Yousif Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Yousif Capital Management’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	$11.2M	Sell	194,129 -13,333	-6%	-$766K	0.13%	136
2026 Q1	$12.6M	Sell	207,462 -5,260	-2%	-$307K	0.15%	125
2025 Q4	$11.5M	Sell	212,722 -8,925	-4%	-$429K	0.13%	140
2025 Q3	$10M	Sell	221,647 -7,592	-3%	-$355K	0.11%	163
2025 Q2	$10.6M	Sell	229,239 -2,172	-0.9%	-$107K	0.11%	155
2025 Q1	$14.1M	Sell	231,411 -2,603	-1%	-$152K	0.16%	117
2024 Q4	$13.2M	Sell	234,014 -4,670	-2%	-$261K	0.15%	120
2024 Q3	$12.3M	Sell	238,684 -2,740	-1%	-$129K	0.13%	137
2024 Q2	$10M	Sell	241,424 -23,029	-9%	-$1.03M	0.11%	160
2024 Q1	$14.3M	Buy	264,453 +3,347	+1%	+$171K	0.16%	114
2023 Q4	$13.4M	Sell	261,106 -19,824	-7%	-$1.04M	0.16%	117
2023 Q3	$16.3M	Sell	280,930 -11,451	-4%	-$702K	0.21%	81
2023 Q2	$18.7M	Buy	292,381 +5,627	+2%	+$377K	0.23%	68
2023 Q1	$19.9M	Sell	286,754 -54,604	-16%	-$3.85M	0.26%	63
2022 Q4	$24.6M	Buy	341,358 +10,783	+3%	+$813K	0.32%	46
2022 Q3	$23.5M	Buy	330,575 +8,190	+3%	+$594K	0.33%	43
2022 Q2	$24.8M	Sell	322,385 -11,915	-4%	-$907K	0.33%	47
2022 Q1	$24.4M	Sell	334,300 -5,056	-1%	-$339K	0.27%	60
2021 Q4	$21.2M	Buy	+339,356	New	+$19.9M	0.22%	73

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Yousif Capital Management's BMY Position: Q2 2026 in Review

Yousif Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 6.4% in Q2 2026, selling an estimated $766K and leaving 194,129 shares worth $11.2M. The position accounts for 0.13% of the portfolio, ranked #136.

Yousif Capital Management first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.8M in Q2 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Yousif Capital Management held 194,129 shares of Bristol-Myers Squibb worth $11.2M as of Q2 2026.
Yousif Capital Management sold 13,333 Bristol-Myers Squibb shares in Q2 2026, an estimated $766K.
Bristol-Myers Squibb made up 0.13% of Yousif Capital Management's portfolio in Q2 2026, its #136 holding.
Yousif Capital Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Bristol-Myers Squibb position peaked at $24.8M in Q2 2022.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.