Shelter Mutual Insurance’s Bristol-Myers Squibb BMY Stock Holding History

Shelter Mutual Insurance’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	$3.1M	Hold	53,800	–	–	0.66%	44
2026 Q1	$3.26M	Hold	53,800	–	–	0.73%	43
2025 Q4	$2.9M	Hold	53,800	–	–	0.65%	44
2025 Q3	$2.43M	Hold	53,800	–	–	0.54%	46
2025 Q2	$2.49M	Hold	53,800	–	–	0.58%	46
2025 Q1	$3.28M	Hold	53,800	–	–	0.79%	42
2024 Q4	$3.04M	Hold	53,800	–	–	0.76%	42
2024 Q3	$2.94M	Hold	53,800	–	–	0.7%	44
2024 Q2	$2.23M	Hold	53,800	–	–	0.58%	45
2024 Q1	$2.92M	Hold	53,800	–	–	0.75%	41
2023 Q4	$2.76M	Hold	53,800	–	–	0.76%	42
2023 Q3	$3.12M	Hold	53,800	–	–	0.87%	41
2023 Q2	$3.44M	Hold	53,800	–	–	0.84%	42
2023 Q1	$3.73M	Hold	53,800	–	–	1.04%	36
2022 Q4	$3.87M	Hold	53,800	–	–	1.11%	36
2022 Q3	$3.83M	Hold	53,800	–	–	1.24%	34
2022 Q2	$4.14M	Hold	53,800	–	–	1.26%	34
2022 Q1	$3.93M	Hold	53,800	–	–	1.03%	36
2021 Q4	$3.35M	Hold	53,800	–	–	0.87%	39
2021 Q3	$3.18M	Hold	53,800	–	–	0.9%	38
2021 Q2	$3.6M	Hold	53,800	–	–	1%	38
2021 Q1	$3.4M	Hold	53,800	–	–	0.95%	38
2020 Q4	$3.34M	Buy	53,800 +30,700	+133%	+$1.89M	1.05%	33
2020 Q3	$1.39M	Buy	+23,100	New	+$1.39M	0.48%	44

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Shelter Mutual Insurance's BMY Position: Q2 2026 in Review

Shelter Mutual Insurance held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 53,800 shares worth $3.1M. The position accounts for 0.66% of the portfolio, ranked #44.

Shelter Mutual Insurance first reported a position in BMY in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.14M in Q2 2022. 2,505 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Shelter Mutual Insurance held 53,800 shares of Bristol-Myers Squibb worth $3.1M as of Q2 2026.
Shelter Mutual Insurance left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.66% of Shelter Mutual Insurance's portfolio in Q2 2026, its #44 holding.
Shelter Mutual Insurance first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 24 quarters since.
Shelter Mutual Insurance's Bristol-Myers Squibb position peaked at $4.14M in Q2 2022.
2,505 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.