Advus Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Advus Financial 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	$570K	Buy	9,886 +2,924	+42%	+$168K	0.13%	115
2026 Q1	$422K	Buy	6,962 +1,865	+37%	+$109K	0.11%	139
2025 Q4	$275K	Buy	+5,097	New	+$245K	0.07%	197
2025 Q2	–	Sell	-3,950	Closed	-$241K	–	255
2025 Q1	$241K	Sell	3,950 -917	-19%	-$53.5K	0.07%	210
2024 Q4	$275K	Buy	+4,867	New	+$272K	0.08%	183
2024 Q2	–	Sell	-3,966	Closed	-$215K	–	204
2024 Q1	$215K	Buy	+3,966	New	+$202K	0.07%	189
2023 Q3	–	Sell	-3,556	Closed	-$227K	–	153
2023 Q2	$227K	Sell	3,556 -469	-12%	-$31.4K	0.09%	141
2023 Q1	$279K	Sell	4,025 -394	-9%	-$27.8K	0.12%	109
2022 Q4	$318K	Buy	4,419 +898	+26%	+$67.7K	0.14%	100
2022 Q3	$250K	Sell	3,521 -411	-10%	-$29.8K	0.13%	104
2022 Q2	$303K	Buy	3,932 +1,069	+37%	+$81.4K	0.16%	87
2022 Q1	$209K	Buy	+2,863	New	+$192K	0.11%	120

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advus Financial Partners's BMY Position: Q2 2026 in Review

Advus Financial Partners increased its Bristol-Myers Squibb (BMY) stake by 42% in Q2 2026, buying an estimated $168K and bringing the position to 9,886 shares worth $570K. The position accounts for 0.13% of the portfolio, ranked #115.

Advus Financial Partners first reported a position in BMY in Q1 2022 and has held it in 12 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Advus Financial Partners held 9,886 shares of Bristol-Myers Squibb worth $570K as of Q2 2026.
Advus Financial Partners bought 2,924 Bristol-Myers Squibb shares in Q2 2026, an estimated $168K.
Bristol-Myers Squibb made up 0.13% of Advus Financial Partners's portfolio in Q2 2026, its #115 holding.
Advus Financial Partners first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 12 quarters since.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.