Verity Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.81M Buy
31,404
+1,071
+4% +$61.5K 0.68% 43
2026
Q1
$1.84M Buy
30,333
+2,023
+7% +$118K 0.77% 40
2025
Q4
$1.53M Sell
28,310
-21,112
-43% -$1.02M 0.66% 44
2025
Q3
$2.23M Buy
49,422
+29,734
+151% +$1.39M 0.73% 35
2025
Q2
$911K Sell
19,688
-17,450
-47% -$857K 0.44% 58
2025
Q1
$2.27M Buy
37,138
+18,931
+104% +$1.1M 0.92% 23
2024
Q4
$1.01M Sell
18,207
-12,135
-40% -$678K 0.57% 48
2024
Q3
$1.57M Buy
30,342
+14,694
+94% +$689K 0.59% 43
2024
Q2
$650K Buy
15,648
+9,436
+152% +$422K 0.25% 89
2024
Q1
$337K Buy
6,212
+315
+5% +$16K 0.19% 133
2023
Q4
$303K Buy
5,897
+1,000
+20% +$52.5K 0.19% 131
2023
Q3
$284K Sell
4,897
-914
-16% -$56K 0.21% 125
2023
Q2
$372K Sell
5,811
-4,923
-46% -$330K 0.28% 98
2023
Q1
$744K Buy
10,734
+5,417
+102% +$382K 0.44% 68
2022
Q4
$383K Sell
5,317
-1,340
-20% -$101K 0.33% 98
2022
Q3
$473K Buy
+6,657
New +$483K 0.49% 74
2022
Q1
$464K Buy
+6,352
New +$427K 0.29% 104
2016
Q3
$1.28M Buy
+23,682
New +$1.52M 1.19% 29

Other funds holding BMY

Verity Asset Management's BMY Position: Q2 2026 in Review

Verity Asset Management increased its Bristol-Myers Squibb (BMY) stake by 3.5% in Q2 2026, buying an estimated $61.5K and bringing the position to 31,404 shares worth $1.81M. The position accounts for 0.68% of the portfolio, ranked #43.

Verity Asset Management first reported a position in BMY in Q3 2016 and has held it in 18 quarters since. The position peaked at $2.27M in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Verity Asset Management held 31,404 shares of Bristol-Myers Squibb worth $1.81M as of Q2 2026.
  • Verity Asset Management bought 1,071 Bristol-Myers Squibb shares in Q2 2026, an estimated $61.5K.
  • Bristol-Myers Squibb made up 0.68% of Verity Asset Management's portfolio in Q2 2026, its #43 holding.
  • Verity Asset Management first reported a position in Bristol-Myers Squibb in Q3 2016 and has held it in 18 quarters since.
  • Verity Asset Management's Bristol-Myers Squibb position peaked at $2.27M in Q1 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Verity Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.