Richards, Merrill & Peterson’s Bristol-Myers Squibb BMY Stock Holding History

Richards, Merrill & Peterson’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	$369K	Buy	6,400 +969	+18%	+$55.6K	0.12%	146
2026 Q1	$329K	Sell	5,431 -426	-7%	-$24.8K	0.12%	148
2025 Q4	$316K	Sell	5,857 -946	-14%	-$45.5K	0.12%	144
2025 Q3	$307K	Sell	6,803 -545	-7%	-$25.5K	0.13%	134
2025 Q2	$340K	Buy	7,348 +4	+0.1%	+$196	0.16%	125
2025 Q1	$448K	Sell	7,344 -112	-2%	-$6.53K	0.23%	99
2024 Q4	$422K	Buy	+7,456	New	+$417K	0.22%	102

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Richards, Merrill & Peterson's BMY Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, buying an estimated $55.6K and bringing the position to 6,400 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #146.

Richards, Merrill & Peterson first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q1 2025. 1,086 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Richards, Merrill & Peterson held 6,400 shares of Bristol-Myers Squibb worth $369K as of Q2 2026.
Richards, Merrill & Peterson bought 969 Bristol-Myers Squibb shares in Q2 2026, an estimated $55.6K.
Bristol-Myers Squibb made up 0.12% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #146 holding.
Richards, Merrill & Peterson first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Bristol-Myers Squibb position peaked at $448K in Q1 2025.
1,086 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.