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Samalin Investment Counsel’s Bristol-Myers Squibb BMY Stock Holding History

Samalin Investment Counsel’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 		$326K Buy
5,653
+126
+2% +$7.24K 0.1% 236
2026
Q1 		$335K Buy
5,527
+187
+4% +$10.9K 0.12% 230
2025
Q4 		$288K Sell
5,340
-174
-3% -$8.37K 0.1% 239
2025
Q3 		$249K Sell
5,514
-684
-11% -$31.9K 0.09% 278
2025
Q2 		$287K Sell
6,198
-1,010
-14% -$49.6K 0.11% 254
2025
Q1 		$440K Sell
7,208
-217
-3% -$12.6K 0.18% 176
2024
Q4 		$420K Sell
7,425
-1,231
-14% -$68.8K 0.18% 184
2024
Q3 		$448K Sell
8,656
-1,792
-17% -$84.1K 0.19% 174
2024
Q2 		$434K Sell
10,448
-1,337
-11% -$59.8K 0.2% 168
2024
Q1 		$639K Buy
11,785
+870
+8% +$44.3K 0.3% 101
2023
Q4 		$560K Sell
10,915
-541
-5% -$28.4K 0.28% 112
2023
Q3 		$665K Sell
11,456
-3,254
-22% -$199K 0.38% 79
2023
Q2 		$941K Sell
14,710
-602
-4% -$40.4K 0.51% 46
2023
Q1 		$1.06M Sell
15,312
-1,670
-10% -$118K 0.64% 39
2022
Q4 		$1.22M Sell
16,982
-362
-2% -$27.3K 0.77% 34
2022
Q3 		$1.23M Buy
17,344
+86
+0.5% +$6.24K 0.9% 30
2022
Q2 		$1.33M Sell
17,258
-3,239
-16% -$247K 0.94% 29
2022
Q1 		$1.5M Buy
20,497
+657
+3% +$44.1K 0.91% 24
2021
Q4 		$1.24M Sell
19,840
-4,055
-17% -$238K 0.74% 31
2021
Q3 		$1.41M Buy
23,895
+1,000
+4% +$65.9K 0.92% 21
2021
Q2 		$1.53M Sell
22,895
-7,764
-25% -$506K 0.99% 19
2021
Q1 		$1.94M Sell
30,659
-316
-1% -$19.7K 1.3% 13
2020
Q4 		$1.92M Buy
30,975
+1,382
+5% +$85K 1.44% 12
2020
Q3 		$1.78M Buy
29,593
+1,448
+5% +$87.2K 1.59% 10
2020
Q2 		$1.65M Buy
28,145
+14,871
+112% +$889K 1.73% 10
2020
Q1 		$739K Sell
13,274
-86
-0.6% -$5.26K 0.99% 27
2019
Q4 		$857K Buy
+13,360
New +$765K 0.72% 31

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Samalin Investment Counsel's BMY Position: Q2 2026 in Review

Samalin Investment Counsel increased its Bristol-Myers Squibb (BMY) stake by 2.3% in Q2 2026, buying an estimated $7.24K and bringing the position to 5,653 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #236.

Samalin Investment Counsel first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.94M in Q1 2021. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Samalin Investment Counsel held 5,653 shares of Bristol-Myers Squibb worth $326K as of Q2 2026.
  • Samalin Investment Counsel bought 126 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.24K.
  • Bristol-Myers Squibb made up 0.1% of Samalin Investment Counsel's portfolio in Q2 2026, its #236 holding.
  • Samalin Investment Counsel first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Bristol-Myers Squibb position peaked at $1.94M in Q1 2021.
  • 878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.