Pine Haven Investment Counsel’s Bristol-Myers Squibb BMY Stock Holding History

Pine Haven Investment Counsel’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	$205K	Hold	3,561	–	–	0.14%	116
2026 Q1	$216K	Buy	+3,561	New	+$208K	0.16%	111
2025 Q2	–	Sell	-4,161	Closed	-$254K	–	112
2025 Q1	$254K	Hold	4,161	–	–	0.21%	93
2024 Q4	$235K	Sell	4,161 -200	-5%	-$11.2K	0.19%	96
2024 Q3	$226K	Buy	+4,361	New	+$205K	0.18%	104
2024 Q2	–	Sell	-5,026	Closed	-$273K	–	108
2024 Q1	$273K	Sell	5,026 -50	-1%	-$2.55K	0.24%	90
2023 Q4	$260K	Hold	5,076	–	–	0.24%	86
2023 Q3	$295K	Hold	5,076	–	–	0.31%	78
2023 Q2	$325K	Sell	5,076 -205	-4%	-$13.7K	0.32%	74
2023 Q1	$366K	Sell	5,281 -90	-2%	-$6.35K	0.38%	69
2022 Q4	$386K	Hold	5,371	–	–	0.42%	62
2022 Q3	$382K	Hold	5,371	–	–	0.47%	60
2022 Q2	$414K	Hold	5,371	–	–	0.48%	54
2022 Q1	$392K	Hold	5,371	–	–	0.38%	72
2021 Q4	$335K	Buy	+5,371	New	+$315K	0.31%	79

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Pine Haven Investment Counsel's BMY Position: Q2 2026 in Review

Pine Haven Investment Counsel held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,561 shares worth $205K. The position accounts for 0.14% of the portfolio, ranked #116.

Pine Haven Investment Counsel first reported a position in BMY in Q4 2021 and has held it in 15 quarters since. The position peaked at $414K in Q2 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Pine Haven Investment Counsel held 3,561 shares of Bristol-Myers Squibb worth $205K as of Q2 2026.
Pine Haven Investment Counsel left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.14% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #116 holding.
Pine Haven Investment Counsel first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 15 quarters since.
Pine Haven Investment Counsel's Bristol-Myers Squibb position peaked at $414K in Q2 2022.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.