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

Accel 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 		$206K Buy
3,580
+11
+0.3% +$632 0.05% 287
2026
Q1 		$216K Buy
+3,569
New +$208K 0.06% 262
2025
Q2 		– Sell
-4,603
Closed -$281K – 271
2025
Q1 		$281K Sell
4,603
-71
-2% -$4.14K 0.1% 195
2024
Q4 		$264K Buy
4,674
+271
+6% +$15.1K 0.1% 199
2024
Q3 		$228K Sell
4,403
-436
-9% -$20.5K 0.08% 218
2024
Q2 		$201K Sell
4,839
-95
-2% -$4.25K 0.08% 227
2024
Q1 		$268K Buy
4,934
+788
+19% +$40.1K 0.11% 168
2023
Q4 		$213K Buy
4,146
+467
+13% +$24.5K 0.11% 177
2023
Q3 		$214K Buy
+3,679
New +$225K 0.12% 155
2023
Q2 		– Sell
-2,996
Closed -$208K – 248
2023
Q1 		$208K Buy
2,996
+40
+1% +$2.82K 0.08% 212
2022
Q4 		$213K Buy
2,956
+190
+7% +$14.3K 0.1% 154
2022
Q3 		$197K Buy
2,766
+9
+0.3% +$653 0.11% 160
2022
Q2 		$209K Buy
2,757
+9
+0.3% +$685 0.12% 141
2022
Q1 		$203K Buy
2,748
+335
+14% +$22.5K 0.1% 151
2021
Q4 		$150K Buy
2,413
+119
+5% +$6.98K 0.07% 200
2021
Q3 		$136K Buy
2,294
+575
+33% +$37.9K 0.09% 180
2021
Q2 		$115K Sell
1,719
-337
-16% -$22K 0.08% 213
2021
Q1 		$130K Sell
2,056
-397
-16% -$24.7K 0.11% 180
2020
Q4 		$152K Buy
+2,453
New +$151K 0.14% 151

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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Accel Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.31% in Q2 2026, buying an estimated $632 and bringing the position to 3,580 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #287.

Accel Wealth Management first reported a position in BMY in Q4 2020 and has held it in 19 quarters since. The position peaked at $281K in Q1 2025. 1,031 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Accel Wealth Management held 3,580 shares of Bristol-Myers Squibb worth $206K as of Q2 2026.
  • Accel Wealth Management bought 11 Bristol-Myers Squibb shares in Q2 2026, an estimated $632.
  • Bristol-Myers Squibb made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Accel Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 19 quarters since.
  • Accel Wealth Management's Bristol-Myers Squibb position peaked at $281K in Q1 2025.
  • 1,031 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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