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New England Capital Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

New England Capital Financial 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 		$249K Sell
4,319
-2,075
-32% -$119K 0.06% 58
2026
Q1 		$388K Buy
6,394
+15
+0.2% +$874 0.11% 42
2025
Q4 		$344K Buy
6,379
+164
+3% +$7.89K 0.13% 45
2025
Q3 		$280K Buy
6,215
+15
+0.2% +$701 0.12% 50
2025
Q2 		$287K Buy
6,200
+13
+0.2% +$638 0.13% 47
2025
Q1 		$377K Sell
6,187
-189
-3% -$11K 0.19% 39
2024
Q4 		$361K Buy
6,376
+11
+0.2% +$615 0.18% 39
2024
Q3 		$329K Buy
6,365
+13
+0.2% +$610 0.17% 40
2024
Q2 		$264K Buy
6,352
+14
+0.2% +$626 0.15% 45
2024
Q1 		$344K Buy
6,338
+12
+0.2% +$611 0.19% 36
2023
Q4 		$325K Buy
6,326
+11
+0.2% +$577 0.2% 37
2023
Q3 		$367K Buy
6,315
+9
+0.1% +$551 0.25% 32
2023
Q2 		$403K Buy
6,306
+8
+0.1% +$536 0.27% 31
2023
Q1 		$437K Buy
6,298
+7
+0.1% +$494 0.31% 28
2022
Q4 		$466K Buy
+6,291
New +$474K 0.33% 26

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
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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New England Capital Financial Advisors's BMY Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 32% in Q2 2026, selling an estimated $119K and leaving 4,319 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #58.

New England Capital Financial Advisors first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $466K in Q4 2022. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • New England Capital Financial Advisors held 4,319 shares of Bristol-Myers Squibb worth $249K as of Q2 2026.
  • New England Capital Financial Advisors sold 2,075 Bristol-Myers Squibb shares in Q2 2026, an estimated $119K.
  • Bristol-Myers Squibb made up 0.06% of New England Capital Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • New England Capital Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Bristol-Myers Squibb position peaked at $466K in Q4 2022.
  • 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.