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

Apollon 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	$6.02M	Buy	104,485 +4,040	+4%	+$232K	0.07%	226
2026 Q1	$6.09M	Buy	100,445 +7,918	+9%	+$462K	0.1%	182
2025 Q4	$4.99M	Buy	92,527 +7,131	+8%	+$343K	0.09%	204
2025 Q3	$3.85M	Sell	85,396 -4,453	-5%	-$208K	0.07%	241
2025 Q2	$4.16M	Buy	89,849 +799	+0.9%	+$39.2K	0.08%	211
2025 Q1	$5.43M	Buy	89,050 +3,343	+4%	+$195K	0.12%	160
2024 Q4	$4.85M	Buy	85,707 +10,622	+14%	+$593K	0.11%	165
2024 Q3	$3.88M	Buy	75,085 +4,321	+6%	+$203K	0.11%	161
2024 Q2	$2.94M	Sell	70,764 -9,872	-12%	-$442K	0.09%	208
2024 Q1	$4.37M	Buy	80,636 +2,895	+4%	+$147K	0.14%	136
2023 Q4	$3.99M	Buy	77,741 +3,525	+5%	+$185K	0.14%	143
2023 Q3	$4.31M	Sell	74,216 -4,750	-6%	-$291K	0.22%	86
2023 Q2	$5.05M	Buy	78,966 +3,284	+4%	+$220K	0.24%	84
2023 Q1	$5.25M	Buy	75,682 +125	+0.2%	+$8.82K	0.32%	64
2022 Q4	$5.44M	Buy	75,557 +1,670	+2%	+$126K	0.39%	51
2022 Q3	$5.25M	Buy	73,887 +3,619	+5%	+$263K	0.43%	45
2022 Q2	$5.41M	Buy	70,268 +4,185	+6%	+$319K	0.45%	40
2022 Q1	$4.83M	Sell	66,083 -1,067	-2%	-$71.6K	0.34%	60
2021 Q4	$4.19M	Buy	67,150 +29,702	+79%	+$1.74M	0.31%	69
2021 Q3	$2.22M	Buy	37,448 +28,366	+312%	+$1.87M	0.3%	67
2021 Q2	$607K	Sell	9,082 -1,482	-14%	-$96.6K	0.11%	195
2021 Q1	$667K	Buy	+10,564	New	+$657K	0.13%	168
2020 Q4	–	Sell	-4,303	Closed	-$259K	–	209
2020 Q3	$259K	Buy	4,303 +2,563	+147%	+$154K	0.12%	126
2020 Q2	$102K	Buy	+1,740	New	+$104K	0.06%	169

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

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

Apollon Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 4% in Q2 2026, buying an estimated $232K and bringing the position to 104,485 shares worth $6.02M. The position accounts for 0.07% of the portfolio, ranked #226.

Apollon Wealth Management first reported a position in BMY in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.09M in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Apollon Wealth Management held 104,485 shares of Bristol-Myers Squibb worth $6.02M as of Q2 2026.
Apollon Wealth Management bought 4,040 Bristol-Myers Squibb shares in Q2 2026, an estimated $232K.
Bristol-Myers Squibb made up 0.07% of Apollon Wealth Management's portfolio in Q2 2026, its #226 holding.
Apollon Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 24 quarters since.
Apollon Wealth Management's Bristol-Myers Squibb position peaked at $6.09M in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.