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

Vista Investment Partners’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	$333K	Sell	5,786 -55	-0.9%	-$3.16K	0.08%	138
2026 Q1	$354K	Buy	5,841 +14	+0.2%	+$816	0.09%	133
2025 Q4	$314K	Buy	5,827 +470	+9%	+$22.6K	0.08%	136
2025 Q3	$242K	Buy	5,357 +11	+0.2%	+$514	0.07%	145
2025 Q2	$247K	Sell	5,346 -56	-1%	-$2.75K	0.07%	141
2025 Q1	$329K	Buy	5,402 +157	+3%	+$9.15K	0.1%	133
2024 Q4	$297K	Sell	5,245 -294	-5%	-$16.4K	0.09%	135
2024 Q3	$287K	Buy	5,539 +10	+0.2%	+$469	0.09%	129
2024 Q2	$230K	Sell	5,529 -23,443	-81%	-$1.05M	0.08%	141
2024 Q1	$1.57M	Sell	28,972 -724	-2%	-$36.9K	0.53%	57
2023 Q4	$1.52M	Buy	+29,696	New	+$1.56M	0.56%	57

Other funds holding BMY

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Vista Investment Partners reduced its Bristol-Myers Squibb (BMY) stake by 0.94% in Q2 2026, selling an estimated $3.16K and leaving 5,786 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #138.

Vista Investment Partners first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q1 2024. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Vista Investment Partners held 5,786 shares of Bristol-Myers Squibb worth $333K as of Q2 2026.
Vista Investment Partners sold 55 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.16K.
Bristol-Myers Squibb made up 0.08% of Vista Investment Partners's portfolio in Q2 2026, its #138 holding.
Vista Investment Partners first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Bristol-Myers Squibb position peaked at $1.57M in Q1 2024.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.