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Richwood Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Richwood Investment Advisors’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 		$652K Buy
11,312
+715
+7% +$41.1K 0.46% 54
2026
Q1 		$643K Sell
10,597
-410
-4% -$23.9K 0.5% 48
2025
Q4 		$682K Sell
11,007
-880
-7% -$42.3K 0.49% 47
2025
Q3 		$536K Sell
11,887
-1,416
-11% -$66.1K 0.42% 54
2025
Q2 		$616K Buy
13,303
+225
+2% +$11K 0.51% 47
2025
Q1 		$798K Buy
13,078
+730
+6% +$42.6K 0.68% 36
2024
Q4 		$698K Buy
12,348
+750
+6% +$41.9K 0.58% 39
2024
Q3 		$600K Sell
11,598
-719
-6% -$33.7K 0.5% 51
2024
Q2 		$512K Sell
12,317
-504
-4% -$22.6K 0.45% 56
2024
Q1 		$695K Sell
12,821
-1,949
-13% -$99.3K 0.62% 41
2023
Q4 		$758K Sell
14,770
-486
-3% -$25.5K 0.71% 33
2023
Q3 		$885K Sell
15,256
-135
-0.9% -$8.27K 0.9% 26
2023
Q2 		$984K Sell
15,391
-49
-0.3% -$3.29K 0.96% 23
2023
Q1 		$1.07M Sell
15,440
-21
-0.1% -$1.48K 1.07% 22
2022
Q4 		$1.11M Buy
15,461
+206
+1% +$15.5K 1.12% 22
2022
Q3 		$1.08M Sell
15,255
-90
-0.6% -$6.53K 1.19% 18
2022
Q2 		$1.18M Buy
15,345
+82
+0.5% +$6.25K 1.19% 17
2022
Q1 		$1.11M Buy
15,263
+70
+0.5% +$4.7K 1% 22
2021
Q4 		$947K Buy
+15,193
New +$891K 0.83% 26

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Richwood Investment Advisors's BMY Position: Q2 2026 in Review

Richwood Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 6.7% in Q2 2026, buying an estimated $41.1K and bringing the position to 11,312 shares worth $652K. The position accounts for 0.46% of the portfolio, ranked #54.

Richwood Investment Advisors first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Richwood Investment Advisors held 11,312 shares of Bristol-Myers Squibb worth $652K as of Q2 2026.
  • Richwood Investment Advisors bought 715 Bristol-Myers Squibb shares in Q2 2026, an estimated $41.1K.
  • Bristol-Myers Squibb made up 0.46% of Richwood Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Richwood Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Bristol-Myers Squibb position peaked at $1.18M in Q2 2022.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.