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Alliance Wealth Advisors (Pennsylvania)’s Bristol-Myers Squibb BMY Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$208K Sell
3,603
-122
-3% -$7K 0.07% 164
2026
Q1 		$226K Buy
+3,725
New +$217K 0.1% 147
2025
Q2 		– Sell
-4,207
Closed -$257K – 147
2025
Q1 		$257K Buy
4,207
+8
+0.2% +$466 0.15% 121
2024
Q4 		$237K Buy
+4,199
New +$235K 0.13% 132
2024
Q2 		– Sell
-3,707
Closed -$201K – 136
2024
Q1 		$201K Buy
+3,707
New +$189K 0.13% 129
2023
Q4 		– Sell
-3,690
Closed -$214K – 129
2023
Q3 		$214K Buy
3,690
+7
+0.2% +$429 0.15% 120
2023
Q2 		$236K Buy
3,683
+6
+0.2% +$402 0.17% 116
2023
Q1 		$255K Buy
3,677
+6
+0.2% +$423 0.19% 102
2022
Q4 		$264K Sell
3,671
-1,115
-23% -$84.1K 0.22% 92
2022
Q3 		$340K Sell
4,786
-759
-14% -$55.1K 0.32% 70
2022
Q2 		$427K Sell
5,545
-234
-4% -$17.8K 0.37% 60
2022
Q1 		$422K Sell
5,779
-895
-13% -$60.1K 0.35% 64
2021
Q4 		$416K Buy
6,674
+6
+0.1% +$352 0.34% 70
2021
Q3 		$395K Buy
6,668
+5
+0.1% +$329 0.35% 70
2021
Q2 		$445K Sell
6,663
-194
-3% -$12.7K 0.4% 65
2021
Q1 		$433K Sell
6,857
-895
-12% -$55.7K 0.43% 60
2020
Q4 		$481K Buy
+7,752
New +$477K 0.5% 50

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Alliance Wealth Advisors (Pennsylvania)'s BMY Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Bristol-Myers Squibb (BMY) stake by 3.3% in Q2 2026, selling an estimated $7K and leaving 3,603 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #164.

Alliance Wealth Advisors (Pennsylvania) first reported a position in BMY in Q4 2020 and has held it in 17 quarters since. The position peaked at $481K in Q4 2020. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 3,603 shares of Bristol-Myers Squibb worth $208K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 122 Bristol-Myers Squibb shares in Q2 2026, an estimated $7K.
  • Bristol-Myers Squibb made up 0.07% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #164 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 17 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Bristol-Myers Squibb position peaked at $481K in Q4 2020.
  • 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.