Abacus Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Abacus Wealth Partners’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	$303K	Sell	5,259 -4,121	-44%	-$237K	0.03%	232
2026 Q1	$569K	Buy	9,380 +1,977	+27%	+$115K	0.05%	195
2025 Q4	$399K	Buy	+7,403	New	+$356K	0.04%	268
2022 Q3	–	Sell	-2,764	Closed	-$213K	–	77
2022 Q2	$213K	Buy	+2,764	New	+$211K	0.11%	71
2022 Q1	–	Sell	-3,511	Closed	-$219K	–	98
2021 Q4	$219K	Sell	3,511 -388	-10%	-$22.8K	0.08%	108
2021 Q3	$231K	Buy	3,899 +287	+8%	+$18.9K	0.09%	98
2021 Q2	$241K	Buy	3,612 +213	+6%	+$13.9K	0.09%	95
2021 Q1	$215K	Buy	+3,399	New	+$211K	0.15%	102

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Abacus Wealth Partners's BMY Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 44% in Q2 2026, selling an estimated $237K and leaving 5,259 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #232.

Abacus Wealth Partners first reported a position in BMY in Q1 2021 and has held it in 8 quarters since. The position peaked at $569K in Q1 2026. 888 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Abacus Wealth Partners held 5,259 shares of Bristol-Myers Squibb worth $303K as of Q2 2026.
Abacus Wealth Partners sold 4,121 Bristol-Myers Squibb shares in Q2 2026, an estimated $237K.
Bristol-Myers Squibb made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #232 holding.
Abacus Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 8 quarters since.
Abacus Wealth Partners's Bristol-Myers Squibb position peaked at $569K in Q1 2026.
888 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.