Union Bancaire Privee’s Bristol-Myers Squibb BMY Stock Holding History

Union Bancaire Privee’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	$32.4M	Buy	589,334 +19,751	+3%	+$1.13M	0.35%	42
2026 Q1	$32.1M	Buy	569,583 +63,563	+13%	+$3.71M	0.45%	44
2025 Q4	$25.7M	Buy	506,020 +491,876	+3,478%	+$23.7M	0.31%	64
2025 Q3	$510K	Buy	14,144 +8,501	+151%	+$397K	0.01%	317
2025 Q2	$222K	Hold	5,643	–	–	﹤0.01%	364
2025 Q1	$311K	Sell	5,643 -265	-4%	-$15.4K	0.01%	349
2024 Q4	$312K	Buy	+5,908	New	+$330K	0.01%	376

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Union Bancaire Privee's BMY Position: Q2 2026 in Review

Union Bancaire Privee increased its Bristol-Myers Squibb (BMY) stake by 3.5% in Q2 2026, buying an estimated $1.13M and bringing the position to 589,334 shares worth $32.4M. The position accounts for 0.35% of the portfolio, ranked #42.

Union Bancaire Privee first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Union Bancaire Privee held 589,334 shares of Bristol-Myers Squibb worth $32.4M as of Q2 2026.
Union Bancaire Privee bought 19,751 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.13M.
Bristol-Myers Squibb made up 0.35% of Union Bancaire Privee's portfolio in Q2 2026, its #42 holding.
Union Bancaire Privee first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.