Roble Belko & Company’s Bristol-Myers Squibb BMY Stock Holding History

Roble Belko & Company’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	$53K	Buy	919 +8	+0.9%	+$459	0.01%	208
2026 Q1	$55K	Buy	911 +8	+0.9%	+$466	0.01%	202
2025 Q4	$49K	Buy	903 +109	+14%	+$5.24K	0.01%	209
2025 Q3	$36K	Buy	794 +10	+1%	+$467	﹤0.01%	188
2025 Q2	$36K	Buy	784 +8	+1%	+$393	0.01%	197
2025 Q1	$47K	Buy	776 +676	+676%	+$39.4K	0.01%	175
2024 Q4	$6K	Hold	100	–	–	﹤0.01%	269
2024 Q3	$5K	Hold	100	–	–	﹤0.01%	255
2024 Q2	$4K	Hold	100	–	–	﹤0.01%	262
2024 Q1	$5K	Hold	100	–	–	﹤0.01%	263
2023 Q4	$5K	Hold	100	–	–	﹤0.01%	259
2023 Q3	$6K	Hold	100	–	–	﹤0.01%	232
2023 Q2	$6K	Hold	100	–	–	﹤0.01%	231
2023 Q1	$7K	Sell	100 -160	-62%	-$11.3K	﹤0.01%	237
2022 Q4	$19K	Hold	260	–	–	﹤0.01%	214
2022 Q3	$18K	Hold	260	–	–	﹤0.01%	205
2022 Q2	$20K	Sell	260 -250	-49%	-$19K	﹤0.01%	200
2022 Q1	$37K	Buy	510 +250	+96%	+$16.8K	0.01%	178
2021 Q4	$16K	Hold	260	–	–	﹤0.01%	233
2021 Q3	$15K	Sell	260 -1	-0.4%	-$66	﹤0.01%	227
2021 Q2	$17K	Hold	261	–	–	﹤0.01%	233
2021 Q1	$16K	Hold	261	–	–	﹤0.01%	222
2020 Q4	$16K	Hold	261	–	–	﹤0.01%	202
2020 Q3	$16K	Sell	261 -300	-53%	-$18.1K	﹤0.01%	204
2020 Q2	$33K	Buy	561 +250	+80%	+$15K	0.01%	164
2020 Q1	$17K	Hold	311	–	–	0.01%	199
2019 Q4	$20K	Hold	311	–	–	0.01%	211
2019 Q3	$16K	Hold	311	–	–	﹤0.01%	222
2019 Q2	$14K	Hold	311	–	–	﹤0.01%	232
2019 Q1	$15K	Sell	311 -6,490	-95%	-$323K	0.01%	186
2018 Q4	$353K	Buy	6,801 +6,491	+2,094%	+$349K	0.14%	54
2018 Q3	$19K	Hold	310	–	–	0.01%	165
2018 Q2	$17K	Sell	310 -538	-63%	-$29.1K	0.01%	175
2018 Q1	$54K	Buy	848 +73	+9%	+$4.7K	0.02%	119
2017 Q4	$47K	Buy	775 +415	+115%	+$26K	0.02%	116
2017 Q3	$23K	Buy	360 +160	+80%	+$9.34K	0.01%	130
2017 Q2	$11K	Hold	200	–	–	0.01%	177
2017 Q1	$11K	Hold	200	–	–	0.01%	181
2016 Q4	$12K	Sell	200 -765	-79%	-$41.8K	0.01%	189
2016 Q3	$52K	Buy	965 +775	+408%	+$49.8K	0.03%	111
2016 Q2	$14K	Sell	190 -225	-54%	-$15.9K	0.01%	174
2016 Q1	$27K	Buy	415 +265	+177%	+$16.7K	0.02%	120
2015 Q4	$10K	Buy	150 +50	+50%	+$3.3K	0.01%	144
2015 Q3	$6K	Hold	100	–	–	﹤0.01%	154
2015 Q2	$7K	Hold	100	–	–	﹤0.01%	166
2015 Q1	$6K	Buy	+100	New	+$6.26K	﹤0.01%	177

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

Roble Belko & Company's BMY Position: Q2 2026 in Review

Roble Belko & Company increased its Bristol-Myers Squibb (BMY) stake by 0.88% in Q2 2026, buying an estimated $459 and bringing the position to 919 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #208.

Roble Belko & Company first reported a position in BMY in Q1 2015 and has held it in 46 quarters since. The position peaked at $353K in Q4 2018. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Roble Belko & Company held 919 shares of Bristol-Myers Squibb worth $53K as of Q2 2026.
Roble Belko & Company bought 8 Bristol-Myers Squibb shares in Q2 2026, an estimated $459.
Bristol-Myers Squibb made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #208 holding.
Roble Belko & Company first reported a position in Bristol-Myers Squibb in Q1 2015 and has held it in 46 quarters since.
Roble Belko & Company's Bristol-Myers Squibb position peaked at $353K in Q4 2018.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.