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	$17.6K	Sell	300 -29,700	-99%	-$1.71M	﹤0.01%	902
2026 Q1	$17.9K	Buy	30,000 +29,100	+3,233%	+$1.7M	﹤0.01%	867
2025 Q4	$48.5K	Sell	900 -89,100	-99%	-$4.29M	﹤0.01%	974
2025 Q3	$40.6K	Buy	90,000 +89,100	+9,900%	+$4.16M	﹤0.01%	1014
2025 Q2	$41.7K	Buy	+900	New	+$44.2K	﹤0.01%	996

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.