Natural Investments's portfolio in Q2 2026, its #176 holding.
  • Natural Investments first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's Bristol-Myers Squibb position peaked at $478K in Q1 2026.
  • 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.