Asset Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Asset Advisory Group’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	$925K	Hold	16,054	–	–	0.4%	44
2026 Q1	$974K	Buy	16,054 +1	+0%	+$58	0.49%	41
2025 Q4	$866K	Buy	+16,053	New	+$772K	0.43%	40

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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Asset Advisory Group's BMY Position: Q2 2026 in Review

Asset Advisory Group held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 16,054 shares worth $925K. The position accounts for 0.4% of the portfolio, ranked #44.

Asset Advisory Group first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $974K in Q1 2026. 936 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Asset Advisory Group held 16,054 shares of Bristol-Myers Squibb worth $925K as of Q2 2026.
Asset Advisory Group left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.4% of Asset Advisory Group's portfolio in Q2 2026, its #44 holding.
Asset Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
Asset Advisory Group's Bristol-Myers Squibb position peaked at $974K in Q1 2026.
936 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.