Norris Perne & French’s Bristol-Myers Squibb BMY Stock Holding History

Norris Perne & French’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	$204K	Buy	+3,548	New	+$204K	0.01%	145
2023 Q2	–	Sell	-3,593	Closed	-$249K	–	132
2023 Q1	$249K	Sell	3,593 -190	-5%	-$13.4K	0.02%	115
2022 Q4	$272K	Sell	3,783 -3,421	-47%	-$258K	0.03%	117
2022 Q3	$512K	Sell	7,204 -265,628	-97%	-$19.3M	0.05%	82
2022 Q2	$21M	Sell	272,832 -8,202	-3%	-$625K	2.02%	12
2022 Q1	$20.5M	Buy	281,034 +145	+0.1%	+$9.74K	1.66%	20
2021 Q4	$17.5M	Buy	280,889 +2,566	+0.9%	+$151K	1.36%	32
2021 Q3	$16.5M	Buy	278,323 +5,555	+2%	+$366K	1.41%	27
2021 Q2	$18.2M	Buy	272,768 +4,591	+2%	+$299K	1.57%	22
2021 Q1	$16.9M	Buy	268,177 +31,585	+13%	+$1.97M	1.57%	26
2020 Q4	$14.7M	Buy	236,592 +7,405	+3%	+$455K	1.38%	30
2020 Q3	$13.8M	Buy	229,187 +6,043	+3%	+$364K	1.5%	29
2020 Q2	$13.1M	Buy	223,144 +3,524	+2%	+$211K	1.6%	27
2020 Q1	$12.2M	Buy	219,620 +36,208	+20%	+$2.21M	1.84%	23
2019 Q4	$11.8M	Buy	183,412 +4,854	+3%	+$278K	1.41%	31
2019 Q3	$9.05M	Buy	+178,558	New	+$8.39M	1.13%	44
2015 Q4	–	Sell	-44,532	Closed	-$58K	–	154
2015 Q3	$58K	Sell	44,532 -137,393	-76%	-$8.72M	0.01%	147
2015 Q2	$12.1M	Sell	181,925 -2,301	-1%	-$152K	2.32%	12
2015 Q1	$11.9M	Buy	184,226 +834	+0.5%	+$52.2K	2.2%	14
2014 Q4	$10.8M	Sell	183,392 -2,904	-2%	-$164K	1.98%	17
2014 Q3	$9.54M	Buy	186,296 +3,699	+2%	+$185K	1.85%	20
2014 Q2	$8.86M	Buy	182,597 +3,365	+2%	+$166K	1.67%	25
2014 Q1	$9.31M	Buy	179,232 +4,742	+3%	+$252K	1.83%	23
2013 Q4	$9.27M	Buy	174,490 +2,320	+1%	+$118K	1.74%	20
2013 Q3	$7.97M	Buy	172,170 +4,601	+3%	+$202K	1.64%	22
2013 Q2	$7.49M	Buy	+167,569	New	+$7.27M	1.6%	25

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Norris Perne & French's BMY Position: Q2 2026 in Review

Norris Perne & French opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 3,548 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Norris Perne & French previously reported a position in BMY as recently as Q1 2023.

Norris Perne & French first reported a position in BMY in Q2 2013 and has held it in 26 quarters since. The position peaked at $21M in Q2 2022. 1,157 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Norris Perne & French held 3,548 shares of Bristol-Myers Squibb worth $204K as of Q2 2026.
Bristol-Myers Squibb was a new Norris Perne & French position in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Norris Perne & French's portfolio in Q2 2026, its #145 holding.
Norris Perne & French first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 26 quarters since.
Norris Perne & French's Bristol-Myers Squibb position peaked at $21M in Q2 2022.
1,157 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.