True North Advisors’s Bristol-Myers Squibb BMY Stock Holding History

True North Advisors’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	$210K	Sell	3,649 -1,499	-29%	-$86.1K	0.02%	277
2026 Q1	$312K	Buy	+5,148	New	+$300K	0.04%	202
2025 Q4	–	Sell	-12,530	Closed	-$565K	–	254
2025 Q3	$565K	Buy	+12,530	New	+$585K	0.09%	123
2023 Q2	–	Sell	-21,474	Closed	-$1.49M	–	208
2023 Q1	$1.49M	Hold	21,474	–	–	0.44%	54
2022 Q4	$1.55M	Buy	21,474 +1	+0%	+$75	0.53%	50
2022 Q3	$1.53M	Sell	21,473 -207	-1%	-$15K	0.5%	48
2022 Q2	$1.67M	Buy	21,680 +84	+0.4%	+$6.4K	0.52%	47
2022 Q1	$1.58M	Sell	21,596 -2,810	-12%	-$189K	0.42%	53
2021 Q4	$1.52M	Buy	24,406 +32	+0.1%	+$1.88K	0.26%	86
2021 Q3	$1.44M	Buy	24,374 +4,278	+21%	+$282K	0.28%	81
2021 Q2	$1.34M	Buy	20,096 +70	+0.3%	+$4.56K	0.28%	78
2021 Q1	$1.26M	Sell	20,026 -363	-2%	-$22.6K	0.3%	73
2020 Q4	$1.26M	Buy	20,389 +1,000	+5%	+$61.5K	0.32%	69
2020 Q3	$1.17M	Sell	19,389 -262	-1%	-$15.8K	0.34%	66
2020 Q2	$1.16M	Buy	+19,651	New	+$1.18M	0.28%	72

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

True North Advisors's BMY Position: Q2 2026 in Review

True North Advisors reduced its Bristol-Myers Squibb (BMY) stake by 29% in Q2 2026, selling an estimated $86.1K and leaving 3,649 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #277.

True North Advisors first reported a position in BMY in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.67M in Q2 2022. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

True North Advisors held 3,649 shares of Bristol-Myers Squibb worth $210K as of Q2 2026.
True North Advisors sold 1,499 Bristol-Myers Squibb shares in Q2 2026, an estimated $86.1K.
Bristol-Myers Squibb made up 0.02% of True North Advisors's portfolio in Q2 2026, its #277 holding.
True North Advisors first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 15 quarters since.
True North Advisors's Bristol-Myers Squibb position peaked at $1.67M in Q2 2022.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.