Amplius Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Amplius Wealth Advisors’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	$200K	Buy	+3,477	New	+$200K	0.01%	209
2022 Q2	–	Sell	-2,868	Closed	-$209K	–	179
2022 Q1	$209K	Sell	2,868 -240	-8%	-$16.1K	0.03%	167
2021 Q4	$193K	Buy	+3,108	New	+$182K	0.03%	187

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

Amplius Wealth Advisors's BMY Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 3,477 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in BMY as recently as Q1 2022.

Amplius Wealth Advisors first reported a position in BMY in Q4 2021 and has held it in 3 quarters since. The position peaked at $209K in Q1 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Amplius Wealth Advisors held 3,477 shares of Bristol-Myers Squibb worth $200K as of Q2 2026.
Bristol-Myers Squibb was a new Amplius Wealth Advisors position in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Amplius Wealth Advisors's portfolio in Q2 2026, its #209 holding.
Amplius Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 3 quarters since.
Amplius Wealth Advisors's Bristol-Myers Squibb position peaked at $209K in Q1 2022.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.