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West Family Investments’s Bristol-Myers Squibb BMY Stock Holding History

West Family Investments’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
2018
Q4 		– Sell
-500
Closed -$379K – 92
2018
Q3 		$379K Hold
500
– – 0.09% 79
2018
Q2 		$200K Buy
+500
New +$27K 0.05% 80
2016
Q3 		– Sell
-250
Closed -$304K – 112
2016
Q2 		$304K Buy
+250
New +$17.7K 0.06% 100

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

West Family Investments's BMY Position: Q2 2026 in Review

West Family Investments increased its Bristol-Myers Squibb (BMY) stake by 197% in Q2 2026, buying an estimated $398K and bringing the position to 10,464 shares worth $603K. The position accounts for 0.17% of the portfolio, ranked #139.

West Family Investments first reported a position in BMY in Q2 2021 and has held it in 18 quarters since. The position peaked at $882K in Q4 2022. 1,973 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • West Family Investments held 10,464 shares of Bristol-Myers Squibb worth $603K as of Q2 2026.
  • West Family Investments bought 6,936 Bristol-Myers Squibb shares in Q2 2026, an estimated $398K.
  • Bristol-Myers Squibb made up 0.17% of West Family Investments's portfolio in Q2 2026, its #139 holding.
  • West Family Investments first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 18 quarters since.
  • West Family Investments's Bristol-Myers Squibb position peaked at $882K in Q4 2022.
  • 1,973 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.