Atlantic Edge Private Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Atlantic Edge Private 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	$95.1K	Sell	1,650 -42	-2%	-$2.41K	0.02%	197
2026 Q1	$103K	Buy	1,692 +42	+3%	+$2.45K	0.03%	182
2025 Q4	$89K	Sell	1,650 -200	-11%	-$9.62K	0.02%	179
2025 Q3	$83.4K	Hold	1,850	–	–	0.02%	179
2025 Q2	$85.6K	Sell	1,850 -350	-16%	-$17.2K	0.02%	172
2025 Q1	$134K	Hold	2,200	–	–	0.04%	144
2024 Q4	$124K	Sell	2,200 -100	-4%	-$5.59K	0.04%	150
2024 Q3	$119K	Buy	2,300 +1,000	+77%	+$46.9K	0.04%	155
2024 Q2	$54K	Sell	1,300 -8	-0.6%	-$358	0.02%	188
2024 Q1	$70.9K	Buy	1,308 +8	+0.6%	+$408	0.02%	168
2023 Q4	$66.7K	Buy	+1,300	New	+$68.2K	0.03%	169

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Atlantic Edge Private Wealth Management's BMY Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 2.5% in Q2 2026, selling an estimated $2.41K and leaving 1,650 shares worth $95.1K. The position accounts for 0.02% of the portfolio, ranked #197.

Atlantic Edge Private Wealth Management first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $134K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,650 shares of Bristol-Myers Squibb worth $95.1K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 42 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.41K.
Bristol-Myers Squibb made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #197 holding.
Atlantic Edge Private Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Bristol-Myers Squibb position peaked at $134K in Q1 2025.
1,005 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.