QVR’s Bristol-Myers Squibb BMY Stock Holding History

QVR’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	–	Sell	-5,000	Closed	-$303K	–	26
2026 Q1	$303K	Buy	5,000 +1,900	+61%	+$111K	0.01%	112
2025 Q4	$167K	Buy	+3,100	New	+$149K	0.01%	102
2023 Q1	–	Sell	-4,700	Closed	-$338K	–	32
2022 Q4	$338K	Sell	4,700 -26,300	-85%	-$1.98M	0.04%	68
2022 Q3	$2.2M	Sell	31,000 -20,200	-39%	-$1.47M	0.18%	98
2022 Q2	$3.94M	Sell	51,200 -21,600	-30%	-$1.65M	0.29%	41
2022 Q1	$5.32M	Buy	+72,800	New	+$4.89M	0.2%	108
2021 Q4	–	Sell	-40,700	Closed	-$2.41M	–	63
2021 Q3	$2.41M	Buy	40,700 +8,000	+24%	+$527K	0.16%	97
2021 Q2	$2.19M	Buy	32,700 +27,800	+567%	+$1.81M	0.22%	43
2021 Q1	$309K	Sell	4,900 -1,300	-21%	-$80.9K	0.03%	94
2020 Q4	$385K	Buy	+6,200	New	+$381K	0.04%	26

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

QVR's BMY Position: Q2 2026 in Review

QVR sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 7,811 shares — an estimated $474K sold.

QVR first reported a position in BMY in Q4 2020 and held it in 6 quarters. The position peaked at $783K in Q4 2025. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

QVR reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
QVR sold 7,811 Bristol-Myers Squibb shares in Q2 2026, an estimated $474K.
QVR first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 6 quarters.
QVR's Bristol-Myers Squibb position peaked at $783K in Q4 2025.
440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on QVR's 13F filing for Q2 2026.