Annex Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Annex Advisory Services’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	$310K	Buy	5,373 +384	+8%	+$22.1K	0.01%	300
2026 Q1	$303K	Buy	4,989 +676	+16%	+$39.4K	0.01%	303
2025 Q4	$233K	Sell	4,313 -225	-5%	-$10.8K	﹤0.01%	330
2025 Q3	$205K	Sell	4,538 -571	-11%	-$26.7K	﹤0.01%	306
2025 Q2	$236K	Sell	5,109 -836	-14%	-$41K	0.01%	283
2025 Q1	$363K	Sell	5,945 -851	-13%	-$49.6K	0.01%	239
2024 Q4	$384K	Buy	6,796 +384	+6%	+$21.5K	0.01%	232
2024 Q3	$332K	Buy	6,412 +116	+2%	+$5.44K	0.01%	223
2024 Q2	$261K	Sell	6,296 -610	-9%	-$27.3K	0.01%	238
2024 Q1	$375K	Sell	6,906 -3,493	-34%	-$178K	0.01%	207
2023 Q4	$534K	Sell	10,399 -104,838	-91%	-$5.5M	0.02%	165
2023 Q3	$6.69M	Buy	115,237 +510	+0.4%	+$31.2K	0.4%	57
2023 Q2	$7.34M	Sell	114,727 -1,516	-1%	-$102K	0.41%	49
2023 Q1	$8.06M	Buy	116,243 +38,158	+49%	+$2.69M	0.43%	41
2022 Q4	$5.62M	Buy	78,085 +1,165	+2%	+$87.8K	0.32%	53
2022 Q3	$5.47M	Sell	76,920 -2,432	-3%	-$176K	0.37%	51
2022 Q2	$6.11M	Sell	79,352 -304	-0.4%	-$23.2K	0.44%	48
2022 Q1	$5.82M	Buy	79,656 +4,468	+6%	+$300K	0.43%	50
2021 Q4	$4.69M	Buy	75,188 +7,508	+11%	+$440K	0.32%	58
2021 Q3	$4M	Buy	67,680 +4,504	+7%	+$297K	0.33%	52
2021 Q2	$4.22M	Buy	63,176 +3,532	+6%	+$230K	0.34%	51
2021 Q1	$3.77M	Buy	59,644 +5,407	+10%	+$336K	0.36%	50
2020 Q4	$3.36M	Buy	54,237 +4,732	+10%	+$291K	0.33%	49
2020 Q3	$2.98M	Sell	49,505 -95	-0.2%	-$5.72K	0.38%	31
2020 Q2	$2.92M	Buy	49,600 +4,003	+9%	+$239K	0.41%	28
2020 Q1	$2.54M	Buy	45,597 +5,684	+14%	+$347K	0.36%	29
2019 Q4	$2.56M	Buy	39,913 +12,900	+48%	+$739K	0.31%	43
2019 Q3	$1.37M	Buy	+27,013	New	+$1.27M	0.18%	62

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Annex Advisory Services's BMY Position: Q2 2026 in Review

Annex Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 7.7% in Q2 2026, buying an estimated $22.1K and bringing the position to 5,373 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #300.

Annex Advisory Services first reported a position in BMY in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.06M in Q1 2023. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Annex Advisory Services held 5,373 shares of Bristol-Myers Squibb worth $310K as of Q2 2026.
Annex Advisory Services bought 384 Bristol-Myers Squibb shares in Q2 2026, an estimated $22.1K.
Bristol-Myers Squibb made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #300 holding.
Annex Advisory Services first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 28 quarters since.
Annex Advisory Services's Bristol-Myers Squibb position peaked at $8.06M in Q1 2023.
440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.