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SVB Wealth’s Bristol-Myers Squibb BMY Stock Holding History

SVB Wealth’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 		$3.34M Sell
57,918
-1,660
-3% -$95.3K 0.21% 94
2026
Q1 		$3.61M Sell
59,578
-2,417
-4% -$141K 0.24% 91
2025
Q4 		$3.34M Sell
61,995
-9,404
-13% -$452K 0.2% 99
2025
Q3 		$3.22M Buy
71,399
+5,038
+8% +$235K 0.17% 110
2025
Q2 		$3.07M Buy
+66,361
New +$3.26M 0.16% 123
2025
Q1 		– Sell
-87,294
Closed -$4.94M – 1525
2024
Q4 		$4.94M Buy
+87,294
New +$4.88M 0.09% 142
2024
Q3 		– Sell
-86,707
Closed -$3.6M – 93
2024
Q2 		$3.6M Sell
86,707
-7,272
-8% -$325K 0.09% 178
2024
Q1 		$5.1M Buy
93,979
+536
+0.6% +$27.3K 0.11% 163
2023
Q4 		$4.79M Buy
93,443
+367
+0.4% +$19.3K 0.12% 167
2023
Q3 		$5.4M Sell
93,076
-11,731
-11% -$719K 0.12% 146
2023
Q2 		$6.7M Sell
104,807
-9,827
-9% -$659K 0.12% 142
2023
Q1 		$7.95M Sell
114,634
-8,773
-7% -$619K 0.11% 140
2022
Q4 		$8.88M Sell
123,407
-14,410
-10% -$1.09M 0.12% 127
2022
Q3 		$9.8M Buy
137,817
+12,760
+10% +$926K 0.14% 116
2022
Q2 		$9.63M Buy
125,057
+1,191
+1% +$90.7K 0.15% 108
2022
Q1 		$9.04M Sell
123,866
-1,087
-0.9% -$73K 0.12% 121
2021
Q4 		$7.79M Sell
124,953
-2,719
-2% -$159K 0.13% 120
2021
Q3 		$7.55M Sell
127,672
-2,951
-2% -$194K 0.1% 136
2021
Q2 		$8.73M Sell
130,623
-2,245
-2% -$146K 0.11% 125
2021
Q1 		$8.39M Buy
132,868
+1,491
+1% +$92.8K 0.12% 121
2020
Q4 		$8.15M Sell
131,377
-8,677
-6% -$534K 0.12% 123
2020
Q3 		$8.44M Sell
140,054
-1,492
-1% -$89.8K 0.14% 106
2020
Q2 		$8.32M Sell
141,546
-2,505
-2% -$150K 0.15% 102
2020
Q1 		$8.03M Sell
144,051
-8,705
-6% -$532K 0.19% 82
2019
Q4 		$9.8M Buy
152,756
+52,233
+52% +$2.99M 0.18% 97
2019
Q3 		$5.1M Sell
100,523
-4,858
-5% -$228K 0.1% 130
2019
Q2 		$4.78M Sell
105,381
-936
-0.9% -$43.6K 0.16% 133
2019
Q1 		$5.07M Sell
106,317
-37,065
-26% -$1.85M 0.2% 101
2018
Q4 		$7.45M Sell
143,382
-2,352
-2% -$126K 0.32% 87
2018
Q3 		$9.05M Sell
145,734
-4,922
-3% -$292K 0.32% 91
2018
Q2 		$8.34M Sell
150,656
-3,080
-2% -$166K 0.32% 89
2018
Q1 		$9.72M Sell
153,736
-9,858
-6% -$634K 0.37% 83
2017
Q4 		$10M Sell
163,594
-4,164
-2% -$260K 0.38% 84
2017
Q3 		$10.7M Sell
167,758
-1,948
-1% -$114K 0.41% 80
2017
Q2 		$9.46M Sell
169,706
-12,734
-7% -$693K 0.37% 83
2017
Q1 		$9.92M Sell
182,440
-45,735
-20% -$2.51M 0.4% 78
2016
Q4 		$13.3M Sell
228,175
-45,121
-17% -$2.47M 0.55% 58
2016
Q3 		$14.7M Buy
273,296
+24,208
+10% +$1.56M 0.6% 58
2016
Q2 		$18.3M Sell
249,088
-32,869
-12% -$2.32M 0.75% 44
2016
Q1 		$18M Buy
281,957
+13,407
+5% +$845K 0.73% 47
2015
Q4 		$18.5M Sell
268,550
-17,448
-6% -$1.15M 0.73% 40
2015
Q3 		$16.9M Sell
285,998
-8,166
-3% -$518K 0.66% 49
2015
Q2 		$19.6M Sell
294,164
-14,092
-5% -$929K 0.65% 44
2015
Q1 		$19.8M Sell
308,256
-2,700
-0.9% -$169K 0.64% 51
2014
Q4 		$18.4M Buy
+310,956
New +$17.5M 0.59% 56

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

SVB Wealth's BMY Position: Q2 2026 in Review

SVB Wealth reduced its Bristol-Myers Squibb (BMY) stake by 2.8% in Q2 2026, selling an estimated $95.3K and leaving 57,918 shares worth $3.34M. The position accounts for 0.21% of the portfolio, ranked #94.

SVB Wealth first reported a position in BMY in Q4 2014 and has held it in 45 quarters since. The position peaked at $19.8M in Q1 2015. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • SVB Wealth held 57,918 shares of Bristol-Myers Squibb worth $3.34M as of Q2 2026.
  • SVB Wealth sold 1,660 Bristol-Myers Squibb shares in Q2 2026, an estimated $95.3K.
  • Bristol-Myers Squibb made up 0.21% of SVB Wealth's portfolio in Q2 2026, its #94 holding.
  • SVB Wealth first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 45 quarters since.
  • SVB Wealth's Bristol-Myers Squibb position peaked at $19.8M in Q1 2015.
  • 878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.