River Street Advisors’s Bristol-Myers Squibb BMY Stock Holding History

River Street 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	–	Sell	-4,945	Closed	-$300K	–	180
2026 Q1	$300K	Buy	+4,945	New	+$288K	0.1%	142
2024 Q1	–	Sell	-9,714	Closed	-$498K	–	131
2023 Q4	$498K	Sell	9,714 -1,982	-17%	-$104K	0.4%	75
2023 Q3	$679K	Buy	11,696 +526	+5%	+$32.2K	0.64%	52
2023 Q2	$714K	Sell	11,170 -255	-2%	-$17.1K	0.68%	50
2023 Q1	$792K	Buy	11,425 +276	+2%	+$19.5K	0.78%	42
2022 Q4	$802K	Buy	+11,149	New	+$841K	0.86%	40

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

River Street Advisors's BMY Position: Q2 2026 in Review

River Street Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 4,945 shares — an estimated $300K sold.

River Street Advisors first reported a position in BMY in Q4 2022 and held it in 6 quarters. The position peaked at $802K in Q4 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

River Street Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
River Street Advisors sold 4,945 Bristol-Myers Squibb shares in Q2 2026, an estimated $300K.
River Street Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 6 quarters.
River Street Advisors's Bristol-Myers Squibb position peaked at $802K in Q4 2022.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.