Asset Planning Inc’s Bristol-Myers Squibb BMY Stock Holding History

Asset Planning Inc’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	$1M	Sell	17,382 -446	-3%	-$25.6K	0.65%	33
2026 Q1	$1.08M	Sell	17,828 -43	-0.2%	-$2.51K	0.77%	28
2025 Q4	$964K	Sell	17,871 -1,396	-7%	-$67.2K	0.68%	27
2025 Q3	$869K	Sell	19,267 -809	-4%	-$37.8K	0.63%	29
2025 Q2	$929K	Sell	20,076 -733	-4%	-$36K	0.7%	26
2025 Q1	$1.27M	Buy	20,809 +75	+0.4%	+$4.37K	1%	23
2024 Q4	$1.17M	Buy	+20,734	New	+$1.16M	0.89%	25

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 Planning Inc's BMY Position: Q2 2026 in Review

Asset Planning Inc reduced its Bristol-Myers Squibb (BMY) stake by 2.5% in Q2 2026, selling an estimated $25.6K and leaving 17,382 shares worth $1M. The position accounts for 0.65% of the portfolio, ranked #33.

Asset Planning Inc first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2025. 908 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Asset Planning Inc held 17,382 shares of Bristol-Myers Squibb worth $1M as of Q2 2026.
Asset Planning Inc sold 446 Bristol-Myers Squibb shares in Q2 2026, an estimated $25.6K.
Bristol-Myers Squibb made up 0.65% of Asset Planning Inc's portfolio in Q2 2026, its #33 holding.
Asset Planning Inc first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Bristol-Myers Squibb position peaked at $1.27M in Q1 2025.
908 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.