Pettee Investors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $689K | Hold |
11,954
| – | – | 0.34% | 69 |
|
|
2026
Q1 | $724K | Buy |
11,954
+730
| +7% | +$42.6K | 0.37% | 67 |
|
|
2025
Q4 | $605K | Hold |
11,224
| – | – | 0.34% | 70 |
|
|
2025
Q3 | $506K | Sell |
11,224
-19,190
| -63% | -$896K | 0.28% | 79 |
|
|
2025
Q2 | $1.41M | Sell |
30,414
-9,897
| -25% | -$486K | 0.84% | 36 |
|
|
2025
Q1 | $2.46M | Sell |
40,311
-1,332
| -3% | -$77.6K | 1.46% | 22 |
|
|
2024
Q4 | $2.36M | Sell |
41,643
-480
| -1% | -$26.8K | 1.2% | 27 |
|
|
2024
Q3 | $2.18M | Hold |
42,123
| – | – | 1.06% | 29 |
|
|
2024
Q2 | $1.75M | Sell |
42,123
-26,352
| -38% | -$1.18M | 0.84% | 46 |
|
|
2024
Q1 | $3.71M | Sell |
68,475
-3,445
| -5% | -$175K | 1.57% | 17 |
|
|
2023
Q4 | $3.69M | Sell |
71,920
-476
| -0.7% | -$25K | 1.63% | 11 |
|
|
2023
Q3 | $4.2M | Sell |
72,396
-3,435
| -5% | -$210K | 2% | 12 |
|
|
2023
Q2 | $4.85M | Buy |
75,831
+1,000
| +1% | +$67.1K | 2.19% | 11 |
|
|
2023
Q1 | $5.19M | Buy |
74,831
+350
| +0.5% | +$24.7K | 2.48% | 10 |
|
|
2022
Q4 | $5.36M | Buy |
74,481
+140
| +0.2% | +$10.6K | 2.63% | 9 |
|
|
2022
Q3 | $5.29M | Sell |
74,341
-1,025
| -1% | -$74.4K | 2.84% | 6 |
|
|
2022
Q2 | $5.8M | Sell |
75,366
-170
| -0.2% | -$12.9K | 2.89% | 6 |
|
|
2022
Q1 | $5.52M | Buy |
75,536
+55
| +0.1% | +$3.69K | 2.43% | 9 |
|
|
2021
Q4 | $4.71M | Buy |
75,481
+1,594
| +2% | +$93.5K | 1.97% | 9 |
|
|
2021
Q3 | $4.37M | Sell |
73,887
-120
| -0.2% | -$7.9K | 2.04% | 10 |
|
|
2021
Q2 | $4.95M | Buy |
74,007
+900
| +1% | +$58.7K | 2.32% | 8 |
|
|
2021
Q1 | $4.62M | Buy |
73,107
+2,775
| +4% | +$173K | 2.23% | 11 |
|
|
2020
Q4 | $4.36M | Buy |
70,332
+2,520
| +4% | +$155K | 2.31% | 10 |
|
|
2020
Q3 | $4.09M | Buy |
67,812
+2,895
| +4% | +$174K | 2.37% | 10 |
|
|
2020
Q2 | $3.82M | Hold |
64,917
| – | – | 2.36% | 11 |
|
|
2020
Q1 | $3.62M | Buy |
64,917
+1,000
| +2% | +$61.1K | 2.61% | 7 |
|
|
2019
Q4 | $4.1M | Buy |
63,917
+8,341
| +15% | +$478K | 2.34% | 10 |
|
|
2019
Q3 | $2.82M | Sell |
55,576
-285
| -0.5% | -$13.4K | 1.77% | 14 |
|
|
2019
Q2 | $2.53M | Sell |
55,861
-686
| -1% | -$32K | 1.61% | 14 |
|
|
2019
Q1 | $2.7M | Hold |
56,547
| – | – | 1.7% | 13 |
|
|
2018
Q4 | $2.94M | Sell |
56,547
-1,100
| -2% | -$59.1K | 2.08% | 11 |
|
|
2018
Q3 | $3.58M | Hold |
57,647
| – | – | 2.11% | 8 |
|
|
2018
Q2 | $3.19M | Sell |
57,647
-1,100
| -2% | -$59.4K | 2.01% | 9 |
|
|
2018
Q1 | $3.72M | Hold |
58,747
| – | – | 2.3% | 7 |
|
|
2017
Q4 | $3.6M | Sell |
58,747
-100
| -0.2% | -$6.25K | 2.18% | 9 |
|
|
2017
Q3 | $3.75M | Sell |
58,847
-1,000
| -2% | -$58.4K | 2.42% | 7 |
|
|
2017
Q2 | $3.33M | Hold |
59,847
| – | – | 2.96% | 9 |
|
|
2017
Q1 | $3.25M | Hold |
59,847
| – | – | 2.94% | 10 |
|
|
2016
Q4 | $3.5M | Buy |
59,847
+4,450
| +8% | +$243K | 3.33% | 7 |
|
|
2016
Q3 | $2.99M | Sell |
55,397
-904
| -2% | -$58.1K | 2.89% | 9 |
|
|
2016
Q2 | $4.14M | Hold |
56,301
| – | – | 4.01% | 5 |
|
|
2016
Q1 | $3.6M | Sell |
56,301
-5,640
| -9% | -$356K | 3.71% | 7 |
|
|
2015
Q4 | $4.26M | Hold |
61,941
| – | – | 4.1% | 5 |
|
|
2015
Q3 | $3.67M | Hold |
61,941
| – | – | 3.84% | 6 |
|
|
2015
Q2 | $4.12M | Hold |
61,941
| – | – | 4.01% | 6 |
|
|
2015
Q1 | $4M | Sell |
61,941
-800
| -1% | -$50.1K | 3.87% | 6 |
|
|
2014
Q4 | $3.7M | Hold |
62,741
| – | – | 3.55% | 6 |
|
|
2014
Q3 | $3.21M | Sell |
62,741
-4,520
| -7% | -$226K | 3.15% | 7 |
|
|
2014
Q2 | $3.26M | Hold |
67,261
| – | – | 2.97% | 8 |
|
|
2014
Q1 | $3.5M | Sell |
67,261
-400
| -0.6% | -$21.3K | 3.28% | 8 |
|
|
2013
Q4 | $3.6M | Buy |
+67,661
| New | +$3.45M | 3.38% | 7 |
|
Other funds holding BMY
Pettee Investors's BMY Position: Q2 2026 in Review
Pettee Investors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 11,954 shares worth $689K. The position accounts for 0.34% of the portfolio, ranked #69.
Pettee Investors first reported a position in BMY in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.8M in Q2 2022. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Pettee Investors held 11,954 shares of Bristol-Myers Squibb worth $689K as of Q2 2026.
- Pettee Investors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
- Bristol-Myers Squibb made up 0.34% of Pettee Investors's portfolio in Q2 2026, its #69 holding.
- Pettee Investors first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 51 quarters since.
- Pettee Investors's Bristol-Myers Squibb position peaked at $5.8M in Q2 2022.
- 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.