Arkadios Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,500
Closed -$67.7K 1577
2025
Q3
$67.7K Hold
1,500
﹤0.01% 1423
2025
Q2
$69.4K Hold
1,500
﹤0.01% 1273
2025
Q1
$91.5K Buy
+1,500
New +$87.4K ﹤0.01% 1079

Other funds holding BMY

Arkadios Wealth Advisors's BMY Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 7.3% in Q2 2026, buying an estimated $1.25M and bringing the position to 320,925 shares worth $18.5M. The position accounts for 0.28% of the portfolio, ranked #75.

Arkadios Wealth Advisors first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Arkadios Wealth Advisors held 320,925 shares of Bristol-Myers Squibb worth $18.5M as of Q2 2026.
  • Arkadios Wealth Advisors bought 21,701 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.25M.
  • Bristol-Myers Squibb made up 0.28% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Arkadios Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.