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

BankPlus 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	$418K	Buy	7,258 +225	+3%	+$12.9K	0.19%	80
2026 Q1	$427K	Sell	7,033 -3,118	-31%	-$182K	0.22%	76
2025 Q4	$548K	Sell	10,151 -328	-3%	-$15.8K	0.3%	64
2025 Q3	$473K	Buy	10,479 +555	+6%	+$25.9K	0.28%	70
2025 Q2	$459K	Buy	9,924 +466	+5%	+$22.9K	0.3%	66
2025 Q1	$577K	Buy	9,458 +247	+3%	+$14.4K	0.42%	46
2024 Q4	$521K	Buy	+9,211	New	+$515K	0.39%	48

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

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

BankPlus Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 3.2% in Q2 2026, buying an estimated $12.9K and bringing the position to 7,258 shares worth $418K. The position accounts for 0.19% of the portfolio, ranked #80.

BankPlus Wealth Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $577K in Q1 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

BankPlus Wealth Management held 7,258 shares of Bristol-Myers Squibb worth $418K as of Q2 2026.
BankPlus Wealth Management bought 225 Bristol-Myers Squibb shares in Q2 2026, an estimated $12.9K.
Bristol-Myers Squibb made up 0.19% of BankPlus Wealth Management's portfolio in Q2 2026, its #80 holding.
BankPlus Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Bristol-Myers Squibb position peaked at $577K in Q1 2025.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.