Whitney & Co’s Bristol-Myers Squibb BMY Stock Holding History

Whitney & Co’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	$793K	Sell	13,758 -44	-0.3%	-$2.53K	0.06%	108
2026 Q1	$837K	Buy	13,802 +663	+5%	+$38.6K	0.07%	102
2025 Q4	$709K	Buy	+13,139	New	+$632K	0.06%	107
2023 Q2	–	Sell	-2,991	Closed	-$207K	–	123
2023 Q1	$207K	Buy	2,991 +15	+0.5%	+$1.06K	0.03%	117
2022 Q4	$214K	Buy	2,976 +13	+0.4%	+$980	0.04%	116
2022 Q3	$211K	Buy	2,963 +64	+2%	+$4.64K	0.04%	121
2022 Q2	$223K	Buy	2,899 +13	+0.5%	+$990	0.04%	117
2022 Q1	$211K	Buy	+2,886	New	+$194K	0.03%	125
2021 Q3	–	Sell	-3,141	Closed	-$210K	–	130
2021 Q2	$210K	Buy	+3,141	New	+$205K	0.03%	123
2021 Q1	–	Sell	-3,113	Closed	-$201K	–	122
2020 Q4	$201K	Buy	+3,113	New	+$191K	0.03%	121
2018 Q4	–	Sell	-1,600	Closed	-$84K	–	150
2018 Q3	$84K	Hold	1,600	–	–	0.02%	148
2018 Q2	$89K	Hold	1,600	–	–	0.02%	131
2018 Q1	$101K	Buy	+1,600	New	+$103K	0.03%	132

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Whitney & Co's BMY Position: Q2 2026 in Review

Whitney & Co reduced its Bristol-Myers Squibb (BMY) stake by 0.32% in Q2 2026, selling an estimated $2.53K and leaving 13,758 shares worth $793K. The position accounts for 0.06% of the portfolio, ranked #108.

Whitney & Co first reported a position in BMY in Q1 2018 and has held it in 13 quarters since. The position peaked at $837K in Q1 2026. 936 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Whitney & Co held 13,758 shares of Bristol-Myers Squibb worth $793K as of Q2 2026.
Whitney & Co sold 44 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.53K.
Bristol-Myers Squibb made up 0.06% of Whitney & Co's portfolio in Q2 2026, its #108 holding.
Whitney & Co first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 13 quarters since.
Whitney & Co's Bristol-Myers Squibb position peaked at $837K in Q1 2026.
936 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.