Atala Financial’s Bristol-Myers Squibb BMY Stock Holding History

Atala Financial’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	Hold	7,592	–	–	0.27%	78
2026 Q1	$467K	Hold	7,592	–	–	0.31%	71
2025 Q4	$410K	Hold	7,592	–	–	0.26%	79
2025 Q3	$342K	Sell	7,592 -212	-3%	-$9.9K	0.21%	88
2025 Q2	$361K	Hold	7,804	–	–	0.25%	81
2025 Q1	$476K	Hold	7,804	–	–	0.35%	66
2024 Q4	$441K	Buy	+7,804	New	+$436K	0.31%	70

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Atala Financial's BMY Position: Q2 2026 in Review

Atala Financial held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 7,592 shares worth $437K. The position accounts for 0.27% of the portfolio, ranked #78.

Atala Financial first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $476K in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Atala Financial held 7,592 shares of Bristol-Myers Squibb worth $437K as of Q2 2026.
Atala Financial left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.27% of Atala Financial's portfolio in Q2 2026, its #78 holding.
Atala Financial first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Bristol-Myers Squibb position peaked at $476K in Q1 2025.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.