Towarzystwo Funduszy Inwestycyjnych PZU SA’s Bristol-Myers Squibb BMY Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$423K	Buy	7,335 +885	+14%	+$50.8K	0.12%	136
2026 Q1	$391K	Sell	6,450 -1,515	-19%	-$88.3K	0.13%	118
2025 Q4	$430K	Hold	7,965	–	–	0.11%	117
2025 Q3	$359K	Hold	7,965	–	–	0.09%	119
2025 Q2	$369K	Buy	7,965 +5,935	+292%	+$291K	0.1%	102
2025 Q1	$124K	Hold	2,030	–	–	0.04%	203
2024 Q4	$115K	Buy	2,030 +110	+6%	+$6.15K	0.04%	186
2024 Q3	$99.3K	Buy	1,920 +436	+29%	+$20.5K	0.04%	204
2024 Q2	$61.6K	Hold	1,484	–	–	0.02%	262
2024 Q1	$80.5K	Sell	1,484 -1,000	-40%	-$50.9K	0.03%	213
2023 Q4	$127K	Buy	+2,484	New	+$130K	0.06%	143
2021 Q3	$1.09M	Buy	18,449 +1,490	+9%	+$98.1K	1.3%	17
2021 Q2	$1.13M	Buy	16,959 +350	+2%	+$22.8K	1.34%	14
2021 Q1	$1.05M	Sell	16,609 -3,050	-16%	-$190K	1.53%	10
2020 Q4	$1.22M	Buy	+19,659	New	+$1.21M	1.26%	18

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's BMY Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $50.8K and bringing the position to 7,335 shares worth $423K. The position accounts for 0.12% of the portfolio, ranked #136.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in BMY in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.22M in Q4 2020. 1,975 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 7,335 shares of Bristol-Myers Squibb worth $423K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 885 Bristol-Myers Squibb shares in Q2 2026, an estimated $50.8K.
Bristol-Myers Squibb made up 0.12% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #136 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Bristol-Myers Squibb position peaked at $1.22M in Q4 2020.
1,975 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.