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

Accurate 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 		$476K Buy
8,259
+1,371
+20% +$78.7K 0.05% 364
2026
Q1 		$404K Buy
6,888
+541
+9% +$31.5K 0.05% 360
2025
Q4 		$355K Buy
6,347
+31
+0.5% +$1.49K 0.05% 367
2025
Q3 		$277K Sell
6,316
-512
-7% -$23.9K 0.04% 412
2025
Q2 		$331K Buy
6,828
+505
+8% +$24.8K 0.05% 339
2025
Q1 		$321K Buy
6,323
+183
+3% +$10.7K 0.06% 268
2024
Q4 		$343K Buy
6,140
+1,963
+47% +$110K 0.07% 271
2024
Q3 		$220K Buy
+4,177
New +$196K 0.04% 348
2024
Q2 		– Sell
-5,612
Closed -$275K – 330
2024
Q1 		$275K Buy
5,612
+216
+4% +$11K 0.08% 227
2023
Q4 		$271K Sell
5,396
-3,959
-42% -$208K 0.08% 216
2023
Q3 		$536K Sell
9,355
-3,516
-27% -$215K 0.17% 130
2023
Q2 		$798K Buy
12,871
+3,354
+35% +$225K 0.25% 88
2023
Q1 		$669K Buy
9,517
+3,017
+46% +$213K 0.23% 100
2022
Q4 		$466K Sell
6,500
-1,247
-16% -$94K 0.17% 108
2022
Q3 		$550K Buy
7,747
+1,354
+21% +$98.2K 0.23% 86
2022
Q2 		$485K Sell
6,393
-19,742
-76% -$1.5M 0.26% 79
2022
Q1 		$1.91M Buy
26,135
+17,311
+196% +$1.16M 0.86% 21
2021
Q4 		$518K Buy
8,824
+358
+4% +$21K 0.42% 62
2021
Q3 		$490K Buy
8,466
+1,743
+26% +$115K 0.43% 65
2021
Q2 		$449K Buy
+6,723
New +$438K 0.39% 65

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

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

Accurate Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 20% in Q2 2026, buying an estimated $78.7K and bringing the position to 8,259 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #364.

Accurate Wealth Management first reported a position in BMY in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.91M in Q1 2022. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Accurate Wealth Management held 8,259 shares of Bristol-Myers Squibb worth $476K as of Q2 2026.
  • Accurate Wealth Management bought 1,371 Bristol-Myers Squibb shares in Q2 2026, an estimated $78.7K.
  • Bristol-Myers Squibb made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Accurate Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 20 quarters since.
  • Accurate Wealth Management's Bristol-Myers Squibb position peaked at $1.91M in Q1 2022.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.