BHWM
BMY icon

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

Beaird Harris 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 		$92.6K Buy
1,607
+4
+0.2% +$230 0.01% 215
2026
Q1 		$97.2K Sell
1,603
-146
-8% -$8.51K 0.01% 191
2025
Q4 		$94.3K Buy
1,749
+28
+2% +$1.35K 0.01% 198
2025
Q3 		$77.6K Sell
1,721
-75
-4% -$3.5K 0.01% 206
2025
Q2 		$83.1K Buy
1,796
+114
+7% +$5.6K 0.01% 201
2025
Q1 		$103K Buy
1,682
+27
+2% +$1.57K 0.01% 167
2024
Q4 		$93.6K Buy
1,655
+1,228
+288% +$68.6K 0.01% 178
2024
Q3 		$22.1K Sell
427
-593
-58% -$27.8K ﹤0.01% 285
2024
Q2 		$42.4K Buy
1,020
+5
+0.5% +$224 ﹤0.01% 235
2024
Q1 		$55.1K Buy
1,015
+4
+0.4% +$204 0.01% 197
2023
Q4 		$51.9K Buy
1,011
+3
+0.3% +$157 0.01% 183
2023
Q3 		$58.5K Buy
1,008
+3
+0.3% +$184 0.01% 164
2023
Q2 		$64.3K Buy
1,005
+3
+0.3% +$201 0.01% 157
2023
Q1 		$69.5K Sell
1,002
-121
-11% -$8.53K 0.01% 149
2022
Q4 		$80.8K Sell
1,123
-75
-6% -$5.66K 0.02% 152
2022
Q3 		$85K Buy
1,198
+599
+100% +$43.5K 0.02% 124
2022
Q2 		$46K Sell
599
-594
-50% -$45.2K 0.01% 139
2022
Q1 		$87K Buy
1,193
+2
+0.2% +$134 0.03% 147
2021
Q4 		$74K Buy
+1,191
New +$69.9K 0.03% 194

Other funds holding BMY

Robeco Institutional Asset Management
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
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
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Beaird Harris Wealth Management's BMY Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.25% in Q2 2026, buying an estimated $230 and bringing the position to 1,607 shares worth $92.6K. The position accounts for 0.01% of the portfolio, ranked #215.

Beaird Harris Wealth Management first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $103K in Q1 2025. 1,031 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Beaird Harris Wealth Management held 1,607 shares of Bristol-Myers Squibb worth $92.6K as of Q2 2026.
  • Beaird Harris Wealth Management bought 4 Bristol-Myers Squibb shares in Q2 2026, an estimated $230.
  • Bristol-Myers Squibb made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Beaird Harris Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Bristol-Myers Squibb position peaked at $103K in Q1 2025.
  • 1,031 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.