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

Barnes Wealth Management Group’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	$227K	Sell	3,931 -34	-0.9%	-$1.95K	0.1%	179
2026 Q1	$240K	Sell	3,965 -80	-2%	-$4.66K	0.12%	164
2025 Q4	$218K	Buy	+4,045	New	+$195K	0.12%	169
2025 Q2	–	Sell	-4,823	Closed	-$294K	–	168
2025 Q1	$294K	Buy	4,823 +7	+0.1%	+$408	0.19%	109
2024 Q4	$272K	Buy	+4,816	New	+$269K	0.18%	110

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Barnes Wealth Management Group's BMY Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Bristol-Myers Squibb (BMY) stake by 0.86% in Q2 2026, selling an estimated $1.95K and leaving 3,931 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #179.

Barnes Wealth Management Group first reported a position in BMY in Q4 2024 and has held it in 5 quarters since. The position peaked at $294K in Q1 2025. 1,031 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Barnes Wealth Management Group held 3,931 shares of Bristol-Myers Squibb worth $227K as of Q2 2026.
Barnes Wealth Management Group sold 34 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.95K.
Bristol-Myers Squibb made up 0.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #179 holding.
Barnes Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 5 quarters since.
Barnes Wealth Management Group's Bristol-Myers Squibb position peaked at $294K in Q1 2025.
1,031 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.