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

Ameliora 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	$22.8K	Hold	395	–	–	0.01%	175
2026 Q1	$24K	Hold	395	–	–	0.01%	187
2025 Q4	$21.3K	Buy	+395	New	+$19K	0.01%	191
2024 Q2	–	Sell	-32,144	Closed	-$1.74M	–	185
2024 Q1	$1.74M	Buy	32,144 +1,322	+4%	+$67.3K	0.79%	40
2023 Q4	$1.58M	Sell	30,822 -9,632	-24%	-$506K	0.79%	39
2023 Q3	$2.35M	Sell	40,454 -2,519	-6%	-$154K	1.39%	27
2023 Q2	$2.75M	Buy	42,973 +11,431	+36%	+$767K	1.7%	17
2023 Q1	$2.19M	Sell	31,542 -3,518	-10%	-$248K	1.28%	26
2022 Q4	$2.52M	Buy	35,060 +9,200	+36%	+$694K	1.35%	28
2022 Q3	$1.79M	Buy	25,860 +19,060	+280%	+$1.38M	0.97%	31
2022 Q2	$523K	Buy	+6,800	New	+$518K	0.62%	23

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Ameliora Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 395 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #175.

Ameliora Wealth Management first reported a position in BMY in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.75M in Q2 2023. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Ameliora Wealth Management held 395 shares of Bristol-Myers Squibb worth $22.8K as of Q2 2026.
Ameliora Wealth Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #175 holding.
Ameliora Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 11 quarters since.
Ameliora Wealth Management's Bristol-Myers Squibb position peaked at $2.75M in Q2 2023.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.