B. Riley Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

B. Riley Wealth Advisors’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	$3.3M	Buy	56,350 +655	+1%	+$37.6K	0.18%	123
2026 Q1	$3.33M	Sell	55,695 -2,604	-4%	-$152K	0.21%	113
2025 Q4	$3.14M	Sell	58,299 -76,636	-57%	-$3.69M	0.15%	147
2025 Q3	$6.09M	Sell	134,935 -8,376	-6%	-$391K	0.28%	72
2025 Q2	$6.63M	Buy	+143,311	New	+$7.03M	0.31%	65
2024 Q4	$8.34M	Sell	147,366 -5,744	-4%	-$321K	0.27%	73
2024 Q3	$8.09M	Sell	153,110 -9,985	-6%	-$468K	0.23%	97
2024 Q2	$6.77M	Sell	163,095 -22,768	-12%	-$1.02M	0.17%	124
2024 Q1	$10.8M	Buy	185,863 +22,462	+14%	+$1.14M	0.29%	74
2023 Q4	$8.38M	Sell	163,401 -22,462	-12%	-$1.18M	0.23%	98
2023 Q3	$10.8M	Sell	185,863 -261,399	-58%	-$16M	0.29%	74
2023 Q2	$28.6M	Buy	447,262 +232,490	+108%	+$15.6M	0.64%	22
2023 Q1	$14.9M	Buy	214,772 +3,684	+2%	+$260K	0.4%	50
2022 Q4	$15.2M	Buy	211,088 +11,577	+6%	+$873K	0.43%	49
2022 Q3	$14.2M	Buy	199,511 +80,637	+68%	+$5.85M	0.43%	49
2022 Q2	$9.15M	Sell	118,874 -14,987	-11%	-$1.14M	0.39%	55
2022 Q1	$9.78M	Sell	133,861 -4,459	-3%	-$299K	0.32%	61
2021 Q4	$8.63M	Sell	138,320 -685	-0.5%	-$40.2K	0.25%	86
2021 Q3	$8.26M	Buy	139,005 +6,910	+5%	+$455K	0.26%	75
2021 Q2	$8.81M	Buy	132,095 +11,663	+10%	+$760K	0.29%	72
2021 Q1	$7.6M	Buy	120,432 +25,509	+27%	+$1.59M	0.27%	81
2020 Q4	$5.89M	Sell	94,923 -24,930	-21%	-$1.53M	0.32%	73
2020 Q3	$7.19M	Buy	119,853 +35,976	+43%	+$2.17M	0.38%	62
2020 Q2	$4.93M	Buy	83,877 +6,657	+9%	+$398K	0.33%	76
2020 Q1	$4.3M	Buy	77,220 +7,120	+10%	+$435K	0.37%	62
2019 Q4	$4.46M	Buy	70,100 +29,865	+74%	+$1.71M	0.38%	57
2019 Q3	$2.04M	Buy	40,235 +18	+0%	+$846	0.2%	111
2019 Q2	$1.83M	Buy	40,217 +3,545	+10%	+$165K	0.2%	100
2019 Q1	$1.76M	Buy	36,672 +2,030	+6%	+$101K	0.22%	99
2018 Q4	$1.8M	Sell	34,642 -3,897	-10%	-$209K	0.26%	86
2018 Q3	$2.4M	Buy	38,539 +463	+1%	+$27.5K	0.29%	74
2018 Q2	$2.11M	Sell	38,076 -5,668	-13%	-$306K	0.28%	84
2018 Q1	$2.77M	Sell	43,744 -22,183	-34%	-$1.43M	0.39%	60
2017 Q4	$4.04M	Buy	65,927 +1,105	+2%	+$69.1K	0.55%	37
2017 Q3	$4.13M	Sell	64,822 -1,000	-2%	-$58.4K	0.69%	32
2017 Q2	$3.67M	Sell	65,822 -4,943	-7%	-$269K	0.67%	27
2017 Q1	$3.85M	Buy	70,765 +2,922	+4%	+$160K	0.77%	27
2016 Q4	$3.97M	Sell	67,843 -4,194	-6%	-$229K	0.81%	23
2016 Q3	$2.58M	Buy	72,037 +6,957	+11%	+$447K	0.51%	38
2016 Q2	$3.05M	Buy	65,080 +2,141	+3%	+$151K	0.61%	32
2016 Q1	$2.51M	Buy	62,939 +3,960	+7%	+$250K	0.58%	37
2015 Q4	$4.06M	Buy	58,979 +22,735	+63%	+$1.5M	0.82%	18
2015 Q3	$2.15M	Buy	36,244 +2,362	+7%	+$150K	0.52%	36
2015 Q2	$2.26M	Sell	33,882 -2,834	-8%	-$187K	0.56%	33
2015 Q1	$2.37M	Sell	36,716 -405	-1%	-$25.4K	0.58%	28
2014 Q4	$22.5K	Buy	37,121 +6,572	+22%	+$371K	0.48%	25
2014 Q3	$1.56M	Sell	30,549 -35,043	-53%	-$1.75M	0.41%	48
2014 Q2	$1.63M	Buy	65,592 +29,570	+82%	+$1.46M	0.38%	44
2014 Q1	$1.87M	Buy	36,022 +775	+2%	+$41.2K	0.57%	31
2013 Q4	$1.87M	Sell	35,247 -2,839	-7%	-$145K	0.6%	27
2013 Q3	$1.76M	Buy	38,086 +3,417	+10%	+$150K	0.6%	27
2013 Q2	$1.55M	Buy	+34,669	New	+$1.51M	0.53%	32

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

B. Riley Wealth Advisors's BMY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.2% in Q2 2026, buying an estimated $37.6K and bringing the position to 56,350 shares worth $3.3M. The position accounts for 0.18% of the portfolio, ranked #123.

B. Riley Wealth Advisors first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.6M in Q2 2023. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

B. Riley Wealth Advisors held 56,350 shares of Bristol-Myers Squibb worth $3.3M as of Q2 2026.
B. Riley Wealth Advisors bought 655 Bristol-Myers Squibb shares in Q2 2026, an estimated $37.6K.
Bristol-Myers Squibb made up 0.18% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #123 holding.
B. Riley Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's Bristol-Myers Squibb position peaked at $28.6M in Q2 2023.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.