Peddock Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Peddock Capital 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	$303K	Buy	5,264 +2	+0%	+$115	0.06%	132
2026 Q1	$319K	Buy	5,262 +1	+0%	+$58	0.07%	127
2025 Q4	$284K	Buy	5,261 +2	+0%	+$96	0.06%	133
2025 Q3	$237K	Buy	5,259 +1	+0%	+$47	0.05%	151
2025 Q2	$243K	Buy	5,258 +2	+0%	+$98	0.06%	147
2025 Q1	$321K	Buy	5,256 +107	+2%	+$6.24K	0.08%	132
2024 Q4	$291K	Buy	5,149 +2	+0%	+$112	0.07%	134
2024 Q3	$266K	Buy	5,147 +1	+0%	+$47	0.06%	140
2024 Q2	$214K	Sell	5,146 -561	-10%	-$25.1K	0.06%	148
2024 Q1	$310K	Buy	5,707 +1	+0%	+$51	0.08%	129
2023 Q4	$293K	Sell	5,706 -2,070	-27%	-$109K	0.09%	130
2023 Q3	$451K	Buy	7,776 +3	+0%	+$184	0.15%	100
2023 Q2	$497K	Sell	7,773 -958	-11%	-$64.2K	0.16%	96
2023 Q1	$605K	Sell	8,731 -14	-0.2%	-$987	0.21%	87
2022 Q4	$629K	Buy	8,745 +3	+0%	+$226	0.24%	85
2022 Q3	$621K	Buy	8,742 +2	+0%	+$145	0.26%	88
2022 Q2	$673K	Sell	8,740 -63	-0.7%	-$4.8K	0.26%	87
2022 Q1	$643K	Sell	8,803 -381	-4%	-$25.6K	0.21%	103
2021 Q4	$573K	Sell	9,184 -512	-5%	-$30K	0.19%	99
2021 Q3	$574K	Sell	9,696 -2,347	-19%	-$155K	0.2%	97
2021 Q2	$817K	Sell	12,043 -850	-7%	-$55.4K	0.29%	81
2021 Q1	$814K	Buy	12,893 +1	+0%	+$62	0.31%	78
2020 Q4	$800K	Sell	12,892 -94	-0.7%	-$5.78K	0.42%	59
2020 Q3	$783K	Sell	12,986 -100	-0.8%	-$6.02K	0.48%	54
2020 Q2	$769K	Sell	13,086 -879	-6%	-$52.6K	0.49%	54
2020 Q1	$778K	Sell	13,965 -564	-4%	-$34.5K	0.58%	42
2019 Q4	$933K	Buy	14,529 +8,713	+150%	+$499K	0.48%	47
2019 Q3	$295K	Buy	5,816 +1	+0%	+$47	0.16%	89
2019 Q2	$264K	Buy	5,815 +1	+0%	+$47	0.14%	94
2019 Q1	$277K	Hold	5,814	–	–	0.15%	88
2018 Q4	$302K	Sell	5,814 -899	-13%	-$48.3K	0.18%	82
2018 Q3	$417K	Sell	6,713 -249	-4%	-$14.8K	0.2%	82
2018 Q2	$385K	Sell	6,962 -544	-7%	-$29.4K	0.19%	85
2018 Q1	$475K	Sell	7,506 -589	-7%	-$37.9K	0.25%	75
2017 Q4	$496K	Buy	8,095 +1	+0%	+$63	0.25%	74
2017 Q3	$516K	Hold	8,094	–	–	0.26%	71
2017 Q2	$451K	Buy	8,094 +1,696	+27%	+$92.3K	0.24%	75
2017 Q1	$348K	Buy	6,398 +90	+1%	+$4.94K	0.2%	79
2016 Q4	$369K	Sell	6,308 -12	-0.2%	-$656	0.22%	72
2016 Q3	$341K	Buy	6,320 +12	+0.2%	+$771	0.21%	74
2016 Q2	$464K	Sell	6,308 -200	-3%	-$14.1K	0.3%	54
2016 Q1	$416K	Hold	6,508	–	–	0.31%	57
2015 Q4	$448K	Sell	6,508 -16	-0.2%	-$1.06K	0.34%	59
2015 Q3	$386K	Sell	6,524 -236	-3%	-$15K	0.35%	66
2015 Q2	$450K	Hold	6,760	–	–	0.37%	68
2015 Q1	$436K	Hold	6,760	–	–	0.36%	65
2014 Q4	$399K	Sell	6,760 -500	-7%	-$28.2K	0.32%	71
2014 Q3	$372K	Hold	7,260	–	–	0.3%	72
2014 Q2	$352K	Hold	7,260	–	–	0.27%	73
2014 Q1	$377K	Hold	7,260	–	–	0.3%	67
2013 Q4	$386K	Buy	+7,260	New	+$370K	0.3%	66

Other funds holding BMY

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 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Peddock Capital Advisors's BMY Position: Q2 2026 in Review

Peddock Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.04% in Q2 2026, buying an estimated $115 and bringing the position to 5,264 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #132.

Peddock Capital Advisors first reported a position in BMY in Q4 2013 and has held it in 51 quarters since. The position peaked at $933K in Q4 2019. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Peddock Capital Advisors held 5,264 shares of Bristol-Myers Squibb worth $303K as of Q2 2026.
Peddock Capital Advisors bought 2 Bristol-Myers Squibb shares in Q2 2026, an estimated $115.
Bristol-Myers Squibb made up 0.06% of Peddock Capital Advisors's portfolio in Q2 2026, its #132 holding.
Peddock Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 51 quarters since.
Peddock Capital Advisors's Bristol-Myers Squibb position peaked at $933K in Q4 2019.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.