Poehling Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Poehling Capital Management’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	$3.08M	Sell	53,476 -235	-0.4%	-$13.5K	0.66%	47
2026 Q1	$3.26M	Sell	53,711 -247	-0.5%	-$14.4K	0.69%	45
2025 Q4	$2.91M	Sell	53,958 -2,370	-4%	-$114K	0.6%	46
2025 Q3	$2.54M	Sell	56,328 -932	-2%	-$43.5K	0.53%	51
2025 Q2	$2.65M	Sell	57,260 -40	-0.1%	-$1.96K	0.62%	45
2025 Q1	$3.49M	Buy	57,300 +196	+0.3%	+$11.4K	0.88%	34
2024 Q4	$3.23M	Sell	57,104 -34	-0.1%	-$1.9K	0.79%	36
2024 Q3	$2.96M	Buy	57,138 +1,458	+3%	+$68.4K	0.76%	43
2024 Q2	$2.31M	Sell	55,680 -33,890	-38%	-$1.52M	0.63%	49
2024 Q1	$5.89M	Buy	89,570 +758	+0.9%	+$38.6K	1.58%	20
2023 Q4	$5.56M	Sell	88,812 -165	-0.2%	-$8.66K	1.76%	18
2023 Q3	$6.03M	Buy	88,977 +26,067	+41%	+$1.6M	2.11%	14
2023 Q2	$5.72M	Buy	62,910 +1,311	+2%	+$87.9K	1.93%	17
2023 Q1	$6.11M	Buy	61,599 +17,237	+39%	+$1.22M	2.06%	14
2022 Q4	$6.04M	Sell	44,362 -250	-0.6%	-$18.9K	2.26%	11
2022 Q3	$4.54M	Buy	44,612 +40,120	+893%	+$2.91M	1.9%	19
2022 Q2	$346K	Sell	4,492 -31,804	-88%	-$2.42M	0.13%	85
2022 Q1	$2.65M	Buy	36,296 +349	+1%	+$23.4K	0.82%	38
2021 Q4	$2.24M	Buy	35,947 +6,684	+23%	+$392K	0.72%	46
2021 Q3	$1.73M	Buy	29,263 +788	+3%	+$51.9K	0.58%	57
2021 Q2	$1.9M	Buy	28,475 +1,255	+5%	+$81.8K	0.61%	59
2021 Q1	$1.72M	Buy	27,220 +10,511	+63%	+$654K	0.6%	57
2020 Q4	$1.04M	Buy	16,709 +4,269	+34%	+$263K	0.41%	78
2020 Q3	$750K	Buy	+12,440	New	+$749K	0.39%	74
2018 Q3	–	Sell	-100	Closed	-$6K	–	122
2018 Q2	$6K	Sell	100 -440	-81%	-$23.8K	0.01%	248
2018 Q1	$34K	Buy	540 +100	+23%	+$6.43K	0.03%	170
2017 Q4	$27K	Buy	+440	New	+$27.5K	0.02%	174

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Poehling Capital Management's BMY Position: Q2 2026 in Review

Poehling Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 0.44% in Q2 2026, selling an estimated $13.5K and leaving 53,476 shares worth $3.08M. The position accounts for 0.66% of the portfolio, ranked #47.

Poehling Capital Management first reported a position in BMY in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.11M in Q1 2023. 954 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Poehling Capital Management held 53,476 shares of Bristol-Myers Squibb worth $3.08M as of Q2 2026.
Poehling Capital Management sold 235 Bristol-Myers Squibb shares in Q2 2026, an estimated $13.5K.
Bristol-Myers Squibb made up 0.66% of Poehling Capital Management's portfolio in Q2 2026, its #47 holding.
Poehling Capital Management first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 27 quarters since.
Poehling Capital Management's Bristol-Myers Squibb position peaked at $6.11M in Q1 2023.
954 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.