Triumph Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Triumph Capital 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	$1.19M	Buy	20,678 +634	+3%	+$36.4K	0.22%	111
2026 Q1	$1.22M	Buy	20,044 +3,549	+22%	+$207K	0.25%	94
2025 Q4	$890K	Sell	16,495 -3,700	-18%	-$178K	0.19%	109
2025 Q3	$911K	Buy	20,195 +7,796	+63%	+$364K	0.24%	94
2025 Q2	$574K	Sell	12,399 -13,828	-53%	-$679K	0.17%	148
2025 Q1	$1.6M	Buy	26,227 +20,715	+376%	+$1.21M	0.53%	42
2024 Q4	$312K	Sell	5,512 -182	-3%	-$10.2K	0.11%	209
2024 Q3	$295K	Sell	5,694 -10,332	-64%	-$485K	0.11%	209
2024 Q2	$666K	Buy	16,026 +1,865	+13%	+$83.5K	0.26%	89
2024 Q1	$750K	Buy	14,161 +374	+3%	+$19.1K	0.31%	84
2023 Q4	$707K	Buy	13,787 +8,605	+166%	+$452K	0.3%	75
2023 Q3	$301K	Buy	5,182 +1,464	+39%	+$89.7K	0.14%	153
2023 Q2	$238K	Buy	+3,718	New	+$249K	0.11%	180

Other funds holding BMY

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 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Triumph Capital Management's BMY Position: Q2 2026 in Review

Triumph Capital Management increased its Bristol-Myers Squibb (BMY) stake by 3.2% in Q2 2026, buying an estimated $36.4K and bringing the position to 20,678 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #111.

Triumph Capital Management first reported a position in BMY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.6M in Q1 2025. 885 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Triumph Capital Management held 20,678 shares of Bristol-Myers Squibb worth $1.19M as of Q2 2026.
Triumph Capital Management bought 634 Bristol-Myers Squibb shares in Q2 2026, an estimated $36.4K.
Bristol-Myers Squibb made up 0.22% of Triumph Capital Management's portfolio in Q2 2026, its #111 holding.
Triumph Capital Management first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 13 quarters since.
Triumph Capital Management's Bristol-Myers Squibb position peaked at $1.6M in Q1 2025.
885 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.