Steigerwald Gordon & Koch’s Bristol-Myers Squibb BMY Stock Holding History

Steigerwald Gordon & Koch’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	$161K	Buy	2,792 +123	+5%	+$7.06K	0.02%	167
2026 Q1	$162K	Sell	2,669 -47	-2%	-$2.74K	0.02%	157
2025 Q4	$146K	Buy	2,716 +73	+3%	+$3.51K	0.01%	173
2025 Q3	$119K	Buy	+2,643	New	+$123K	0.01%	189
2023 Q1	–	Sell	-2,824	Closed	-$203K	–	109
2022 Q4	$203K	Buy	+2,824	New	+$213K	0.03%	109
2022 Q3	–	Sell	-2,771	Closed	-$213K	–	104
2022 Q2	$213K	Buy	+2,771	New	+$211K	0.04%	106
2018 Q2	–	Sell	-3,348	Closed	-$212K	–	88
2018 Q1	$212K	Buy	+3,348	New	+$215K	0.06%	78
2017 Q4	–	Sell	-5,306	Closed	-$338K	–	85
2017 Q3	$338K	Buy	5,306 +3	+0.1%	+$175	0.09%	64
2017 Q2	$295K	Sell	5,303 -178	-3%	-$9.69K	0.08%	67
2017 Q1	$298K	Sell	5,481 -97	-2%	-$5.32K	0.09%	61
2016 Q4	$326K	Buy	5,578 +203	+4%	+$11.1K	0.1%	55
2016 Q3	$290K	Buy	5,375 +1,346	+33%	+$86.5K	0.1%	57
2016 Q2	$296K	Buy	+4,029	New	+$285K	0.11%	53
2016 Q1	–	Sell	-2,945	Closed	-$203K	–	63
2015 Q4	$203K	Buy	+2,945	New	+$195K	0.08%	59

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

Steigerwald Gordon & Koch's BMY Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Bristol-Myers Squibb (BMY) stake by 4.6% in Q2 2026, buying an estimated $7.06K and bringing the position to 2,792 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #167.

Steigerwald Gordon & Koch first reported a position in BMY in Q4 2015 and has held it in 14 quarters since. The position peaked at $338K in Q3 2017. 852 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Steigerwald Gordon & Koch held 2,792 shares of Bristol-Myers Squibb worth $161K as of Q2 2026.
Steigerwald Gordon & Koch bought 123 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.06K.
Bristol-Myers Squibb made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #167 holding.
Steigerwald Gordon & Koch first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 14 quarters since.
Steigerwald Gordon & Koch's Bristol-Myers Squibb position peaked at $338K in Q3 2017.
852 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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