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Apella Capital’s Bristol-Myers Squibb BMY Stock Holding History

Apella Capital’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 		$742K Sell
12,792
-10
-0.1% -$574 0.01% 410
2026
Q1 		$770K Buy
12,802
+4,549
+55% +$265K 0.01% 398
2025
Q4 		$445K Buy
8,253
+2,415
+41% +$116K 0.01% 377
2025
Q3 		$253K Sell
5,838
-3,997
-41% -$187K 0.01% 422
2025
Q2 		$457K Buy
9,835
+468
+5% +$23K 0.01% 302
2025
Q1 		$503K Buy
9,367
+3,454
+58% +$201K 0.02% 255
2024
Q4 		$334K Sell
5,913
-331
-5% -$18.5K 0.01% 276
2024
Q3 		$336K Sell
6,244
-253
-4% -$11.9K 0.01% 256
2024
Q2 		$265K Buy
6,497
+272
+4% +$12.2K 0.01% 272
2024
Q1 		$321K Sell
6,225
-185
-3% -$9.42K 0.02% 236
2023
Q4 		$334K Sell
6,410
-460
-7% -$24.1K 0.02% 227
2023
Q3 		$399K Sell
6,870
-382
-5% -$23.4K 0.03% 184
2023
Q2 		$464K Buy
+7,252
New +$486K 0.03% 177
2022
Q4 		$540K Buy
7,500
+2,292
+44% +$173K 0.05% 147
2022
Q3 		$370K Buy
5,208
+241
+5% +$17.5K 0.04% 159
2022
Q2 		$382K Buy
4,967
+384
+8% +$29.2K 0.05% 163
2022
Q1 		$335K Buy
4,583
+38
+0.8% +$2.55K 0.05% 156
2021
Q4 		$283K Buy
4,545
+28
+0.6% +$1.64K 0.04% 168
2021
Q3 		$267K Sell
4,517
-1,181
-21% -$77.8K 0.04% 171
2021
Q2 		$381K Buy
5,698
+297
+5% +$19.4K 0.06% 159
2021
Q1 		$341K Sell
5,401
-170
-3% -$10.6K 0.11% 100
2020
Q4 		$346K Sell
5,571
-975
-15% -$60K 0.12% 94
2020
Q3 		$395K Buy
6,546
+573
+10% +$34.5K 0.16% 88
2020
Q2 		$351K Sell
5,973
-804
-12% -$48.1K 0.16% 90
2020
Q1 		$378K Buy
+6,777
New +$414K 0.22% 78

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

Apella Capital's BMY Position: Q2 2026 in Review

Apella Capital reduced its Bristol-Myers Squibb (BMY) stake by 0.08% in Q2 2026, selling an estimated $574 and leaving 12,792 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #410.

Apella Capital first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. The position peaked at $770K in Q1 2026. 451 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Apella Capital held 12,792 shares of Bristol-Myers Squibb worth $742K as of Q2 2026.
  • Apella Capital sold 10 Bristol-Myers Squibb shares in Q2 2026, an estimated $574.
  • Bristol-Myers Squibb made up 0.01% of Apella Capital's portfolio in Q2 2026, its #410 holding.
  • Apella Capital first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Bristol-Myers Squibb position peaked at $770K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.