Brady Martz Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Brady Martz Wealth Solutions’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	$206K	Buy	3,572 +10	+0.3%	+$574	0.03%	220
2026 Q1	$216K	Sell	3,562 -250	-7%	-$14.6K	0.04%	185
2025 Q4	$206K	Buy	+3,812	New	+$183K	0.04%	172
2025 Q2	–	Sell	-4,293	Closed	-$262K	–	147
2025 Q1	$262K	Buy	4,293 +2	+0%	+$117	0.06%	130
2024 Q4	$239K	Buy	+4,291	New	+$240K	0.06%	135

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

Brady Martz Wealth Solutions's BMY Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Bristol-Myers Squibb (BMY) stake by 0.28% in Q2 2026, buying an estimated $574 and bringing the position to 3,572 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #220.

Brady Martz Wealth Solutions first reported a position in BMY in Q4 2024 and has held it in 5 quarters since. The position peaked at $262K in Q1 2025. 803 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Brady Martz Wealth Solutions held 3,572 shares of Bristol-Myers Squibb worth $206K as of Q2 2026.
Brady Martz Wealth Solutions bought 10 Bristol-Myers Squibb shares in Q2 2026, an estimated $574.
Bristol-Myers Squibb made up 0.03% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #220 holding.
Brady Martz Wealth Solutions first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 5 quarters since.
Brady Martz Wealth Solutions's Bristol-Myers Squibb position peaked at $262K in Q1 2025.
803 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.