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

Arista 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	$437K	Buy	7,585 +4	+0.1%	+$230	0.05%	181
2026 Q1	$460K	Buy	7,581 +118	+2%	+$6.88K	0.06%	169
2025 Q4	$403K	Sell	7,463 -6,190	-45%	-$298K	0.05%	157
2025 Q3	$616K	Buy	13,653 +3,649	+36%	+$170K	0.08%	127
2025 Q2	$463K	Buy	+10,004	New	+$491K	0.06%	151

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Arista Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.05% in Q2 2026, buying an estimated $230 and bringing the position to 7,585 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #181.

Arista Wealth Management first reported a position in BMY in Q2 2025 and has held it in 5 quarters since. The position peaked at $616K in Q3 2025. 1,096 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Arista Wealth Management held 7,585 shares of Bristol-Myers Squibb worth $437K as of Q2 2026.
Arista Wealth Management bought 4 Bristol-Myers Squibb shares in Q2 2026, an estimated $230.
Bristol-Myers Squibb made up 0.05% of Arista Wealth Management's portfolio in Q2 2026, its #181 holding.
Arista Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 5 quarters since.
Arista Wealth Management's Bristol-Myers Squibb position peaked at $616K in Q3 2025.
1,096 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.