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TCV Trust & Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

TCV Trust & Wealth Management’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 		$1.25M Sell
21,651
-267
-1% -$15.3K 0.09% 95
2026
Q1 		$1.33M Sell
21,918
-701
-3% -$40.9K 0.11% 90
2025
Q4 		$1.22M Sell
22,619
-406
-2% -$19.5K 0.1% 95
2025
Q3 		$1.04M Sell
23,025
-291
-1% -$13.6K 0.09% 103
2025
Q2 		$1.08M Sell
23,316
-1,609
-6% -$79K 0.09% 100
2025
Q1 		$1.52M Sell
24,925
-514
-2% -$30K 0.14% 86
2024
Q4 		$1.44M Sell
25,439
-975
-4% -$54.5K 0.13% 82
2024
Q3 		$1.37M Buy
26,414
+71
+0.3% +$3.33K 0.12% 87
2024
Q2 		$1.09M Sell
26,343
-224
-0.8% -$10K 0.1% 94
2024
Q1 		$1.44M Sell
26,567
-2,477
-9% -$126K 0.14% 84
2023
Q4 		$1.49M Sell
29,044
-388
-1% -$20.4K 0.15% 81
2023
Q3 		$1.71M Buy
29,432
+1,335
+5% +$81.8K 0.19% 79
2023
Q2 		$1.8M Sell
28,097
-988
-3% -$66.3K 0.19% 78
2023
Q1 		$2.02M Sell
29,085
-530
-2% -$37.4K 0.22% 77
2022
Q4 		$2.13M Sell
29,615
-229
-0.8% -$17.3K 0.24% 76
2022
Q3 		$2.12M Sell
29,844
-967
-3% -$70.1K 0.27% 76
2022
Q2 		$2.37M Sell
30,811
-846
-3% -$64.4K 0.28% 75
2022
Q1 		$2.31M Sell
31,657
-1,018
-3% -$68.4K 0.25% 76
2021
Q4 		$2.04M Sell
32,675
-745
-2% -$43.7K 0.2% 80
2021
Q3 		$1.98M Buy
33,420
+140
+0.4% +$9.22K 0.22% 79
2021
Q2 		$2.21M Sell
33,280
-1,660
-5% -$108K 0.24% 77
2021
Q1 		$2.21M Sell
34,940
-400
-1% -$24.9K 0.26% 76
2020
Q4 		$2.19M Hold
35,340
– – 0.27% 75
2020
Q3 		$2.13M Sell
35,340
-2,619
-7% -$158K 0.29% 75
2020
Q2 		$2.23M Sell
37,959
-891
-2% -$53.3K 0.32% 74
2020
Q1 		$2.17M Sell
38,850
-2,472
-6% -$151K 0.36% 70
2019
Q4 		$2.65M Buy
41,322
+504
+1% +$28.9K 0.32% 73
2019
Q3 		$2.07M Sell
40,818
-40
-0.1% -$1.88K 0.27% 77
2019
Q2 		$1.85M Sell
40,858
-1,480
-3% -$68.9K 0.24% 79
2019
Q1 		$2.02M Sell
42,338
-7,710
-15% -$384K 0.27% 78
2018
Q4 		$2.6M Buy
50,048
+25,712
+106% +$1.38M 0.38% 71
2018
Q3 		$1.51M Sell
24,336
-3,285
-12% -$195K 0.2% 89
2018
Q2 		$1.53M Buy
27,621
+1,600
+6% +$86.4K 0.21% 89
2018
Q1 		$1.65M Buy
26,021
+150
+0.6% +$9.65K 0.24% 85
2017
Q4 		$1.58M Buy
25,871
+658
+3% +$41.2K 0.22% 87
2017
Q3 		$1.61M Buy
25,213
+766
+3% +$44.7K 0.24% 81
2017
Q2 		$1.36M Sell
24,447
-1,895
-7% -$103K 0.21% 90
2017
Q1 		$1.43M Buy
26,342
+3,005
+13% +$165K 0.22% 85
2016
Q4 		$1.36M Buy
23,337
+350
+2% +$19.1K 0.22% 85
2016
Q3 		$1.24M Sell
22,987
-450
-2% -$28.9K 0.21% 84
2016
Q2 		$1.72M Sell
23,437
-574
-2% -$40.6K 0.3% 80
2016
Q1 		$1.53M Buy
24,011
+105
+0.4% +$6.62K 0.28% 80
2015
Q4 		$1.65M Hold
23,906
– – 0.29% 79
2015
Q3 		$1.42M Sell
23,906
-3,500
-13% -$222K 0.26% 85
2015
Q2 		$1.82M Sell
27,406
-310
-1% -$20.4K 0.3% 82
2015
Q1 		$1.79M Buy
27,716
+4,550
+20% +$285K 0.29% 85
2014
Q4 		$1.37M Sell
23,166
-1,755
-7% -$99K 0.23% 90
2014
Q3 		$1.27M Sell
24,921
-228
-0.9% -$11.4K 0.22% 93
2014
Q2 		$1.22M Buy
25,149
+3,821
+18% +$188K 0.2% 95
2014
Q1 		$1.11M Sell
21,328
-192
-0.9% -$10.2K 0.19% 96
2013
Q4 		$1.14M Hold
21,520
– – 0.2% 99
2013
Q3 		$996K Sell
21,520
-639
-3% -$28.1K 0.19% 96
2013
Q2 		$991K Buy
+22,159
New +$962K 0.2% 96

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

TCV Trust & Wealth Management's BMY Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 1.2% in Q2 2026, selling an estimated $15.3K and leaving 21,651 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #95.

TCV Trust & Wealth Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.65M in Q4 2019. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • TCV Trust & Wealth Management held 21,651 shares of Bristol-Myers Squibb worth $1.25M as of Q2 2026.
  • TCV Trust & Wealth Management sold 267 Bristol-Myers Squibb shares in Q2 2026, an estimated $15.3K.
  • Bristol-Myers Squibb made up 0.09% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #95 holding.
  • TCV Trust & Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's Bristol-Myers Squibb position peaked at $2.65M in Q4 2019.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.