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Bogart Wealth LLC’s Bristol-Myers Squibb BMY Stock Holding History

Bogart Wealth LLC’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
2025
Q1 		– Hold
0
– -$28.2K – 1430
2024
Q4 		– Hold
0
– – – 511

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 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
Handelsbanken Fonder
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

Bogart Wealth LLC's BMY Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, selling an estimated $2.3K and leaving 2,344 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Bogart Wealth LLC first reported a position in BMY in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.18M in Q1 2024. 834 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Bogart Wealth LLC held 2,344 shares of Bristol-Myers Squibb worth $135K as of Q2 2026.
  • Bogart Wealth LLC sold 40 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.3K.
  • Bristol-Myers Squibb made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #341 holding.
  • Bogart Wealth LLC first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 36 quarters since.
  • Bogart Wealth LLC's Bristol-Myers Squibb position peaked at $6.18M in Q1 2024.
  • 834 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.