Woodward Diversified Capital’s Bristol-Myers Squibb BMY Stock Holding History

Woodward Diversified Capital’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	$216K	Hold	3,744	–	–	0.1%	167
2026 Q1	$225K	Buy	3,744 +19	+0.5%	+$1.11K	0.1%	163
2025 Q4	$201K	Buy	+3,725	New	+$179K	0.09%	176
2024 Q2	–	Sell	-4,931	Closed	-$267K	–	161
2024 Q1	$267K	Buy	4,931 +647	+15%	+$33K	0.17%	133
2023 Q4	$220K	Sell	4,284 -525	-11%	-$27.6K	0.14%	139
2023 Q3	$279K	Sell	4,809 -5,509	-53%	-$338K	0.2%	116
2023 Q2	$660K	Buy	10,318 +23	+0.2%	+$1.54K	0.5%	56
2023 Q1	$714K	Buy	10,295 +31	+0.3%	+$2.19K	0.56%	50
2022 Q4	$738K	Sell	10,264 -571	-5%	-$43.1K	0.59%	47
2022 Q3	$770K	Sell	10,835 -762	-7%	-$55.3K	0.63%	38
2022 Q2	$893K	Buy	11,597 +35	+0.3%	+$2.67K	0.68%	39
2022 Q1	$844K	Sell	11,562 -158	-1%	-$10.6K	0.55%	51
2021 Q4	$731K	Buy	11,720 +766	+7%	+$44.9K	0.43%	60
2021 Q3	$648K	Buy	10,954 +2,591	+31%	+$171K	0.41%	72
2021 Q2	$559K	Buy	8,363 +494	+6%	+$32.2K	0.32%	81
2021 Q1	$497K	Sell	7,869 -485	-6%	-$30.2K	0.29%	90
2020 Q4	$518K	Buy	+8,354	New	+$514K	0.34%	71

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Woodward Diversified Capital's BMY Position: Q2 2026 in Review

Woodward Diversified Capital held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,744 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #167.

Woodward Diversified Capital first reported a position in BMY in Q4 2020 and has held it in 17 quarters since. The position peaked at $893K in Q2 2022. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Woodward Diversified Capital held 3,744 shares of Bristol-Myers Squibb worth $216K as of Q2 2026.
Woodward Diversified Capital left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.1% of Woodward Diversified Capital's portfolio in Q2 2026, its #167 holding.
Woodward Diversified Capital first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 17 quarters since.
Woodward Diversified Capital's Bristol-Myers Squibb position peaked at $893K in Q2 2022.
1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.