Spirit of America Management Corp’s Bristol-Myers Squibb BMY Stock Holding History

Spirit of America Management Corp’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	$259K	Hold	4,500	–	–	0.05%	214
2026 Q1	$273K	Hold	4,500	–	–	0.05%	221
2025 Q4	$243K	Hold	4,500	–	–	0.05%	229
2025 Q3	$203K	Hold	4,500	–	–	0.04%	246
2025 Q2	$208K	Hold	4,500	–	–	0.04%	241
2025 Q1	$274K	Sell	4,500 -500	-10%	-$29.1K	0.06%	227
2024 Q4	$283K	Sell	5,000 -2,500	-33%	-$140K	0.06%	218
2024 Q3	$388K	Sell	7,500 -8,150	-52%	-$382K	0.08%	194
2024 Q2	$650K	Sell	15,650 -1,000	-6%	-$44.7K	0.13%	135
2024 Q1	$903K	Hold	16,650	–	–	0.18%	114
2023 Q4	$854K	Hold	16,650	–	–	0.19%	113
2023 Q3	$966K	Hold	16,650	–	–	0.22%	90
2023 Q2	$1.06M	Hold	16,650	–	–	0.24%	92
2023 Q1	$1.15M	Hold	16,650	–	–	0.26%	88
2022 Q4	$1.2M	Hold	16,650	–	–	0.27%	90
2022 Q3	$1.18M	Hold	16,650	–	–	0.28%	88
2022 Q2	$1.28M	Buy	16,650 +400	+2%	+$30.5K	0.29%	87
2022 Q1	$1.19M	Hold	16,250	–	–	0.23%	99
2021 Q4	$1.01M	Hold	16,250	–	–	0.2%	113
2021 Q3	$962K	Hold	16,250	–	–	0.21%	112
2021 Q2	$1.09M	Sell	16,250 -500	-3%	-$32.6K	0.23%	108
2021 Q1	$1.06M	Sell	16,750 -500	-3%	-$31.1K	0.25%	100
2020 Q4	$1.07M	Hold	17,250	–	–	0.27%	99
2020 Q3	$1.04M	Hold	17,250	–	–	0.28%	99
2020 Q2	$1.01M	Hold	17,250	–	–	0.26%	100
2020 Q1	$962K	Buy	17,250 +500	+3%	+$30.6K	0.31%	87
2019 Q4	$1.07M	Buy	16,750 +2,750	+20%	+$157K	0.19%	117
2019 Q3	$710K	Hold	14,000	–	–	0.11%	139
2019 Q2	$635K	Hold	14,000	–	–	0.1%	143
2019 Q1	$668K	Hold	14,000	–	–	0.1%	143
2018 Q4	$728K	Hold	14,000	–	–	0.11%	140
2018 Q3	$869K	Hold	14,000	–	–	0.11%	138
2018 Q2	$775K	Hold	14,000	–	–	0.1%	147
2018 Q1	$886K	Hold	14,000	–	–	0.12%	137
2017 Q4	$858K	Hold	14,000	–	–	0.1%	145
2017 Q3	$892K	Hold	14,000	–	–	0.09%	146
2017 Q2	$780K	Hold	14,000	–	–	0.08%	157
2017 Q1	$761K	Hold	14,000	–	–	0.08%	152
2016 Q4	$818K	Hold	14,000	–	–	0.1%	143
2016 Q3	$755K	Buy	14,000 +5,300	+61%	+$340K	0.1%	151
2016 Q2	$640K	Hold	8,700	–	–	0.09%	159
2016 Q1	$556K	Hold	8,700	–	–	0.1%	173
2015 Q4	$598K	Hold	8,700	–	–	0.11%	161
2015 Q3	$515K	Hold	8,700	–	–	0.11%	178
2015 Q2	$579K	Hold	8,700	–	–	0.11%	170
2015 Q1	$561K	Buy	+8,700	New	+$545K	0.12%	171
2013 Q4	–	Sell	-5,000	Closed	-$231K	–	94
2013 Q3	$231K	Hold	5,000	–	–	0.08%	227
2013 Q2	$223K	Buy	+5,000	New	+$217K	0.08%	229

Other funds holding BMY

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Spirit of America Management Corp's BMY Position: Q2 2026 in Review

Spirit of America Management Corp held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,500 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #214.

Spirit of America Management Corp first reported a position in BMY in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.28M in Q2 2022. 1,969 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Spirit of America Management Corp held 4,500 shares of Bristol-Myers Squibb worth $259K as of Q2 2026.
Spirit of America Management Corp left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.05% of Spirit of America Management Corp's portfolio in Q2 2026, its #214 holding.
Spirit of America Management Corp first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 48 quarters since.
Spirit of America Management Corp's Bristol-Myers Squibb position peaked at $1.28M in Q2 2022.
1,969 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.