O'Keefe Stevens Advisory’s Bristol-Myers Squibb BMY Stock Holding History

O'Keefe Stevens Advisory’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	$240K	Hold	4,170	–	–	0.05%	74
2026 Q1	$253K	Hold	4,170	–	–	0.06%	67
2025 Q4	$225K	Buy	+4,170	New	+$201K	0.06%	63
2025 Q2	–	Sell	-4,632	Closed	-$283K	–	69
2025 Q1	$283K	Buy	4,632 +62	+1%	+$3.61K	0.09%	59
2024 Q4	$258K	Hold	4,570	–	–	0.08%	64
2024 Q3	$236K	Buy	+4,570	New	+$214K	0.07%	66
2024 Q2	–	Sell	-4,570	Closed	-$248K	–	70
2024 Q1	$248K	Hold	4,570	–	–	0.08%	51
2023 Q4	$234K	Buy	+4,570	New	+$240K	0.09%	41

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

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

O'Keefe Stevens Advisory's BMY Position: Q2 2026 in Review

O'Keefe Stevens Advisory held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,170 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #74.

O'Keefe Stevens Advisory first reported a position in BMY in Q4 2023 and has held it in 8 quarters since. The position peaked at $283K in Q1 2025. 1,086 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

O'Keefe Stevens Advisory held 4,170 shares of Bristol-Myers Squibb worth $240K as of Q2 2026.
O'Keefe Stevens Advisory left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.05% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #74 holding.
O'Keefe Stevens Advisory first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 8 quarters since.
O'Keefe Stevens Advisory's Bristol-Myers Squibb position peaked at $283K in Q1 2025.
1,086 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.