AWE
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Avidian Wealth Enterprises’s Bristol-Myers Squibb BMY Stock Holding History

Avidian Wealth Enterprises’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 		$736K Buy
12,766
+606
+5% +$34.8K 0.02% 392
2026
Q1 		$737K Buy
12,160
+2,462
+25% +$144K 0.02% 352
2025
Q4 		$523K Sell
9,698
-3,272
-25% -$157K 0.02% 363
2025
Q3 		$585K Buy
12,970
+63
+0.5% +$2.94K 0.02% 336
2025
Q2 		$597K Buy
12,907
+2,233
+21% +$110K 0.02% 294
2025
Q1 		$651K Sell
10,674
-1,722
-14% -$100K 0.03% 262
2024
Q4 		$701K Buy
12,396
+301
+2% +$16.8K 0.03% 239
2024
Q3 		$626K Sell
12,095
-106
-0.9% -$4.97K 0.03% 257
2024
Q2 		$507K Buy
12,201
+5,832
+92% +$261K 0.02% 292
2024
Q1 		$345K Buy
6,369
+355
+6% +$18.1K 0.02% 330
2023
Q4 		$309K Sell
6,014
-1,862
-24% -$97.7K 0.02% 332
2023
Q3 		$457K Sell
7,876
-688
-8% -$42.2K 0.03% 271
2023
Q2 		$548K Sell
8,564
-442
-5% -$29.6K 0.04% 252
2023
Q1 		$624K Buy
9,006
+302
+3% +$21.3K 0.03% 262
2022
Q4 		$626K Buy
8,704
+2,103
+32% +$159K 0.04% 244
2022
Q3 		$469K Sell
6,601
-8,882
-57% -$644K 0.03% 247
2022
Q2 		$1.19M Buy
15,483
+781
+5% +$59.5K 0.08% 145
2022
Q1 		$1.07M Sell
14,702
-806
-5% -$54.1K 0.07% 186
2021
Q4 		$967K Sell
15,508
-29
-0.2% -$1.7K 0.06% 193
2021
Q3 		$919K Buy
15,537
+5,445
+54% +$359K 0.07% 138
2021
Q2 		$674K Buy
10,092
+10
+0.1% +$652 0.05% 173
2021
Q1 		$636K Sell
10,082
-1,356
-12% -$84.4K 0.05% 172
2020
Q4 		$710K Buy
11,438
+218
+2% +$13.4K 0.07% 137
2020
Q3 		$676K Sell
11,220
-51
-0.5% -$3.07K 0.08% 129
2020
Q2 		$663K Buy
11,271
+2,426
+27% +$145K 0.09% 115
2020
Q1 		$493K Sell
8,845
-5,554
-39% -$339K 0.08% 107
2019
Q4 		$924K Sell
14,399
-2,837
-16% -$162K 0.13% 69
2019
Q3 		$874K Buy
17,236
+3,064
+22% +$144K 0.14% 64
2019
Q2 		$643K Buy
14,172
+168
+1% +$7.83K 0.15% 55
2019
Q1 		$668K Buy
+14,004
New +$698K 0.15% 53

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Avidian Wealth Enterprises's BMY Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Bristol-Myers Squibb (BMY) stake by 5% in Q2 2026, buying an estimated $34.8K and bringing the position to 12,766 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #392.

Avidian Wealth Enterprises first reported a position in BMY in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.19M in Q2 2022. 953 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Avidian Wealth Enterprises held 12,766 shares of Bristol-Myers Squibb worth $736K as of Q2 2026.
  • Avidian Wealth Enterprises bought 606 Bristol-Myers Squibb shares in Q2 2026, an estimated $34.8K.
  • Bristol-Myers Squibb made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #392 holding.
  • Avidian Wealth Enterprises first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 30 quarters since.
  • Avidian Wealth Enterprises's Bristol-Myers Squibb position peaked at $1.19M in Q2 2022.
  • 953 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.