Royal Fund Management’s Bristol-Myers Squibb BMY Stock Holding History

Royal Fund Management’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
2024 Q4	–	Sell	-2,000	Closed	-$103K	–	295
2024 Q3	$103K	Buy	+2,000	New	+$93.8K	0.01%	324
2024 Q2	–	Sell	-3,300	Closed	-$179K	–	292
2024 Q1	$179K	Sell	3,300 -200	-6%	-$10.2K	0.02%	296
2023 Q4	$180K	Buy	+3,500	New	+$184K	0.02%	275
2023 Q2	–	Sell	-5,400	Closed	-$374K	–	279
2023 Q1	$374K	Hold	5,400	–	–	0.05%	227
2022 Q4	$389K	Buy	+5,400	New	+$407K	0.06%	193
2022 Q2	–	Sell	-5,200	Closed	-$379K	–	200
2022 Q1	$379K	Buy	+5,200	New	+$349K	0.05%	164

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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.