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Schnieders Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Schnieders Capital 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
2026
Q2 		$474K Hold
8,219
– – 0.06% 148
2026
Q1 		$498K Buy
8,219
+66
+0.8% +$3.85K 0.08% 131
2025
Q4 		$440K Sell
8,153
-750
-8% -$36.1K 0.07% 144
2025
Q3 		$402K Hold
8,903
– – 0.07% 153
2025
Q2 		$412K Hold
8,903
– – 0.07% 153
2025
Q1 		$543K Hold
8,903
– – 0.12% 109
2024
Q4 		$504K Sell
8,903
-20
-0.2% -$1.12K 0.1% 122
2024
Q3 		$462K Sell
8,923
-350
-4% -$16.4K 0.09% 137
2024
Q2 		$385K Sell
9,273
-4,974
-35% -$223K 0.08% 138
2024
Q1 		$773K Sell
14,247
-226
-2% -$11.5K 0.16% 94
2023
Q4 		$743K Sell
14,473
-1,235
-8% -$64.8K 0.16% 92
2023
Q3 		$912K Sell
15,708
-200
-1% -$12.3K 0.2% 80
2023
Q2 		$1.02M Buy
15,908
+61
+0.4% +$4.09K 0.21% 82
2023
Q1 		$1.1M Buy
15,847
+3,000
+23% +$212K 0.25% 76
2022
Q4 		$924K Hold
12,847
– – 0.21% 79
2022
Q3 		$913K Buy
12,847
+5,680
+79% +$412K 0.24% 82
2022
Q2 		$552K Buy
7,167
+850
+13% +$64.7K 0.16% 106
2022
Q1 		$461K Sell
6,317
-195
-3% -$13.1K 0.11% 130
2021
Q4 		$406K Sell
6,512
-700
-10% -$41.1K 0.1% 137
2021
Q3 		$427K Buy
7,212
+21
+0.3% +$1.38K 0.11% 125
2021
Q2 		$481K Sell
7,191
-100
-1% -$6.52K 0.13% 122
2021
Q1 		$460K Hold
7,291
– – 0.14% 117
2020
Q4 		$452K Buy
7,291
+100
+1% +$6.15K 0.15% 109
2020
Q3 		$434K Sell
7,191
-74
-1% -$4.45K 0.16% 97
2020
Q2 		$427K Buy
7,265
+1,149
+19% +$68.7K 0.17% 98
2020
Q1 		$341K Buy
6,116
+125
+2% +$7.64K 0.16% 103
2019
Q4 		$385K Buy
5,991
+203
+4% +$11.6K 0.14% 115
2019
Q3 		$294K Sell
5,788
-225
-4% -$10.6K 0.12% 124
2019
Q2 		$273K Sell
6,013
-687
-10% -$32K 0.11% 129
2019
Q1 		$319K Sell
6,700
-600
-8% -$29.9K 0.14% 107
2018
Q4 		$379K Sell
7,300
-4,700
-39% -$253K 0.19% 98
2018
Q3 		$745K Buy
12,000
+400
+3% +$23.7K 0.31% 79
2018
Q2 		$642K Sell
11,600
-3,400
-23% -$184K 0.27% 87
2018
Q1 		$949K Sell
15,000
-25
-0.2% -$1.61K 0.41% 70
2017
Q4 		$921K Buy
15,025
+5,500
+58% +$344K 0.38% 76
2017
Q3 		$607K Buy
9,525
+2,000
+27% +$117K 0.27% 85
2017
Q2 		$419K Sell
7,525
-500
-6% -$27.2K 0.19% 103
2017
Q1 		$436K Sell
8,025
-3,906
-33% -$214K 0.21% 98
2016
Q4 		$697K Buy
11,931
+1,605
+16% +$87.7K 0.36% 81
2016
Q3 		$557K Sell
10,326
-225
-2% -$14.5K 0.31% 81
2016
Q2 		$776K Buy
10,551
+125
+1% +$8.83K 0.43% 73
2016
Q1 		$666K Buy
10,426
+400
+4% +$25.2K 0.39% 76
2015
Q4 		$690K Buy
10,026
+50
+0.5% +$3.3K 0.42% 69
2015
Q3 		$591K Sell
9,976
-4,749
-32% -$301K 0.41% 70
2015
Q2 		$980K Buy
14,725
+575
+4% +$37.9K 0.58% 54
2015
Q1 		$913K Buy
14,150
+1,600
+13% +$100K 0.55% 57
2014
Q4 		$741K Buy
12,550
+3,900
+45% +$220K 0.49% 65
2014
Q3 		$443K Sell
8,650
-3,000
-26% -$150K 0.33% 79
2014
Q2 		$565K Buy
11,650
+1,775
+18% +$87.5K 0.4% 72
2014
Q1 		$513K Buy
9,875
+1,000
+11% +$53.2K 0.48% 69
2013
Q4 		$472K Buy
+8,875
New +$452K 0.46% 67

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Schnieders Capital Management's BMY Position: Q2 2026 in Review

Schnieders Capital Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 8,219 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #148.

Schnieders Capital Management first reported a position in BMY in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.1M in Q1 2023. 888 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Schnieders Capital Management held 8,219 shares of Bristol-Myers Squibb worth $474K as of Q2 2026.
  • Schnieders Capital Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.06% of Schnieders Capital Management's portfolio in Q2 2026, its #148 holding.
  • Schnieders Capital Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 51 quarters since.
  • Schnieders Capital Management's Bristol-Myers Squibb position peaked at $1.1M in Q1 2023.
  • 888 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.