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Plancorp LLC’s Bristol-Myers Squibb BMY Stock Holding History

Plancorp LLC’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 		$977K Buy
16,457
+5,491
+50% +$315K 0.02% 192
2026
Q1 		$643K Buy
10,966
+409
+4% +$23.8K 0.02% 198
2025
Q4 		$569K Sell
10,557
-374
-3% -$18K 0.02% 207
2025
Q3 		$493K Buy
10,931
+119
+1% +$5.56K 0.02% 224
2025
Q2 		$500K Sell
10,812
-988
-8% -$48.5K 0.02% 223
2025
Q1 		$720K Buy
11,800
+5
+0% +$291 0.03% 168
2024
Q4 		$667K Buy
11,795
+1,710
+17% +$95.5K 0.03% 159
2024
Q3 		$522K Buy
10,085
+478
+5% +$22.4K 0.02% 189
2024
Q2 		$399K Buy
9,607
+126
+1% +$5.64K 0.02% 202
2024
Q1 		$514K Buy
9,481
+109
+1% +$5.55K 0.02% 178
2023
Q4 		$481K Sell
9,372
-77
-0.8% -$4.04K 0.02% 165
2023
Q3 		$548K Buy
9,449
+476
+5% +$29.2K 0.03% 146
2023
Q2 		$574K Buy
8,973
+275
+3% +$18.4K 0.03% 143
2023
Q1 		$603K Buy
8,698
+38
+0.4% +$2.68K 0.03% 142
2022
Q4 		$623K Buy
8,660
+98
+1% +$7.39K 0.04% 133
2022
Q3 		$609K Sell
8,562
-330
-4% -$23.9K 0.04% 126
2022
Q2 		$685K Buy
8,892
+448
+5% +$34.1K 0.04% 124
2022
Q1 		$617K Buy
8,444
+405
+5% +$27.2K 0.04% 135
2021
Q4 		$501K Sell
8,039
-394
-5% -$23.1K 0.03% 151
2021
Q3 		$499K Buy
8,433
+525
+7% +$34.6K 0.03% 140
2021
Q2 		$528K Sell
7,908
-2,080
-21% -$136K 0.04% 128
2021
Q1 		$631K Sell
9,988
-872
-8% -$54.3K 0.14% 106
2020
Q4 		$674K Buy
10,860
+684
+7% +$42.1K 0.17% 96
2020
Q3 		$614K Buy
10,176
+94
+0.9% +$5.66K 0.19% 89
2020
Q2 		$593K Sell
10,082
-642
-6% -$38.4K 0.18% 85
2020
Q1 		$598K Buy
10,724
+577
+6% +$35.3K 0.23% 76
2019
Q4 		$651K Buy
10,147
+4,346
+75% +$249K 0.2% 87
2019
Q3 		$294K Sell
5,801
-30
-0.5% -$1.41K 0.11% 139
2019
Q2 		$264K Sell
5,831
-680
-10% -$31.7K 0.1% 144
2019
Q1 		$311K Buy
6,511
+998
+18% +$49.7K 0.12% 130
2018
Q4 		$287K Sell
5,513
-1,425
-21% -$76.6K 0.13% 120
2018
Q3 		$431K Buy
6,938
+439
+7% +$26.1K 0.17% 106
2018
Q2 		$360K Buy
6,499
+3
+0% +$162 0.14% 109
2018
Q1 		$412K Buy
6,496
+713
+12% +$45.9K 0.13% 102
2017
Q4 		$353K Buy
5,783
+299
+5% +$18.7K 0.12% 118
2017
Q3 		$351K Hold
5,484
– – 0.1% 109
2017
Q2 		$308K Sell
5,484
-400
-7% -$21.8K 0.09% 122
2017
Q1 		$319K Hold
5,884
– – 0.09% 125
2016
Q4 		$344K Buy
+5,884
New +$322K 0.1% 115
2015
Q4 		– Sell
-6,000
Closed -$355K – 80
2015
Q3 		$355K Buy
+6,000
New +$381K 0.32% 64
2015
Q1 		– Sell
-6,000
Closed -$354K – 91
2014
Q4 		$354K Sell
6,000
-7,153
-54% -$403K 0.37% 43
2014
Q3 		$673K Buy
13,153
+7,153
+119% +$357K 0.71% 29
2014
Q2 		$291K Sell
6,000
-7,153
-54% -$352K 0.26% 53
2014
Q1 		$684K Sell
13,153
-207
-2% -$11K 0.46% 44
2013
Q4 		$711K Buy
+13,360
New +$681K 0.62% 30

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Plancorp LLC's BMY Position: Q2 2026 in Review

Plancorp LLC increased its Bristol-Myers Squibb (BMY) stake by 50% in Q2 2026, buying an estimated $315K and bringing the position to 16,457 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #192.

Plancorp LLC first reported a position in BMY in Q4 2013 and has held it in 45 quarters since. 706 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Plancorp LLC held 16,457 shares of Bristol-Myers Squibb worth $977K as of Q2 2026.
  • Plancorp LLC bought 5,491 Bristol-Myers Squibb shares in Q2 2026, an estimated $315K.
  • Bristol-Myers Squibb made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #192 holding.
  • Plancorp LLC first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 45 quarters since.
  • 706 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.