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

Neumann 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	$1.04M	Hold	18,123	–	–	0.69%	33
2026 Q1	$1.1M	Buy	18,123 +500	+3%	+$29.1K	0.32%	59
2025 Q4	$951K	Hold	17,623	–	–	0.27%	65
2025 Q3	$795K	Sell	17,623 -650	-4%	-$30.4K	0.23%	67
2025 Q2	$846K	Hold	18,273	–	–	0.27%	67
2025 Q1	$1.11M	Sell	18,273 -1,500	-8%	-$87.4K	0.39%	55
2024 Q4	$1.12M	Sell	19,773 -850	-4%	-$47.5K	0.37%	55
2024 Q3	$1.07M	Buy	20,623 +250	+1%	+$11.7K	0.36%	56
2024 Q2	$846K	Sell	20,373 -270	-1%	-$12.1K	0.29%	63
2024 Q1	$1.12M	Buy	20,643 +1,000	+5%	+$50.9K	0.4%	54
2023 Q4	$1.01M	Hold	19,643	–	–	0.4%	57
2023 Q3	$1.14M	Buy	19,643 +314	+2%	+$19.2K	0.5%	51
2023 Q2	$1.24M	Sell	19,329 -865	-4%	-$58K	0.51%	45
2023 Q1	$1.4M	Buy	20,194 +500	+3%	+$35.3K	0.62%	44
2022 Q4	$1.42M	Hold	19,694	–	–	0.67%	42
2022 Q3	$1.4M	Hold	19,694	–	–	0.72%	42
2022 Q2	$1.52M	Sell	19,694 -400	-2%	-$30.5K	0.77%	39
2022 Q1	$1.47M	Sell	20,094 -450	-2%	-$30.2K	0.62%	45
2021 Q4	$1.28M	Hold	20,544	–	–	0.52%	48
2021 Q3	$1.22M	Buy	20,544 +1,000	+5%	+$65.9K	0.55%	46
2021 Q2	$1.31M	Buy	19,544 +400	+2%	+$26.1K	0.59%	46
2021 Q1	$1.21M	Buy	19,144 +150	+0.8%	+$9.33K	0.57%	46
2020 Q4	$1.18M	Hold	18,994	–	–	0.59%	44
2020 Q3	$1.15M	Buy	18,994 +355	+2%	+$21.4K	0.66%	41
2020 Q2	$1.1M	Hold	18,639	–	–	0.67%	42
2020 Q1	$1.04M	Buy	18,639 +1,505	+9%	+$92K	0.76%	38
2019 Q4	$1.1M	Buy	17,134 +6,045	+55%	+$346K	0.64%	45
2019 Q3	$562K	Hold	11,089	–	–	0.35%	59
2019 Q2	$503K	Buy	11,089 +200	+2%	+$9.32K	0.31%	61
2019 Q1	$520K	Hold	10,889	–	–	0.33%	59
2018 Q4	$566K	Buy	10,889 +50	+0.5%	+$2.69K	0.43%	54
2018 Q3	$673K	Hold	10,839	–	–	0.4%	54
2018 Q2	$600K	Hold	10,839	–	–	0.38%	56
2018 Q1	$686K	Buy	10,839 +300	+3%	+$19.3K	0.44%	54
2017 Q4	$646K	Hold	10,539	–	–	0.4%	58
2017 Q3	$672K	Hold	10,539	–	–	0.42%	58
2017 Q2	$587K	Hold	10,539	–	–	0.38%	58
2017 Q1	$573K	Hold	10,539	–	–	0.37%	59
2016 Q4	$616K	Hold	10,539	–	–	0.4%	56
2016 Q3	$568K	Hold	10,539	–	–	0.38%	56
2016 Q2	$775K	Hold	10,539	–	–	0.51%	49
2016 Q1	$673K	Hold	10,539	–	–	0.44%	55
2015 Q4	$725K	Hold	10,539	–	–	0.5%	56
2015 Q3	$624K	Hold	10,539	–	–	0.44%	55
2015 Q2	$701K	Hold	10,539	–	–	0.45%	56
2015 Q1	$680K	Hold	10,539	–	–	0.43%	56
2014 Q4	$622K	Buy	+10,539	New	+$594K	0.41%	57

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Neumann Capital Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 18,123 shares worth $1.04M. The position accounts for 0.69% of the portfolio, ranked #33.

Neumann Capital Management first reported a position in BMY in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.52M in Q2 2022. 928 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Neumann Capital Management held 18,123 shares of Bristol-Myers Squibb worth $1.04M as of Q2 2026.
Neumann Capital Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.69% of Neumann Capital Management's portfolio in Q2 2026, its #33 holding.
Neumann Capital Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 47 quarters since.
Neumann Capital Management's Bristol-Myers Squibb position peaked at $1.52M in Q2 2022.
928 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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