Atwood & Palmer’s Bristol-Myers Squibb BMY Stock Holding History

Atwood & Palmer’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	$676K	Sell	11,728 -23	-0.2%	-$1.32K	0.04%	110
2026 Q1	$713K	Buy	11,751 +23	+0.2%	+$1.34K	0.04%	105
2025 Q4	$633K	Hold	11,728	–	–	0.04%	110
2025 Q3	$529K	Hold	11,728	–	–	0.03%	114
2025 Q2	$543K	Sell	11,728 -506	-4%	-$24.8K	0.03%	113
2025 Q1	$746K	Buy	12,234 +506	+4%	+$29.5K	0.05%	97
2024 Q4	$663K	Sell	11,728 -1,600	-12%	-$89.4K	0.05%	101
2024 Q3	$690K	Hold	13,328	–	–	0.05%	99
2024 Q2	$554K	Hold	13,328	–	–	0.04%	100
2024 Q1	$723K	Buy	13,328 +126	+1%	+$6.42K	0.05%	96
2023 Q4	$677K	Hold	13,202	–	–	0.05%	96
2023 Q3	$766K	Hold	13,202	–	–	0.07%	89
2023 Q2	$844K	Hold	13,202	–	–	0.08%	92
2023 Q1	$915K	Sell	13,202 -296	-2%	-$20.9K	0.09%	82
2022 Q4	$971K	Buy	13,498 +2	+0%	+$151	0.09%	89
2022 Q3	$959K	Hold	13,496	–	–	0.1%	87
2022 Q2	$1.04M	Hold	13,496	–	–	0.1%	78
2022 Q1	$986K	Sell	13,496 -341	-2%	-$22.9K	0.09%	83
2021 Q4	$863K	Sell	13,837 -34	-0.2%	-$1.99K	0.07%	88
2021 Q3	$821K	Buy	13,871 +5	+0%	+$329	0.07%	84
2021 Q2	$927K	Sell	13,866 -350	-2%	-$22.8K	0.08%	81
2021 Q1	$897K	Buy	14,216 +300	+2%	+$18.7K	0.09%	82
2020 Q4	$863K	Hold	13,916	–	–	0.09%	80
2020 Q3	$839K	Hold	13,916	–	–	0.11%	71
2020 Q2	$818K	Sell	13,916 -30	-0.2%	-$1.79K	0.11%	71
2020 Q1	$777K	Buy	13,946 +30	+0.2%	+$1.83K	0.12%	72
2019 Q4	$893K	Buy	13,916 +2,120	+18%	+$121K	0.11%	70
2019 Q3	$598K	Sell	11,796 -400	-3%	-$18.8K	0.08%	77
2019 Q2	$553K	Hold	12,196	–	–	0.07%	85
2019 Q1	$582K	Hold	12,196	–	–	0.08%	79
2018 Q4	$634K	Hold	12,196	–	–	0.1%	76
2018 Q3	$757K	Sell	12,196 -200	-2%	-$11.9K	0.1%	74
2018 Q2	$686K	Hold	12,396	–	–	0.09%	75
2018 Q1	$784K	Sell	12,396 -224	-2%	-$14.4K	0.11%	71
2017 Q4	$773K	Hold	12,620	–	–	0.11%	71
2017 Q3	$804K	Sell	12,620 -750	-6%	-$43.8K	0.12%	70
2017 Q2	$745K	Sell	13,370 -200	-1%	-$10.9K	0.12%	70
2017 Q1	$738K	Sell	13,570 -200	-1%	-$11K	0.12%	71
2016 Q4	$805K	Hold	13,770	–	–	0.14%	66
2016 Q3	$742K	Hold	13,770	–	–	0.13%	68
2016 Q2	$1.01M	Sell	13,770 -100	-0.7%	-$7.07K	0.18%	64
2016 Q1	$886K	Sell	13,870 -400	-3%	-$25.2K	0.16%	68
2015 Q4	$982K	Hold	14,270	–	–	0.19%	69
2015 Q3	$845K	Hold	14,270	–	–	0.17%	74
2015 Q2	$950K	Hold	14,270	–	–	0.17%	76
2015 Q1	$920K	Sell	14,270 -776	-5%	-$48.6K	0.16%	76
2014 Q4	$889K	Hold	15,046	–	–	0.17%	71
2014 Q3	$770K	Buy	15,046 +50	+0.3%	+$2.5K	0.15%	78
2014 Q2	$727K	Sell	14,996 -3,157	-17%	-$156K	0.19%	70
2014 Q1	$943K	Buy	18,153 +4,482	+33%	+$238K	0.22%	51
2013 Q4	$727K	Hold	13,671	–	–	0.18%	56
2013 Q3	$633K	Hold	13,671	–	–	0.17%	56
2013 Q2	$611K	Buy	+13,671	New	+$594K	0.17%	63

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

Atwood & Palmer's BMY Position: Q2 2026 in Review

Atwood & Palmer reduced its Bristol-Myers Squibb (BMY) stake by 0.2% in Q2 2026, selling an estimated $1.32K and leaving 11,728 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #110.

Atwood & Palmer first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.04M in Q2 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Atwood & Palmer held 11,728 shares of Bristol-Myers Squibb worth $676K as of Q2 2026.
Atwood & Palmer sold 23 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.32K.
Bristol-Myers Squibb made up 0.04% of Atwood & Palmer's portfolio in Q2 2026, its #110 holding.
Atwood & Palmer first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Bristol-Myers Squibb position peaked at $1.04M in Q2 2022.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.