Unified Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Unified Investment 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	$284K	Sell	4,931 -89	-2%	-$5.11K	0.26%	112
2026 Q1	$304K	Sell	5,020 -122	-2%	-$7.11K	0.31%	101
2025 Q4	$277K	Sell	5,142 -1,293	-20%	-$62.2K	0.28%	107
2025 Q3	$290K	Sell	6,435 -1,135	-15%	-$53K	0.29%	105
2025 Q2	$350K	Sell	7,570 -541	-7%	-$26.6K	0.38%	94
2025 Q1	$495K	Sell	8,111 -16,274	-67%	-$949K	0.58%	67
2024 Q4	$1.38M	Buy	+24,385	New	+$1.36M	1.57%	15

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Unified Investment Management's BMY Position: Q2 2026 in Review

Unified Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2026, selling an estimated $5.11K and leaving 4,931 shares worth $284K. The position accounts for 0.26% of the portfolio, ranked #112.

Unified Investment Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2024. 1,031 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Unified Investment Management held 4,931 shares of Bristol-Myers Squibb worth $284K as of Q2 2026.
Unified Investment Management sold 89 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.11K.
Bristol-Myers Squibb made up 0.26% of Unified Investment Management's portfolio in Q2 2026, its #112 holding.
Unified Investment Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's Bristol-Myers Squibb position peaked at $1.38M in Q4 2024.
1,031 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.