Aventura Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Aventura Private Wealth’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	$571K	Sell	9,911 -3,230	-25%	-$185K	0.18%	88
2026 Q1	$797K	Sell	13,141 -155	-1%	-$9.04K	0.29%	63
2025 Q4	$717K	Sell	13,296 -1,587	-11%	-$76.3K	0.26%	73
2025 Q3	$671K	Sell	14,883 -3,195	-18%	-$149K	0.25%	76
2025 Q2	$837K	Sell	18,078 -1,896	-9%	-$93.1K	0.36%	57
2025 Q1	$1.22M	Buy	19,974 +716	+4%	+$41.7K	0.64%	32
2024 Q4	$1.09M	Buy	+19,258	New	+$1.08M	0.59%	36

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aventura Private Wealth's BMY Position: Q2 2026 in Review

Aventura Private Wealth reduced its Bristol-Myers Squibb (BMY) stake by 25% in Q2 2026, selling an estimated $185K and leaving 9,911 shares worth $571K. The position accounts for 0.18% of the portfolio, ranked #88.

Aventura Private Wealth first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2025. 1,157 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Aventura Private Wealth held 9,911 shares of Bristol-Myers Squibb worth $571K as of Q2 2026.
Aventura Private Wealth sold 3,230 Bristol-Myers Squibb shares in Q2 2026, an estimated $185K.
Bristol-Myers Squibb made up 0.18% of Aventura Private Wealth's portfolio in Q2 2026, its #88 holding.
Aventura Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Bristol-Myers Squibb position peaked at $1.22M in Q1 2025.
1,157 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.