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Vista Investment Partners II’s Bristol-Myers Squibb BMY Stock Holding History

Vista Investment Partners II’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 		$486K Buy
8,443
+101
+1% +$5.8K 0.19% 102
2026
Q1 		$506K Buy
8,342
+1
+0% +$58 0.23% 90
2025
Q4 		$450K Sell
8,341
-1,184
-12% -$57K 0.19% 97
2025
Q3 		$430K Buy
9,525
+297
+3% +$13.9K 0.2% 92
2025
Q2 		$427K Sell
9,228
-614
-6% -$30.1K 0.21% 93
2025
Q1 		$600K Sell
9,842
-3
-0% -$175 0.33% 68
2024
Q4 		$557K Buy
+9,845
New +$550K 0.33% 70

Other funds holding BMY

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM

Vista Investment Partners II's BMY Position: Q2 2026 in Review

Vista Investment Partners II increased its Bristol-Myers Squibb (BMY) stake by 1.2% in Q2 2026, buying an estimated $5.8K and bringing the position to 8,443 shares worth $486K. The position accounts for 0.19% of the portfolio, ranked #102.

Vista Investment Partners II first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $600K in Q1 2025. 1,400 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Vista Investment Partners II held 8,443 shares of Bristol-Myers Squibb worth $486K as of Q2 2026.
  • Vista Investment Partners II bought 101 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.8K.
  • Bristol-Myers Squibb made up 0.19% of Vista Investment Partners II's portfolio in Q2 2026, its #102 holding.
  • Vista Investment Partners II first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Vista Investment Partners II's Bristol-Myers Squibb position peaked at $600K in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.