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

Aprio 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	$3.97M	Sell	68,912 -1,561	-2%	-$89.6K	0.2%	97
2026 Q1	$4.27M	Buy	70,473 +18,819	+36%	+$1.1M	0.23%	82
2025 Q4	$2.79M	Buy	51,654 +44,125	+586%	+$2.12M	0.16%	97
2025 Q3	$340K	Buy	7,529 +2,302	+44%	+$108K	0.03%	300
2025 Q2	$242K	Sell	5,227 -4,012	-43%	-$197K	0.03%	348
2025 Q1	$563K	Buy	9,239 +957	+12%	+$55.8K	0.07%	162
2024 Q4	$468K	Buy	8,282 +3,493	+73%	+$195K	0.07%	144
2024 Q3	$248K	Sell	4,789 -780	-14%	-$36.6K	0.04%	227
2024 Q2	$231K	Sell	5,569 -232	-4%	-$10.4K	0.04%	218
2024 Q1	$315K	Buy	+5,801	New	+$296K	0.06%	149

Other funds holding BMY

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Aprio Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 2.2% in Q2 2026, selling an estimated $89.6K and leaving 68,912 shares worth $3.97M. The position accounts for 0.2% of the portfolio, ranked #97.

Aprio Wealth Management first reported a position in BMY in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.27M in Q1 2026. 1,031 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Aprio Wealth Management held 68,912 shares of Bristol-Myers Squibb worth $3.97M as of Q2 2026.
Aprio Wealth Management sold 1,561 Bristol-Myers Squibb shares in Q2 2026, an estimated $89.6K.
Bristol-Myers Squibb made up 0.2% of Aprio Wealth Management's portfolio in Q2 2026, its #97 holding.
Aprio Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 10 quarters since.
Aprio Wealth Management's Bristol-Myers Squibb position peaked at $4.27M in Q1 2026.
1,031 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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