Trust Point Inc’s Bristol-Myers Squibb BMY Stock Holding History

Trust Point Inc’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	$802K	Buy	13,912 +4,748	+52%	+$273K	0.07%	147
2026 Q1	$556K	Buy	9,164 +1,158	+14%	+$67.5K	0.05%	224
2025 Q4	$432K	Buy	8,006 +461	+6%	+$22.2K	0.03%	267
2025 Q3	$340K	Sell	7,545 -386	-5%	-$18K	0.03%	331
2025 Q2	$367K	Buy	7,931 +514	+7%	+$25.2K	0.03%	248
2025 Q1	$452K	Sell	7,417 -2,006	-21%	-$117K	0.04%	239
2024 Q4	$533K	Buy	9,423 +172	+2%	+$9.61K	0.04%	277
2024 Q3	$479K	Buy	9,251 +906	+11%	+$42.5K	0.04%	289
2024 Q2	$347K	Sell	8,345 -2,418	-22%	-$108K	0.03%	343
2024 Q1	$584K	Sell	10,763 -6,846	-39%	-$349K	0.05%	256
2023 Q4	$904K	Buy	+17,609	New	+$924K	0.07%	152

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Trust Point Inc's BMY Position: Q2 2026 in Review

Trust Point Inc increased its Bristol-Myers Squibb (BMY) stake by 52% in Q2 2026, buying an estimated $273K and bringing the position to 13,912 shares worth $802K. The position accounts for 0.07% of the portfolio, ranked #147.

Trust Point Inc first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $904K in Q4 2023. 886 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Trust Point Inc held 13,912 shares of Bristol-Myers Squibb worth $802K as of Q2 2026.
Trust Point Inc bought 4,748 Bristol-Myers Squibb shares in Q2 2026, an estimated $273K.
Bristol-Myers Squibb made up 0.07% of Trust Point Inc's portfolio in Q2 2026, its #147 holding.
Trust Point Inc first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's Bristol-Myers Squibb position peaked at $904K in Q4 2023.
886 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.