YHB Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

YHB Investment Advisors’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	$620K	Sell	10,753 -300	-3%	-$17.2K	0.04%	206
2026 Q1	$670K	Sell	11,053 -50	-0.5%	-$2.92K	0.05%	191
2025 Q4	$599K	Sell	11,103 -42	-0.4%	-$2.02K	0.04%	200
2025 Q3	$503K	Sell	11,145 -1,690	-13%	-$78.9K	0.04%	211
2025 Q2	$594K	Hold	12,835	–	–	0.05%	202
2025 Q1	$783K	Hold	12,835	–	–	0.07%	163
2024 Q4	$726K	Sell	12,835 -6,121	-32%	-$342K	0.06%	168
2024 Q3	$981K	Sell	18,956 -423	-2%	-$19.8K	0.08%	150
2024 Q2	$805K	Sell	19,379 -1,874	-9%	-$83.9K	0.07%	160
2024 Q1	$1.15M	Sell	21,253 -4,915	-19%	-$250K	0.1%	143
2023 Q4	$1.34M	Sell	26,168 -518	-2%	-$27.2K	0.13%	131
2023 Q3	$1.55M	Sell	26,686 -87	-0.3%	-$5.33K	0.14%	128
2023 Q2	$1.71M	Sell	26,773 -88	-0.3%	-$5.9K	0.16%	125
2023 Q1	$1.86M	Buy	26,861 +4	+0%	+$282	0.19%	108
2022 Q4	$1.93M	Sell	26,857 -260	-1%	-$19.6K	0.21%	105
2022 Q3	$1.93M	Sell	27,117 -196	-0.7%	-$14.2K	0.21%	106
2022 Q2	$2.1M	Sell	27,313 -196	-0.7%	-$14.9K	0.22%	107
2022 Q1	$2.01M	Sell	27,509 -3,402	-11%	-$228K	0.18%	115
2021 Q4	$1.93M	Sell	30,911 -2,125	-6%	-$125K	0.15%	132
2021 Q3	$1.96M	Sell	33,036 -1,966	-6%	-$129K	0.17%	121
2021 Q2	$2.34M	Sell	35,002 -438	-1%	-$28.6K	0.2%	115
2021 Q1	$2.32M	Sell	35,440 -874	-2%	-$54.4K	0.2%	113
2020 Q4	$2.25M	Sell	36,314 -2,385	-6%	-$147K	0.21%	108
2020 Q3	$2.33M	Sell	38,699 -31,946	-45%	-$1.92M	0.25%	93
2020 Q2	$4.15M	Sell	70,645 -14,666	-17%	-$877K	0.6%	51
2020 Q1	$4.75M	Sell	85,311 -9,116	-10%	-$557K	0.82%	41
2019 Q4	$6.06M	Buy	94,427 +37,487	+66%	+$2.15M	0.87%	40
2019 Q3	$2.89M	Sell	56,940 -386	-0.7%	-$18.1K	0.44%	66
2019 Q2	$2.6M	Sell	57,326 -2,045	-3%	-$95.3K	0.41%	71
2019 Q1	$2.83M	Buy	59,371 +1,545	+3%	+$77K	0.44%	64
2018 Q4	$3.01M	Buy	57,826 +3,460	+6%	+$186K	0.54%	55
2018 Q3	$3.38M	Sell	54,366 -910	-2%	-$54K	0.51%	62
2018 Q2	$3.06M	Sell	55,276 -1,330	-2%	-$71.8K	0.5%	62
2018 Q1	$3.58M	Buy	56,606 +3,700	+7%	+$238K	0.61%	55
2017 Q4	$3.24M	Sell	52,906 -30	-0.1%	-$1.88K	0.55%	61
2017 Q3	$3.37M	Sell	52,936 -9,053	-15%	-$529K	0.6%	58
2017 Q2	$3.45M	Buy	61,989 +4,197	+7%	+$228K	0.59%	54
2017 Q1	$3.24M	Sell	57,792 -1,519	-3%	-$83.3K	0.62%	53
2016 Q4	$3.47M	Buy	59,311 +5,629	+10%	+$308K	0.72%	47
2016 Q3	$2.9M	Sell	53,682 -6,326	-11%	-$406K	0.7%	49
2016 Q2	$4.41M	Buy	60,008 +4,805	+9%	+$340K	0.97%	35
2016 Q1	$3.53M	Sell	55,203 -7,760	-12%	-$489K	0.95%	34
2015 Q4	$4.33M	Buy	62,963 +1,969	+3%	+$130K	0.98%	36
2015 Q3	$3.61M	Sell	60,994 -1,796	-3%	-$114K	0.85%	37
2015 Q2	$4.18M	Buy	62,790 +805	+1%	+$53.1K	0.91%	35
2015 Q1	$4M	Sell	61,985 -296	-0.5%	-$18.5K	0.9%	34
2014 Q4	$3.68M	Buy	62,281 +6	+0%	+$338	0.84%	38
2014 Q3	$3.19M	Sell	62,275 -565	-0.9%	-$28.2K	0.77%	48
2014 Q2	$3.05M	Sell	62,840 -75	-0.1%	-$3.7K	0.74%	54
2014 Q1	$3.27M	Buy	62,915 +162	+0.3%	+$8.62K	0.83%	41
2013 Q4	$3.33M	Sell	62,753 -830	-1%	-$42.3K	0.9%	43
2013 Q3	$2.94M	Hold	63,583	–	–	0.87%	45
2013 Q2	$2.84M	Buy	+63,583	New	+$2.76M	0.89%	45

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

YHB Investment Advisors's BMY Position: Q2 2026 in Review

YHB Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 2.7% in Q2 2026, selling an estimated $17.2K and leaving 10,753 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #206.

YHB Investment Advisors first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.06M in Q4 2019. 941 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

YHB Investment Advisors held 10,753 shares of Bristol-Myers Squibb worth $620K as of Q2 2026.
YHB Investment Advisors sold 300 Bristol-Myers Squibb shares in Q2 2026, an estimated $17.2K.
Bristol-Myers Squibb made up 0.04% of YHB Investment Advisors's portfolio in Q2 2026, its #206 holding.
YHB Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
YHB Investment Advisors's Bristol-Myers Squibb position peaked at $6.06M in Q4 2019.
941 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.