Royal Fund Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.87M | Buy |
67,139
+4,236
| +7% | +$243K | 0.32% | 103 |
|
|
2026
Q1 | $3.82M | Buy |
62,903
+2,436
| +4% | +$142K | 0.36% | 97 |
|
|
2025
Q4 | $3.26M | Buy |
60,467
+20,625
| +52% | +$992K | 0.3% | 103 |
|
|
2025
Q3 | $1.8M | Sell |
39,842
-15,226
| -28% | -$711K | 0.21% | 124 |
|
|
2025
Q2 | $2.55M | Sell |
55,068
-184
| -0.3% | -$9.03K | 0.25% | 129 |
|
|
2025
Q1 | $3.4M | Sell |
55,252
-281
| -0.5% | -$16.4K | 0.38% | 91 |
|
|
2024
Q4 | $3.16M | Sell |
55,533
-494
| -0.9% | -$27.6K | 0.3% | 107 |
|
|
2024
Q3 | $2.92M | Sell |
56,027
-1,381
| -2% | -$64.8K | 0.17% | 135 |
|
|
2024
Q2 | $2.4M | Sell |
57,408
-5,848
| -9% | -$262K | 0.19% | 112 |
|
|
2024
Q1 | $3.43M | Buy |
63,256
+1,202
| +2% | +$61.2K | 0.34% | 90 |
|
|
2023
Q4 | $3.18M | Sell |
62,054
-2,123
| -3% | -$111K | 0.35% | 89 |
|
|
2023
Q3 | $3.72M | Sell |
64,177
-14,110
| -18% | -$865K | 0.5% | 66 |
|
|
2023
Q2 | $5.01M | Buy |
78,287
+3,696
| +5% | +$248K | 0.62% | 49 |
|
|
2023
Q1 | $5.17M | Buy |
74,591
+9,966
| +15% | +$703K | 0.74% | 46 |
|
|
2022
Q4 | $4.65M | Buy |
64,625
+1,156
| +2% | +$87.2K | 0.74% | 48 |
|
|
2022
Q3 | $4.51M | Sell |
63,469
-8,408
| -12% | -$610K | 0.82% | 45 |
|
|
2022
Q2 | $5.53M | Buy |
71,877
+1,654
| +2% | +$126K | 0.92% | 35 |
|
|
2022
Q1 | $5.13M | Buy |
70,223
+975
| +1% | +$65.5K | 0.74% | 46 |
|
|
2021
Q4 | $4.32M | Buy |
69,248
+3,233
| +5% | +$190K | 0.62% | 61 |
|
|
2021
Q3 | $3.91M | Buy |
66,015
+1,138
| +2% | +$74.9K | 0.57% | 64 |
|
|
2021
Q2 | $4.33M | Buy |
64,877
+1,873
| +3% | +$122K | 0.72% | 54 |
|
|
2021
Q1 | $3.98M | Buy |
63,004
+1,691
| +3% | +$105K | 0.73% | 58 |
|
|
2020
Q4 | $3.8M | Sell |
61,313
-8,509
| -12% | -$523K | 0.81% | 52 |
|
|
2020
Q3 | $4.21M | Buy |
69,822
+9,538
| +16% | +$574K | 1.08% | 30 |
|
|
2020
Q2 | $3.54M | Sell |
60,284
-21,853
| -27% | -$1.31M | 1.25% | 31 |
|
|
2020
Q1 | $4.58M | Sell |
82,137
-28,015
| -25% | -$1.71M | 1.87% | 10 |
|
|
2019
Q4 | $7.07M | Buy |
110,152
+15,274
| +16% | +$875K | 1.8% | 17 |
|
|
2019
Q3 | $4.81M | Buy |
94,878
+93,708
| +8,009% | +$4.4M | 1.34% | 26 |
|
|
2019
Q2 | $53K | Buy |
1,170
+489
| +72% | +$22.8K | 0.02% | 228 |
|
|
2019
Q1 | $32K | Buy |
681
+31
| +5% | +$1.54K | 0.01% | 241 |
|
|
2018
Q4 | $33K | Buy |
650
+15
| +2% | +$806 | 0.01% | 219 |
|
|
2018
Q3 | $39K | Sell |
635
-224
| -26% | -$13.3K | 0.01% | 207 |
|
|
2018
Q2 | $47K | Sell |
859
-76
| -8% | -$4.11K | 0.02% | 196 |
|
|
2018
Q1 | $59K | Buy |
935
+290
| +45% | +$18.7K | 0.02% | 184 |
|
|
2017
Q4 | $39K | Buy |
645
+181
| +39% | +$11.3K | 0.01% | 227 |
|
|
2017
Q3 | $29K | Hold |
464
| – | – | 0.01% | 210 |
|
|
2017
Q2 | $25K | Hold |
464
| – | – | 0.01% | 201 |
|
|
2017
Q1 | $25K | Buy |
464
+100
| +27% | +$5.49K | 0.01% | 191 |
|
|
2016
Q4 | $21K | Buy |
+364
| New | +$19.9K | 0.01% | 194 |
|
Other funds holding BMY
AIM
FWIA
Royal Fund Management's BMY Position: Q2 2026 in Review
Royal Fund Management increased its Bristol-Myers Squibb (BMY) stake by 6.7% in Q2 2026, buying an estimated $243K and bringing the position to 67,139 shares worth $3.87M. The position accounts for 0.32% of the portfolio, ranked #103.
Royal Fund Management first reported a position in BMY in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.07M in Q4 2019. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Royal Fund Management held 67,139 shares of Bristol-Myers Squibb worth $3.87M as of Q2 2026.
- Royal Fund Management bought 4,236 Bristol-Myers Squibb shares in Q2 2026, an estimated $243K.
- Bristol-Myers Squibb made up 0.32% of Royal Fund Management's portfolio in Q2 2026, its #103 holding.
- Royal Fund Management first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 39 quarters since.
- Royal Fund Management's Bristol-Myers Squibb position peaked at $7.07M in Q4 2019.
- 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.