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Welch Group’s Bristol-Myers Squibb BMY Stock Holding History

Welch Group’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 		$759K Buy
13,167
+1,074
+9% +$61.7K 0.03% 151
2026
Q1 		$733K Buy
12,093
+382
+3% +$22.3K 0.03% 140
2025
Q4 		$632K Buy
11,711
+720
+7% +$34.6K 0.02% 154
2025
Q3 		$496K Buy
10,991
+673
+7% +$31.4K 0.02% 167
2025
Q2 		$478K Buy
10,318
+108
+1% +$5.3K 0.02% 160
2025
Q1 		$613K Sell
10,210
-1,669
-14% -$97.3K 0.03% 128
2024
Q4 		$666K Sell
11,879
-1,005
-8% -$56.2K 0.03% 127
2024
Q3 		$667K Sell
12,884
-3,453
-21% -$162K 0.03% 121
2024
Q2 		$678K Sell
16,337
-345
-2% -$15.4K 0.03% 118
2024
Q1 		$905K Sell
16,682
-66,868
-80% -$3.41M 0.04% 91
2023
Q4 		$4.29M Sell
83,550
-4,323
-5% -$227K 0.23% 57
2023
Q3 		$5.1M Buy
87,873
+3,757
+4% +$230K 0.3% 46
2023
Q2 		$5.38M Buy
84,116
+4,955
+6% +$332K 0.31% 45
2023
Q1 		$5.49M Buy
79,161
+3,655
+5% +$258K 0.32% 40
2022
Q4 		$5.43M Buy
75,506
+1,964
+3% +$148K 0.31% 38
2022
Q3 		$5.23M Buy
73,542
+801
+1% +$58.1K 0.34% 36
2022
Q2 		$5.6M Buy
72,741
+1,001
+1% +$76.2K 0.34% 35
2022
Q1 		$5.24M Buy
71,740
+9,257
+15% +$622K 0.3% 43
2021
Q4 		$3.9M Buy
62,483
+3,738
+6% +$219K 0.23% 50
2021
Q3 		$3.48M Buy
58,745
+8,216
+16% +$541K 0.24% 51
2021
Q2 		$3.38M Buy
50,529
+4,514
+10% +$294K 0.23% 49
2021
Q1 		$2.9M Buy
46,015
+12,849
+39% +$799K 0.21% 51
2020
Q4 		$2.06M Buy
33,166
+2,453
+8% +$151K 0.17% 55
2020
Q3 		$1.85M Buy
30,713
+5,704
+23% +$343K 0.16% 50
2020
Q2 		$1.47M Buy
25,009
+1,227
+5% +$73.4K 0.14% 51
2020
Q1 		$1.33M Buy
23,782
+9,626
+68% +$588K 0.14% 52
2019
Q4 		$909K Buy
14,156
+3,308
+30% +$189K 0.09% 59
2019
Q3 		$550K Buy
10,848
+467
+4% +$21.9K 0.06% 70
2019
Q2 		$471K Sell
10,381
-695
-6% -$32.4K 0.05% 74
2019
Q1 		$528K Hold
11,076
– – 0.06% 71
2018
Q4 		$576K Sell
11,076
-200
-2% -$10.7K 0.07% 63
2018
Q3 		$700 Hold
11,276
– – 0.07% 60
2018
Q2 		$624K Buy
11,276
+46
+0.4% +$2.48K 0.08% 61
2018
Q1 		$710K Buy
11,230
+2,153
+24% +$139K 0.09% 57
2017
Q4 		$556K Sell
9,077
-468
-5% -$29.3K 0.09% 60
2017
Q3 		$308K Buy
9,545
+300
+3% +$17.5K 0.05% 76
2017
Q2 		$515K Sell
9,245
-330
-3% -$18K 0.09% 69
2017
Q1 		$521K Sell
9,575
-9
-0.1% -$494 0.1% 55
2016
Q4 		$560K Hold
9,584
– – 0.11% 58
2016
Q3 		$517K Buy
9,584
+2,100
+28% +$135K 0.1% 61
2016
Q2 		$550K Sell
7,484
-940
-11% -$66.4K 0.11% 51
2016
Q1 		$538K Hold
8,424
– – 0.09% 62
2015
Q4 		$579K Buy
8,424
+30
+0.4% +$1.98K 0.1% 61
2015
Q3 		$497K Buy
8,394
+1,000
+14% +$63.4K 0.1% 61
2015
Q2 		$492K Hold
7,394
– – 0.09% 64
2015
Q1 		$477 Sell
7,394
-300
-4% -$18.8K 0.09% 64
2014
Q4 		$454K Sell
7,694
-4
-0.1% -$226 0.09% 66
2014
Q3 		$394K Hold
7,698
– – 0.08% 68
2014
Q2 		$373K Hold
7,698
– – 0.08% 71
2014
Q1 		$400K Sell
7,698
-496
-6% -$26.4K 0.09% 64
2013
Q4 		$436K Buy
8,194
+1,510
+23% +$76.9K 0.1% 65
2013
Q3 		$309K Hold
6,684
– – 0.08% 70
2013
Q2 		$299K Buy
+6,684
New +$290K 0.08% 69

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Welch Group's BMY Position: Q2 2026 in Review

Welch Group increased its Bristol-Myers Squibb (BMY) stake by 8.9% in Q2 2026, buying an estimated $61.7K and bringing the position to 13,167 shares worth $759K. The position accounts for 0.03% of the portfolio, ranked #151.

Welch Group first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.6M in Q2 2022. 895 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Welch Group held 13,167 shares of Bristol-Myers Squibb worth $759K as of Q2 2026.
  • Welch Group bought 1,074 Bristol-Myers Squibb shares in Q2 2026, an estimated $61.7K.
  • Bristol-Myers Squibb made up 0.03% of Welch Group's portfolio in Q2 2026, its #151 holding.
  • Welch Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's Bristol-Myers Squibb position peaked at $5.6M in Q2 2022.
  • 895 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.