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Newman Dignan & Sheerar Inc’s Bristol-Myers Squibb BMY Stock Holding History

Newman Dignan & Sheerar Inc’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 		$999K Sell
17,344
-133
-0.8% -$7.64K 0.19% 88
2026
Q1 		$1.06M Sell
17,477
-327
-2% -$19.1K 0.22% 79
2025
Q4 		$960K Buy
17,804
+393
+2% +$18.9K 0.2% 90
2025
Q3 		$785K Sell
17,411
-597
-3% -$27.9K 0.17% 99
2025
Q2 		$834K Buy
18,008
+39
+0.2% +$1.91K 0.19% 92
2025
Q1 		$1.1M Buy
17,969
+322
+2% +$18.8K 0.3% 71
2024
Q4 		$998K Sell
17,647
-524
-3% -$29.3K 0.26% 80
2024
Q3 		$956K Buy
18,171
+913
+5% +$42.8K 0.23% 87
2024
Q2 		$717K Sell
17,258
-3,137
-15% -$140K 0.18% 101
2024
Q1 		$1.11M Sell
20,395
-723
-3% -$36.8K 0.3% 80
2023
Q4 		$1.08M Buy
21,118
+730
+4% +$38.3K 0.33% 78
2023
Q3 		$1.18M Sell
20,388
-1,006
-5% -$61.6K 0.39% 68
2023
Q2 		$1.37M Buy
21,394
+3
+0% +$201 0.42% 65
2023
Q1 		$1.48M Buy
21,391
+103
+0.5% +$7.26K 0.48% 62
2022
Q4 		$1.53M Buy
21,288
+432
+2% +$32.6K 0.51% 59
2022
Q3 		$1.48K Buy
20,856
+136
+0.7% +$9.87K 0.23% 56
2022
Q2 		$1.59M Sell
20,720
-359
-2% -$27.3K 0.54% 57
2022
Q1 		$1.54K Sell
21,079
-21
-0.1% -$1.41K 0.3% 57
2021
Q4 		$1.32M Buy
21,100
+27
+0.1% +$1.58K 0.4% 65
2021
Q3 		$1.25M Hold
21,073
– – 0.36% 69
2021
Q2 		$1.41M Buy
21,073
+1,132
+6% +$73.8K 0.47% 57
2021
Q1 		$1.26M Buy
19,941
+231
+1% +$14.4K 0.46% 63
2020
Q4 		$1.22K Buy
19,710
+150
+0.8% +$9.22K 0.2% 60
2020
Q3 		$1.18M Sell
19,560
-602
-3% -$36.2K 0.49% 58
2020
Q2 		$1.19M Buy
20,162
+502
+3% +$30K 0.51% 54
2020
Q1 		$1.17M Sell
19,660
-790
-4% -$48.3K 0.61% 43
2019
Q4 		$1.31K Sell
20,450
-620
-3% -$35.5K 0.14% 53
2019
Q3 		$1.07M Sell
21,070
-4,048
-16% -$190K 0.5% 55
2019
Q2 		$1.14K Sell
25,118
-530
-2% -$24.7K 0.03% 52
2019
Q1 		$1.22M Sell
25,648
-1,456
-5% -$72.5K 0.49% 50
2018
Q4 		$1.41K Sell
27,104
-167
-0.6% -$8.97K 0.12% 45
2018
Q3 		$1.7M Buy
27,271
+12
+0% +$712 0.75% 41
2018
Q2 		$1.51K Sell
27,259
-2,032
-7% -$110K 0.1% 39
2018
Q1 		$1.72M Sell
29,291
-1,359
-4% -$87.4K 0.87% 30
2017
Q4 		$1.88M Sell
30,650
-719
-2% -$45K 0.94% 29
2017
Q3 		$2M Sell
31,369
-905
-3% -$52.8K 1.07% 26
2017
Q2 		$1.8M Sell
32,274
-209
-0.6% -$11.4K 1% 27
2017
Q1 		$17.7K Sell
32,483
-1,053
-3% -$57.8K 7.83% 2
2016
Q4 		$1.96M Buy
+33,536
New +$1.83M 1.2% 24
2016
Q3 		– Sell
-35,046
Closed -$2.58M – 146
2016
Q2 		$2.58M Sell
35,046
-397
-1% -$28.1K 1.61% 18
2016
Q1 		$2.26M Sell
35,443
-335
-0.9% -$21.1K 1.65% 18
2015
Q4 		$2.46M Buy
35,778
+569
+2% +$37.6K 1.74% 16
2015
Q3 		$2.08M Sell
35,209
-636
-2% -$40.3K 1.34% 19
2015
Q2 		$2.38M Buy
35,845
+870
+2% +$57.3K 1.72% 17
2015
Q1 		$225K Sell
34,975
-704
-2% -$44.1K 0.16% 134
2014
Q4 		$2.11K Buy
35,679
+16
+0% +$902 1.26% 20
2014
Q3 		$1.82M Sell
35,663
-2,146
-6% -$107K 1.37% 22
2014
Q2 		$1.83K Sell
37,809
-4,666
-11% -$230K 1.04% 29
2014
Q1 		$2.21M Sell
42,475
-156
-0.4% -$8.3K 1.57% 16
2013
Q4 		$2.27K Sell
42,631
-659
-2% -$33.6K 0.11% 18
2013
Q3 		$2M Buy
43,290
+268
+0.6% +$11.8K 1.56% 17
2013
Q2 		$1.92K Buy
+43,022
New +$1.87M 0.15% 18

Other funds holding BMY

Robeco Institutional Asset Management
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
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 Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Newman Dignan & Sheerar Inc's BMY Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Bristol-Myers Squibb (BMY) stake by 0.76% in Q2 2026, selling an estimated $7.64K and leaving 17,344 shares worth $999K. The position accounts for 0.19% of the portfolio, ranked #88.

Newman Dignan & Sheerar Inc first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.58M in Q2 2016. 917 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 17,344 shares of Bristol-Myers Squibb worth $999K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 133 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.64K.
  • Bristol-Myers Squibb made up 0.19% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #88 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Newman Dignan & Sheerar Inc's Bristol-Myers Squibb position peaked at $2.58M in Q2 2016.
  • 917 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.