Symmetry Partners’s Bristol-Myers Squibb BMY Stock Holding History

Symmetry Partners’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	$309K	Sell	5,357 -1,091	-17%	-$62.6K	0.02%	174
2026 Q1	$391K	Buy	6,448 +487	+8%	+$28.4K	0.02%	121
2025 Q4	$322K	Buy	+5,961	New	+$287K	0.02%	132
2024 Q3	–	Sell	-21,038	Closed	-$874K	–	147
2024 Q2	$874K	Sell	21,038 -1,107	-5%	-$49.5K	0.05%	187
2024 Q1	$1.2M	Hold	22,145	–	–	0.09%	146
2023 Q4	$1.13M	Buy	22,145 +3,117	+16%	+$164K	0.06%	151
2023 Q3	$1.1M	Sell	19,028 -4,127	-18%	-$253K	0.06%	165
2023 Q2	$1.48M	Hold	23,155	–	–	0.08%	132
2023 Q1	$1.6M	Buy	23,155 +105	+0.5%	+$7.41K	0.09%	121
2022 Q4	$1.66M	Sell	23,050 -8,397	-27%	-$633K	0.1%	116
2022 Q3	$2.24M	Sell	31,447 -22,775	-42%	-$1.65M	0.15%	78
2022 Q2	$4.17M	Buy	54,222 +35,303	+187%	+$2.69M	0.28%	52
2022 Q1	$1.38M	Buy	18,919 +3,202	+20%	+$215K	0.09%	142
2021 Q4	$980K	Sell	15,717 -1,494	-9%	-$87.6K	0.06%	216
2021 Q3	$1.02M	Hold	17,211	–	–	0.07%	214
2021 Q2	$1.15M	Sell	17,211 -1,371	-7%	-$89.4K	0.08%	197
2021 Q1	$1.17M	Buy	18,582 +462	+3%	+$28.7K	0.08%	171
2020 Q4	$1.12M	Sell	18,120 -208	-1%	-$12.8K	0.09%	161
2020 Q3	$1.1M	Sell	18,328 -1,361	-7%	-$81.9K	0.09%	146
2020 Q2	$1.16M	Buy	19,689 +752	+4%	+$45K	0.14%	69
2020 Q1	$1.06M	Buy	+18,937	New	+$1.16M	0.23%	48

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Symmetry Partners's BMY Position: Q2 2026 in Review

Symmetry Partners reduced its Bristol-Myers Squibb (BMY) stake by 17% in Q2 2026, selling an estimated $62.6K and leaving 5,357 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #174.

Symmetry Partners first reported a position in BMY in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.17M in Q2 2022. 1,157 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Symmetry Partners held 5,357 shares of Bristol-Myers Squibb worth $309K as of Q2 2026.
Symmetry Partners sold 1,091 Bristol-Myers Squibb shares in Q2 2026, an estimated $62.6K.
Bristol-Myers Squibb made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #174 holding.
Symmetry Partners first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 21 quarters since.
Symmetry Partners's Bristol-Myers Squibb position peaked at $4.17M in Q2 2022.
1,157 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.