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

BigSur 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	$876K	Hold	15,200	–	–	0.21%	105
2026 Q1	$922K	Sell	15,200 -1,000	-6%	-$58.3K	0.26%	92
2025 Q4	$874K	Hold	16,200	–	–	0.21%	93
2025 Q3	$731K	Sell	16,200 -6,700	-29%	-$313K	0.18%	99
2025 Q2	$1.06M	Sell	22,900 -1,000	-4%	-$49.1K	0.27%	80
2025 Q1	$1.46M	Hold	23,900	–	–	0.39%	67
2024 Q4	$1.35M	Sell	23,900 -29,730	-55%	-$1.66M	0.39%	67
2024 Q3	$2.77M	Buy	53,630 +700	+1%	+$32.8K	0.76%	38
2024 Q2	$2.2M	Buy	52,930 +30	+0.1%	+$1.34K	0.67%	42
2024 Q1	$2.87M	Buy	52,900 +34,000	+180%	+$1.73M	0.9%	30
2023 Q4	$970K	Buy	18,900 +700	+4%	+$36.7K	0.46%	58
2023 Q3	$1.06M	Sell	18,200 -800	-4%	-$49K	0.53%	52
2023 Q2	$1.22M	Sell	19,000 -2,300	-11%	-$154K	0.58%	51
2023 Q1	$1.48M	Hold	21,300	–	–	0.69%	43
2022 Q4	$1.53M	Hold	21,300	–	–	0.74%	38
2022 Q3	$1.51M	Sell	21,300 -600	-3%	-$43.5K	0.77%	40
2022 Q2	$1.7M	Sell	21,900 -600	-3%	-$45.7K	0.8%	38
2022 Q1	$1.66M	Hold	22,500	–	–	0.64%	45
2021 Q4	$1.4M	Buy	22,500 +13,100	+139%	+$768K	0.55%	52
2021 Q3	$561K	Hold	9,400	–	–	0.25%	82
2021 Q2	$628K	Sell	9,400 -1,650	-15%	-$108K	0.28%	76
2021 Q1	$703K	Buy	11,050 +2,500	+29%	+$156K	0.36%	64
2020 Q4	$535K	Hold	8,550	–	–	0.3%	69
2020 Q3	$515K	Buy	8,550 +3,000	+54%	+$181K	0.33%	65
2020 Q2	$326K	Sell	5,550 -3,000	-35%	-$179K	0.23%	74
2020 Q1	$477K	Hold	8,550	–	–	0.36%	57
2019 Q4	$549K	Hold	8,550	–	–	0.31%	66
2019 Q3	$434K	Hold	8,550	–	–	0.29%	70
2019 Q2	$395K	Hold	8,550	–	–	0.28%	72
2019 Q1	$408K	Hold	8,550	–	–	0.27%	68
2018 Q4	$444K	Hold	8,550	–	–	0.32%	61
2018 Q3	$531K	Buy	8,550 +200	+2%	+$11.9K	0.33%	57
2018 Q2	$462K	Sell	8,350 -200	-2%	-$10.8K	0.34%	57
2018 Q1	$541K	Buy	8,550 +3,000	+54%	+$193K	0.39%	52
2017 Q4	$340K	Sell	5,550 -500	-8%	-$31.3K	0.34%	65
2017 Q3	$386K	Sell	6,050 -4,500	-43%	-$263K	0.39%	61
2017 Q2	$594K	Hold	10,550	–	–	0.6%	42
2017 Q1	$584K	Hold	10,550	–	–	0.63%	38
2016 Q4	$617K	Buy	+10,550	New	+$577K	0.83%	30

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

BigSur Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 15,200 shares worth $876K. The position accounts for 0.21% of the portfolio, ranked #105.

BigSur Wealth Management first reported a position in BMY in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.87M in Q1 2024. 500 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

BigSur Wealth Management held 15,200 shares of Bristol-Myers Squibb worth $876K as of Q2 2026.
BigSur Wealth Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.21% of BigSur Wealth Management's portfolio in Q2 2026, its #105 holding.
BigSur Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 39 quarters since.
BigSur Wealth Management's Bristol-Myers Squibb position peaked at $2.87M in Q1 2024.
500 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.