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

Activest 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	$80K	Sell	1,389 -767	-36%	-$44K	0.02%	209
2026 Q1	$131K	Buy	2,156 +536	+33%	+$31.2K	0.02%	197
2025 Q4	$87.4K	Buy	1,620 +1,090	+206%	+$52.4K	0.02%	235
2025 Q3	$23.9K	Buy	530 +163	+44%	+$7.61K	﹤0.01%	356
2025 Q2	$17K	Buy	367 +163	+80%	+$8K	﹤0.01%	350
2025 Q1	$12.4K	Buy	204 +192	+1,600%	+$11.2K	﹤0.01%	361
2024 Q4	$679	Buy	+12	New	+$670	﹤0.01%	498

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

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

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

Activest Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 36% in Q2 2026, selling an estimated $44K and leaving 1,389 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #209.

Activest Wealth Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $131K in Q1 2026. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Activest Wealth Management held 1,389 shares of Bristol-Myers Squibb worth $80K as of Q2 2026.
Activest Wealth Management sold 767 Bristol-Myers Squibb shares in Q2 2026, an estimated $44K.
Bristol-Myers Squibb made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #209 holding.
Activest Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Activest Wealth Management's Bristol-Myers Squibb position peaked at $131K in Q1 2026.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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