Y-Intercept (HK)’s Bristol-Myers Squibb BMY Stock Holding History

Y-Intercept (HK)’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	$2.69M	Sell	46,615 -49,126	-51%	-$2.82M	0.05%	531
2026 Q1	$5.81M	Buy	95,741 +39,472	+70%	+$2.3M	0.11%	271
2025 Q4	$3.04M	Buy	56,269 +28,214	+101%	+$1.36M	0.07%	421
2025 Q3	$1.27M	Sell	28,055 -170,707	-86%	-$7.97M	0.03%	860
2025 Q2	$9.2M	Buy	+198,762	New	+$9.76M	0.23%	82
2025 Q1	–	Sell	-50,867	Closed	-$2.88M	–	1217
2024 Q4	$2.88M	Buy	+50,867	New	+$2.84M	0.19%	135
2024 Q3	–	Sell	-46,167	Closed	-$1.92M	–	1329
2024 Q2	$1.92M	Buy	+46,167	New	+$2.07M	0.11%	261
2024 Q1	–	Sell	-31,916	Closed	-$1.64M	–	1380
2023 Q4	$1.64M	Buy	31,916 +18,897	+145%	+$992K	0.15%	180
2023 Q3	$756K	Sell	13,019 -73,577	-85%	-$4.51M	0.07%	406
2023 Q2	$5.54M	Buy	+86,596	New	+$5.81M	0.59%	4
2023 Q1	–	Sell	-60,782	Closed	-$4.37M	–	1190
2022 Q4	$4.37M	Buy	+60,782	New	+$4.58M	0.64%	4
2022 Q3	–	Sell	-50,915	Closed	-$3.92M	–	969
2022 Q2	$3.92M	Buy	50,915 +32,009	+169%	+$2.44M	0.52%	28
2022 Q1	$1.38M	Buy	+18,906	New	+$1.27M	0.32%	66
2021 Q4	–	Sell	-14,814	Closed	-$877K	–	594
2021 Q3	$877K	Sell	14,814 -5,768	-28%	-$380K	0.16%	206
2021 Q2	$1.38M	Buy	20,582 +4,764	+30%	+$311K	0.35%	46
2021 Q1	$1M	Buy	15,818 +10,310	+187%	+$641K	0.27%	91
2020 Q4	$341K	Buy	+5,508	New	+$339K	0.14%	268

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

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

Y-Intercept (HK)'s BMY Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Bristol-Myers Squibb (BMY) stake by 51% in Q2 2026, selling an estimated $2.82M and leaving 46,615 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #531.

Y-Intercept (HK) first reported a position in BMY in Q4 2020 and has held it in 17 quarters since. The position peaked at $9.2M in Q2 2025. 803 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Y-Intercept (HK) held 46,615 shares of Bristol-Myers Squibb worth $2.69M as of Q2 2026.
Y-Intercept (HK) sold 49,126 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.82M.
Bristol-Myers Squibb made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #531 holding.
Y-Intercept (HK) first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 17 quarters since.
Y-Intercept (HK)'s Bristol-Myers Squibb position peaked at $9.2M in Q2 2025.
803 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.