Sanders Morris Harris’s Bristol-Myers Squibb BMY Stock Holding History

Sanders Morris Harris’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	-14,607	Closed	-$886K	–	98
2026 Q1	$886K	Buy	+14,607	New	+$852K	0.14%	129
2025 Q4	–	Sell	-17,607	Closed	-$794K	–	66
2025 Q3	$794K	Buy	17,607 +11,607	+193%	+$542K	0.1%	132
2025 Q2	$278K	Sell	6,000 -12,107	-67%	-$594K	0.07%	109
2025 Q1	$1.09M	Sell	18,107 -30	-0.2%	-$1.75K	0.17%	82
2024 Q4	$1.03M	Sell	18,137 -1,000	-5%	-$55.9K	0.15%	100
2024 Q3	$990K	Sell	19,137 -13,314	-41%	-$625K	0.16%	91
2024 Q2	$1.35M	Buy	32,451 +12,807	+65%	+$573K	0.22%	63
2024 Q1	$1.07M	Buy	19,644 +7,187	+58%	+$366K	0.2%	79
2023 Q4	$645K	Sell	12,457 -57,657	-82%	-$3.03M	0.32%	91
2023 Q3	$4.04M	Buy	70,114 +33,000	+89%	+$2.02M	0.83%	20
2023 Q2	$2.38M	Buy	37,114 +12,107	+48%	+$812K	0.53%	25
2023 Q1	$1.73M	Sell	25,007 -12,107	-33%	-$854K	0.61%	18
2022 Q4	$2.67M	Sell	37,114 -2,250	-6%	-$170K	1.01%	17
2022 Q3	$2.79M	Sell	39,364 -137	-0.3%	-$9.94K	0.68%	25
2022 Q2	$3.04M	Sell	39,501 -1,000	-2%	-$76.2K	0.67%	28
2022 Q1	$2.96M	Buy	40,501 +137	+0.3%	+$9.2K	0.58%	32
2021 Q4	$2.51M	Sell	40,364 -500	-1%	-$29.3K	0.43%	44
2021 Q3	$2.42M	Hold	40,864	–	–	0.44%	45
2021 Q2	$2.73M	Sell	40,864 -20	-0%	-$1.3K	0.53%	38
2021 Q1	$2.57M	Hold	40,884	–	–	0.54%	40
2020 Q4	$2.57M	Sell	40,884 -535	-1%	-$32.9K	0.59%	41
2020 Q3	$2.51M	Buy	41,419 +8,554	+26%	+$515K	0.68%	36
2020 Q2	$1.93M	Buy	32,865 +8,937	+37%	+$535K	0.94%	19
2020 Q1	$472K	Sell	23,928 -6,836	-22%	-$418K	0.46%	51
2019 Q4	$1.79M	Buy	30,764 +3,140	+11%	+$180K	0.41%	67
2019 Q3	$1.37M	Buy	27,624 +60	+0.2%	+$2.82K	0.33%	74
2019 Q2	$1.26M	Buy	27,564 +17,237	+167%	+$803K	0.33%	72
2019 Q1	$493K	Sell	10,327 -2,945	-22%	-$147K	0.24%	58
2018 Q4	$689K	Hold	13,272	–	–	0.38%	46
2018 Q3	$824K	Sell	13,272 -1,155	-8%	-$68.5K	0.39%	49
2018 Q2	$798K	Hold	14,427	–	–	0.37%	49
2018 Q1	$913K	Sell	14,427 -283	-2%	-$18.2K	0.38%	45
2017 Q4	$901K	Buy	14,710 +150	+1%	+$9.38K	0.38%	41
2017 Q3	$928K	Buy	14,560 +7,950	+120%	+$464K	0.4%	53
2017 Q2	$369K	Hold	6,610	–	–	0.15%	79
2017 Q1	$360K	Buy	+6,610	New	+$363K	0.13%	92
2016 Q4	–	Sell	-10,850	Closed	-$585K	–	131
2016 Q3	$585K	Buy	10,850 +5,279	+95%	+$339K	0.18%	78
2016 Q2	$410K	Sell	5,571 -6,497	-54%	-$459K	0.1%	156
2016 Q1	$771K	Buy	+12,068	New	+$761K	0.13%	148

Other funds holding BMY

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sanders Morris Harris's BMY Position: Q2 2026 in Review

Sanders Morris Harris sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 14,607 shares — an estimated $886K sold.

Sanders Morris Harris first reported a position in BMY in Q1 2016 and held it in 39 quarters. The position peaked at $4.04M in Q3 2023. 953 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Sanders Morris Harris reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 14,607 Bristol-Myers Squibb shares in Q2 2026, an estimated $886K.
Sanders Morris Harris first reported a position in Bristol-Myers Squibb in Q1 2016 and held it in 39 quarters.
Sanders Morris Harris's Bristol-Myers Squibb position peaked at $4.04M in Q3 2023.
953 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.