Slocum, Gordon & Co’s Bristol-Myers Squibb BMY Stock Holding History

Slocum, Gordon & Co’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	$210K	Hold	3,646	–	–	0.14%	65
2026 Q1	$221K	Buy	+3,646	New	+$213K	0.15%	58
2025 Q3	–	Sell	-3,646	Closed	-$169K	–	64
2025 Q2	$169K	Sell	3,646 -1,000	-22%	-$49.1K	0.14%	62
2025 Q1	$283K	Sell	4,646 -208	-4%	-$12.1K	0.21%	45
2024 Q4	$275K	Hold	4,854	–	–	0.23%	48
2024 Q3	$251K	Hold	4,854	–	–	0.1%	52
2024 Q2	$202K	Buy	4,854 +360	+8%	+$16.1K	0.15%	51
2024 Q1	$244K	Hold	4,494	–	–	0.18%	51
2023 Q4	$231K	Buy	4,494 +800	+22%	+$42K	0.2%	49
2023 Q3	$214K	Hold	3,694	–	–	0.19%	49
2023 Q2	$236K	Buy	3,694 +190	+5%	+$12.7K	0.17%	45
2023 Q1	$243K	Buy	3,504 +1,257	+56%	+$88.7K	0.2%	44
2022 Q4	$162K	Buy	+2,247	New	+$169K	0.1%	52

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

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

Slocum, Gordon & Co's BMY Position: Q2 2026 in Review

Slocum, Gordon & Co held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,646 shares worth $210K. The position accounts for 0.14% of the portfolio, ranked #65.

Slocum, Gordon & Co first reported a position in BMY in Q4 2022 and has held it in 13 quarters since. The position peaked at $283K in Q1 2025. 812 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Slocum, Gordon & Co held 3,646 shares of Bristol-Myers Squibb worth $210K as of Q2 2026.
Slocum, Gordon & Co left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.14% of Slocum, Gordon & Co's portfolio in Q2 2026, its #65 holding.
Slocum, Gordon & Co first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 13 quarters since.
Slocum, Gordon & Co's Bristol-Myers Squibb position peaked at $283K in Q1 2025.
812 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.