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WinCap Financial’s Bristol-Myers Squibb BMY Stock Holding History

WinCap Financial’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 		$1.37M Buy
23,756
+1,612
+7% +$92.6K 0.74% 35
2026
Q1 		$1.34M Buy
22,144
+1,693
+8% +$98.7K 0.89% 29
2025
Q4 		$1.1M Buy
20,451
+437
+2% +$21K 0.76% 35
2025
Q3 		$903K Buy
20,014
+632
+3% +$29.5K 0.62% 44
2025
Q2 		$897K Buy
19,382
+2,026
+12% +$99.5K 0.72% 42
2025
Q1 		$1.06M Buy
17,356
+592
+4% +$34.5K 1% 32
2024
Q4 		$948K Buy
+16,764
New +$937K 0.97% 35

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
Handelsbanken Fonder
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

WinCap Financial's BMY Position: Q2 2026 in Review

WinCap Financial increased its Bristol-Myers Squibb (BMY) stake by 7.3% in Q2 2026, buying an estimated $92.6K and bringing the position to 23,756 shares worth $1.37M. The position accounts for 0.74% of the portfolio, ranked #35.

WinCap Financial first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • WinCap Financial held 23,756 shares of Bristol-Myers Squibb worth $1.37M as of Q2 2026.
  • WinCap Financial bought 1,612 Bristol-Myers Squibb shares in Q2 2026, an estimated $92.6K.
  • Bristol-Myers Squibb made up 0.74% of WinCap Financial's portfolio in Q2 2026, its #35 holding.
  • WinCap Financial first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.