Viking Fund Management’s Bristol-Myers Squibb BMY Stock Holding History

Viking Fund 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	$25.5M	Buy	443,000 +70,000	+19%	+$4.02M	2.29%	7
2026 Q1	$22.6M	Buy	373,000 +52,000	+16%	+$3.03M	2.32%	7
2025 Q4	$17.3M	Hold	321,000	–	–	2.01%	8
2025 Q3	$14.5M	Buy	321,000 +2,300	+0.7%	+$107K	1.75%	11
2025 Q2	$14.8M	Hold	318,700	–	–	2.03%	6
2025 Q1	$19.4M	Buy	318,700 +100,000	+46%	+$5.83M	2.8%	4
2024 Q4	$12.4M	Buy	218,700 +125,100	+134%	+$6.99M	1.93%	7
2024 Q3	$4.84M	Sell	93,600 -19,100	-17%	-$896K	0.79%	49
2024 Q2	$4.68M	Buy	112,700 +10,000	+10%	+$447K	0.84%	45
2024 Q1	$5.57M	Buy	102,700 +2,700	+3%	+$138K	1.01%	32
2023 Q4	$5.13M	Buy	100,000 +12,000	+14%	+$630K	1%	35
2023 Q3	$5.11M	Buy	88,000 +10,000	+13%	+$613K	1.03%	37
2023 Q2	$4.99M	Buy	78,000 +5,000	+7%	+$335K	0.94%	43
2023 Q1	$5.06M	Buy	73,000 +33,000	+83%	+$2.33M	0.97%	36
2022 Q4	$2.88M	Buy	+40,000	New	+$3.02M	0.57%	66
2021 Q1	–	Sell	-5,000	Closed	-$310K	–	122
2020 Q4	$310K	Sell	5,000 -35,000	-88%	-$2.15M	0.1%	111
2020 Q3	$2.41M	Sell	40,000 -25,000	-38%	-$1.5M	0.9%	38
2020 Q2	$3.82M	Buy	65,000 +13,000	+25%	+$778K	1.41%	24
2020 Q1	$2.9M	Buy	52,000 +7,000	+16%	+$428K	1.27%	30
2019 Q4	$2.89M	Buy	45,000 +13,000	+41%	+$745K	0.81%	47
2019 Q3	$1.62M	Buy	+32,000	New	+$1.5M	0.46%	64

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Viking Fund Management's BMY Position: Q2 2026 in Review

Viking Fund Management increased its Bristol-Myers Squibb (BMY) stake by 19% in Q2 2026, buying an estimated $4.02M and bringing the position to 443,000 shares worth $25.5M. The position accounts for 2.29% of the portfolio, ranked #7.

Viking Fund Management first reported a position in BMY in Q3 2019 and has held it in 21 quarters since. 500 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Viking Fund Management held 443,000 shares of Bristol-Myers Squibb worth $25.5M as of Q2 2026.
Viking Fund Management bought 70,000 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.02M.
Bristol-Myers Squibb made up 2.29% of Viking Fund Management's portfolio in Q2 2026, its #7 holding.
Viking Fund Management first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 21 quarters since.
500 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.