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Steel Grove Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Steel Grove Capital 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
2025
Q4 		– Sell
-5,000
Closed -$3.09M – 206
2025
Q3 		$3.09M Buy
+5,000
New +$234K 0.37% 30

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

Steel Grove Capital Advisors's BMY Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.5% in Q2 2026, buying an estimated $9.53K and bringing the position to 33,428 shares worth $1.93M. The position accounts for 0.18% of the portfolio, ranked #66.

Steel Grove Capital Advisors first reported a position in BMY in Q1 2015 and has held it in 38 quarters since. The position peaked at $4.63M in Q2 2025. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Steel Grove Capital Advisors held 33,428 shares of Bristol-Myers Squibb worth $1.93M as of Q2 2026.
  • Steel Grove Capital Advisors bought 166 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.53K.
  • Bristol-Myers Squibb made up 0.18% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #66 holding.
  • Steel Grove Capital Advisors first reported a position in Bristol-Myers Squibb in Q1 2015 and has held it in 38 quarters since.
  • Steel Grove Capital Advisors's Bristol-Myers Squibb position peaked at $4.63M in Q2 2025.
  • 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.