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Next Level Private’s Bristol-Myers Squibb BMY Stock Holding History

Next Level Private’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 		$4.22M Buy
73,247
+8,093
+12% +$465K 0.83% 27
2026
Q1 		$3.95M Buy
65,154
+3,927
+6% +$229K 0.89% 26
2025
Q4 		$3.3M Buy
61,227
+4,927
+9% +$237K 0.87% 26
2025
Q3 		$2.54M Sell
56,300
-19,299
-26% -$901K 0.74% 32
2025
Q2 		$3.5M Buy
75,599
+2,365
+3% +$116K 1.14% 24
2025
Q1 		$4.47M Buy
73,234
+1,079
+1% +$62.9K 1.66% 18
2024
Q4 		$4.08M Buy
72,155
+144
+0.2% +$8.05K 1.65% 21
2024
Q3 		$3.73M Buy
72,011
+2,905
+4% +$136K 1.53% 19
2024
Q2 		$2.87M Buy
69,106
+10,183
+17% +$456K 1.31% 21
2024
Q1 		$3.2M Buy
58,923
+700
+1% +$35.7K 1.47% 21
2023
Q4 		$2.99M Buy
58,223
+4,412
+8% +$232K 1.69% 17
2023
Q3 		$3.11M Sell
53,811
-262
-0.5% -$16.1K 2.06% 11
2023
Q2 		$3.38M Buy
54,073
+1,520
+3% +$102K 2.19% 10
2023
Q1 		$3.64M Buy
52,553
+354
+0.7% +$25K 2.87% 10
2022
Q4 		$3.71M Buy
52,199
+31
+0.1% +$2.34K 2.73% 9
2022
Q3 		$3.73M Buy
+52,168
New +$3.78M 3.28% 8
2022
Q2 		– Sell
-51,513
Closed -$3.76M – 135
2022
Q1 		$3.76M Buy
51,513
+528
+1% +$35.5K 3.04% 9
2021
Q4 		$3.18M Buy
+50,985
New +$2.99M 2.67% 9

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Next Level Private's BMY Position: Q2 2026 in Review

Next Level Private increased its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, buying an estimated $465K and bringing the position to 73,247 shares worth $4.22M. The position accounts for 0.83% of the portfolio, ranked #27.

Next Level Private first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.47M in Q1 2025. 832 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Next Level Private held 73,247 shares of Bristol-Myers Squibb worth $4.22M as of Q2 2026.
  • Next Level Private bought 8,093 Bristol-Myers Squibb shares in Q2 2026, an estimated $465K.
  • Bristol-Myers Squibb made up 0.83% of Next Level Private's portfolio in Q2 2026, its #27 holding.
  • Next Level Private first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Next Level Private's Bristol-Myers Squibb position peaked at $4.47M in Q1 2025.
  • 832 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.