AWM
BMY icon

Abound Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Abound Wealth 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 		$103K Sell
1,791
-351
-16% -$20.2K 0.02% 157
2026
Q1 		$130K Buy
2,142
+153
+8% +$8.92K 0.03% 124
2025
Q4 		$107K Buy
1,989
+16
+0.8% +$770 0.03% 133
2025
Q3 		$89K Buy
1,973
+144
+8% +$6.72K 0.02% 148
2025
Q2 		$84.7K Buy
1,829
+1,524
+500% +$74.8K 0.02% 145
2025
Q1 		$18.6K Sell
305
-205
-40% -$11.9K 0.01% 302
2024
Q4 		$28.8K Buy
510
+115
+29% +$6.42K 0.01% 228
2024
Q3 		$20.4K Buy
395
+32
+9% +$1.5K 0.01% 293
2024
Q2 		$15.1K Sell
363
-43
-11% -$1.92K 0.01% 303
2024
Q1 		$22K Sell
406
-287
-41% -$14.6K 0.01% 231
2023
Q4 		$35.6K Buy
693
+243
+54% +$12.8K 0.01% 178
2023
Q3 		$26.1K Sell
450
-92
-17% -$5.64K 0.01% 188
2023
Q2 		$34.7K Buy
542
+90
+20% +$6.04K 0.01% 164
2023
Q1 		$31.3K Sell
452
-82
-15% -$5.78K 0.01% 164
2022
Q4 		$38.4K Sell
534
-57
-10% -$4.3K 0.02% 135
2022
Q3 		$42K Buy
+591
New +$42.9K 0.02% 128

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

Abound Wealth Management's BMY Position: Q2 2026 in Review

Abound Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 16% in Q2 2026, selling an estimated $20.2K and leaving 1,791 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #157.

Abound Wealth Management first reported a position in BMY in Q3 2022 and has held it in 16 quarters since. The position peaked at $130K in Q1 2026. 799 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Abound Wealth Management held 1,791 shares of Bristol-Myers Squibb worth $103K as of Q2 2026.
  • Abound Wealth Management sold 351 Bristol-Myers Squibb shares in Q2 2026, an estimated $20.2K.
  • Bristol-Myers Squibb made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Abound Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Bristol-Myers Squibb position peaked at $130K in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.