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Steph & Co’s Bristol-Myers Squibb BMY Stock Holding History

Steph & 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 		$464K Buy
8,045
+692
+9% +$39.7K 0.12% 67
2026
Q1 		$446K Buy
7,353
+138
+2% +$8.04K 0.13% 64
2025
Q4 		$389K Buy
7,215
+2,122
+42% +$102K 0.11% 67
2025
Q3 		$230K Sell
5,093
-5,535
-52% -$258K 0.07% 95
2025
Q2 		$492K Sell
10,628
-119
-1% -$5.84K 0.16% 62
2025
Q1 		$655K Sell
10,747
-549
-5% -$32K 0.24% 46
2024
Q4 		$639K Sell
11,296
-457
-4% -$25.5K 0.22% 47
2024
Q3 		$608K Buy
11,753
+262
+2% +$12.3K 0.19% 52
2024
Q2 		$477K Buy
11,491
+34
+0.3% +$1.52K 0.16% 60
2024
Q1 		$621K Buy
11,457
+2,879
+34% +$147K 0.21% 51
2023
Q4 		$440K Sell
8,578
-2,571
-23% -$135K 0.22% 58
2023
Q3 		$647K Buy
11,149
+322
+3% +$19.7K 0.36% 39
2023
Q2 		$692K Buy
10,827
+20
+0.2% +$1.34K 0.38% 37
2023
Q1 		$749K Buy
10,807
+4
+0% +$282 0.46% 33
2022
Q4 		$777K Buy
10,803
+633
+6% +$47.7K 0.49% 33
2022
Q3 		$723K Buy
10,170
+354
+4% +$25.7K 0.5% 29
2022
Q2 		$756K Buy
9,816
+1,684
+21% +$128K 0.46% 30
2022
Q1 		$594K Buy
8,132
+110
+1% +$7.39K 0.35% 34
2021
Q4 		$500K Sell
8,022
-39
-0.5% -$2.29K 0.29% 40
2021
Q3 		$477K Buy
8,061
+735
+10% +$48.4K 0.31% 37
2021
Q2 		$490K Buy
7,326
+1,581
+28% +$103K 0.32% 33
2021
Q1 		$363K Sell
5,745
-64
-1% -$3.98K 0.25% 39
2020
Q4 		$360K Buy
5,809
+1,465
+34% +$90.1K 0.27% 34
2020
Q3 		$262K Sell
4,344
-1,400
-24% -$84.3K 0.24% 38
2020
Q2 		$338K Hold
5,744
– – 0.34% 31
2020
Q1 		$320K Sell
5,744
-767
-12% -$46.9K 0.36% 37
2019
Q4 		$418K Buy
+6,511
New +$373K 0.36% 42

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

Steph & Co's BMY Position: Q2 2026 in Review

Steph & Co increased its Bristol-Myers Squibb (BMY) stake by 9.4% in Q2 2026, buying an estimated $39.7K and bringing the position to 8,045 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #67.

Steph & Co first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $777K in Q4 2022. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Steph & Co held 8,045 shares of Bristol-Myers Squibb worth $464K as of Q2 2026.
  • Steph & Co bought 692 Bristol-Myers Squibb shares in Q2 2026, an estimated $39.7K.
  • Bristol-Myers Squibb made up 0.12% of Steph & Co's portfolio in Q2 2026, its #67 holding.
  • Steph & Co first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • Steph & Co's Bristol-Myers Squibb position peaked at $777K in Q4 2022.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.