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Signature Estate & Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Signature Estate & Investment Advisors’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
-4,048
Closed -$246K – 673
2026
Q1 		$246K Sell
4,048
-728
-15% -$42.4K 0.01% 579
2025
Q4 		$258K Sell
4,776
-209
-4% -$10.1K 0.01% 533
2025
Q3 		$225K Sell
4,985
-861
-15% -$40.2K ﹤0.01% 554
2025
Q2 		$271K Sell
5,846
-3,288
-36% -$161K 0.01% 491
2025
Q1 		$557K Buy
9,134
+410
+5% +$23.9K 0.01% 319
2024
Q4 		$493K Buy
8,724
+2,775
+47% +$155K 0.01% 331
2024
Q3 		$308K Buy
5,949
+932
+19% +$43.7K 0.01% 397
2024
Q2 		$208K Buy
+5,017
New +$224K 0.01% 482
2023
Q1 		– Sell
-3,149
Closed -$227K – 177
2022
Q4 		$227K Sell
3,149
-137,162
-98% -$10.3M 0.01% 173
2022
Q3 		$9.97M Buy
140,311
+7,443
+6% +$540K 0.47% 34
2022
Q2 		$10.2M Sell
132,868
-26,791
-17% -$2.04M 0.52% 33
2022
Q1 		$11.7M Sell
159,659
-2,987
-2% -$201K 0.53% 35
2021
Q4 		$10.1M Buy
162,646
+19,399
+14% +$1.14M 0.45% 38
2021
Q3 		$8.48M Buy
143,247
+16,894
+13% +$1.11M 0.42% 39
2021
Q2 		$8.44M Buy
126,353
+11,221
+10% +$732K 0.38% 39
2021
Q1 		$7.27M Buy
115,132
+15,537
+16% +$967K 0.35% 42
2020
Q4 		$6.18M Buy
99,595
+8,355
+9% +$514K 0.33% 44
2020
Q3 		$5.5M Buy
91,240
+6,751
+8% +$406K 0.34% 44
2020
Q2 		$4.97M Buy
84,489
+3,380
+4% +$202K 0.35% 41
2020
Q1 		$4.52M Buy
81,109
+955
+1% +$58.4K 0.36% 43
2019
Q4 		$5.15M Buy
+80,154
New +$4.59M 0.31% 51
2016
Q3 		– Sell
-3,711
Closed -$273K – 159
2016
Q2 		$273K Buy
+3,711
New +$262K 0.04% 101

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Signature Estate & Investment Advisors's BMY Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 4,048 shares — an estimated $246K sold.

Signature Estate & Investment Advisors first reported a position in BMY in Q2 2016 and held it in 22 quarters. The position peaked at $11.7M in Q1 2022. 1,717 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Signature Estate & Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 4,048 Bristol-Myers Squibb shares in Q2 2026, an estimated $246K.
  • Signature Estate & Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2016 and held it in 22 quarters.
  • Signature Estate & Investment Advisors's Bristol-Myers Squibb position peaked at $11.7M in Q1 2022.
  • 1,717 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.