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

Axxcess 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 		$3.7M Buy
+64,132
New +$3.68M 0.06% 283
2026
Q1 		– Sell
-79,944
Closed -$4.31M – 449
2025
Q4 		$4.31M Buy
79,944
+2,475
+3% +$119K 0.07% 236
2025
Q3 		$3.49M Buy
77,469
+11,703
+18% +$547K 0.07% 211
2025
Q2 		$3.04M Buy
65,766
+836
+1% +$41K 0.07% 217
2025
Q1 		$3.96M Sell
64,930
-3,600
-5% -$210K 0.11% 161
2024
Q4 		$3.88M Sell
68,530
-5,823
-8% -$325K 0.09% 162
2024
Q3 		$3.85M Sell
74,353
-2,605
-3% -$122K 0.09% 163
2024
Q2 		$3.2M Buy
76,958
+3,404
+5% +$152K 0.08% 185
2024
Q1 		$3.99M Buy
73,554
+13,414
+22% +$683K 0.11% 155
2023
Q4 		$3.09M Buy
60,140
+15,585
+35% +$818K 0.09% 180
2023
Q3 		$2.59M Buy
44,555
+25,403
+133% +$1.56M 0.09% 167
2023
Q2 		$1.22M Sell
19,152
-9,611
-33% -$644K 0.09% 195
2023
Q1 		$1.99M Sell
28,763
-307
-1% -$21.7K 0.15% 136
2022
Q4 		$2.09M Buy
29,070
+6,605
+29% +$498K 0.17% 119
2022
Q3 		$1.6M Sell
22,465
-274
-1% -$19.9K 0.15% 134
2022
Q2 		$1.75M Buy
22,739
+2,160
+10% +$165K 0.16% 127
2022
Q1 		$1.5M Buy
20,579
+79
+0.4% +$5.3K 0.12% 144
2021
Q4 		$1.28M Buy
+20,500
New +$1.2M 0.09% 173

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Axxcess Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 64,132 shares worth $3.7M. The stake represents 0.06% of the portfolio and ranks #283 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BMY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.31M in Q4 2025. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Axxcess Wealth Management held 64,132 shares of Bristol-Myers Squibb worth $3.7M as of Q2 2026.
  • Bristol-Myers Squibb was a new Axxcess Wealth Management position in Q2 2026.
  • Bristol-Myers Squibb made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Axxcess Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Bristol-Myers Squibb position peaked at $4.31M in Q4 2025.
  • 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.