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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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. 1,431 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.
1,431 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.