Avior Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Avior 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	$356K	Buy	6,183 +410	+7%	+$23.5K	0.01%	605
2026 Q1	$350K	Sell	5,773 -2,031	-26%	-$118K	0.01%	645
2025 Q4	$421K	Buy	+7,804	New	+$375K	0.01%	515
2025 Q2	–	Sell	-5,503	Closed	-$336K	–	699
2025 Q1	$336K	Buy	5,503 +1,542	+39%	+$89.9K	0.01%	523
2024 Q4	$224K	Buy	3,961 +170	+4%	+$9.5K	0.01%	674
2024 Q3	$196K	Buy	3,791 +66	+2%	+$3.1K	0.01%	702
2024 Q2	$155K	Sell	3,725 -1,651	-31%	-$73.9K	0.01%	739
2024 Q1	$292K	Buy	5,376 +159	+3%	+$8.1K	0.01%	594
2023 Q4	$268K	Sell	5,217 -631	-11%	-$33.1K	0.02%	472
2023 Q3	$339K	Sell	5,848 -1,912	-25%	-$117K	0.02%	418
2023 Q2	$496K	Sell	7,760 -1,205	-13%	-$80.8K	0.03%	338
2023 Q1	$621K	Buy	8,965 +2,272	+34%	+$160K	0.04%	285
2022 Q4	$482K	Buy	6,693 +602	+10%	+$45.4K	0.04%	315
2022 Q3	$432K	Buy	6,091 +87	+1%	+$6.31K	0.04%	307
2022 Q2	$461K	Sell	6,004 -1,048	-15%	-$79.8K	0.05%	265
2022 Q1	$514K	Sell	7,052 -919	-12%	-$61.7K	0.04%	293
2021 Q4	$496K	Buy	7,971 +215	+3%	+$12.6K	0.04%	330
2021 Q3	$458K	Buy	7,756 +1,290	+20%	+$85K	0.04%	331
2021 Q2	$431K	Buy	6,466 +1	+0%	+$65	0.04%	322
2021 Q1	$407K	Buy	6,465 +439	+7%	+$27.3K	0.04%	323
2020 Q4	$373K	Buy	6,026 +631	+12%	+$38.8K	0.05%	319
2020 Q3	$324K	Buy	5,395 +4,996	+1,252%	+$301K	0.05%	322
2020 Q2	$23K	Sell	399 -240	-38%	-$14.4K	﹤0.01%	555
2020 Q1	$35K	Buy	639 +90	+16%	+$5.5K	0.01%	474
2019 Q4	$36K	Buy	549 +204	+59%	+$11.7K	0.01%	487
2019 Q3	$19K	Sell	345 -134	-28%	-$6.3K	﹤0.01%	528
2019 Q2	$25K	Buy	479 +43	+10%	+$2K	﹤0.01%	500
2019 Q1	$23K	Hold	436	–	–	﹤0.01%	475
2018 Q4	$24K	Sell	436 -45	-9%	-$2.42K	0.01%	509
2018 Q3	$31K	Sell	481 -712	-60%	-$42.3K	0.01%	516
2018 Q2	$68K	Sell	1,193 -6	-0.5%	-$324	0.02%	468
2018 Q1	$77K	Sell	1,199 -76	-6%	-$4.89K	0.02%	461
2017 Q4	$79K	Buy	1,275 +111	+10%	+$6.94K	0.02%	458
2017 Q3	$75K	Buy	1,164 +76	+7%	+$4.44K	0.02%	191
2017 Q2	$62K	Sell	1,088 -106	-9%	-$5.77K	0.03%	178
2017 Q1	$67K	Sell	1,194 -43	-3%	-$2.36K	0.02%	209
2016 Q4	$74K	Buy	1,237 +8	+0.7%	+$437	0.03%	185
2016 Q3	$68K	Buy	1,229 +25	+2%	+$1.61K	0.03%	200
2016 Q2	$89K	Buy	1,204 +101	+9%	+$7.14K	0.04%	163
2016 Q1	$70K	Sell	1,103 -300	-21%	-$18.9K	0.03%	176
2015 Q4	$97K	Hold	1,403	–	–	0.05%	141
2015 Q3	$83K	Buy	1,403 +405	+41%	+$25.7K	0.05%	140
2015 Q2	$66K	Hold	998	–	–	0.05%	121
2015 Q1	$64K	Buy	998 +218	+28%	+$13.6K	0.05%	123
2014 Q4	$46K	Hold	780	–	–	0.04%	139
2014 Q3	$40K	Hold	780	–	–	0.03%	146
2014 Q2	$38K	Buy	780 +700	+875%	+$34.5K	0.03%	151
2014 Q1	$4K	Buy	+80	New	+$4.26K	﹤0.01%	276

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Avior Wealth Management's BMY Position: Q2 2026 in Review

Avior Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 7.1% in Q2 2026, buying an estimated $23.5K and bringing the position to 6,183 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #605.

Avior Wealth Management first reported a position in BMY in Q1 2014 and has held it in 48 quarters since. The position peaked at $621K in Q1 2023. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Avior Wealth Management held 6,183 shares of Bristol-Myers Squibb worth $356K as of Q2 2026.
Avior Wealth Management bought 410 Bristol-Myers Squibb shares in Q2 2026, an estimated $23.5K.
Bristol-Myers Squibb made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #605 holding.
Avior Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 48 quarters since.
Avior Wealth Management's Bristol-Myers Squibb position peaked at $621K in Q1 2023.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.