Brandywine Oak Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Brandywine Oak Private Wealth’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	$406K	Sell	7,050 -232	-3%	-$13.3K	0.03%	172
2026 Q1	$442K	Sell	7,282 -68	-0.9%	-$3.96K	0.04%	160
2025 Q4	$396K	Sell	7,350 -934	-11%	-$44.9K	0.03%	167
2025 Q3	$374K	Hold	8,284	–	–	0.03%	174
2025 Q2	$383K	Sell	8,284 -142	-2%	-$6.97K	0.04%	172
2025 Q1	$514K	Hold	8,426	–	–	0.05%	144
2024 Q4	$477K	Buy	8,426 +889	+12%	+$49.7K	0.05%	150
2024 Q3	$390K	Hold	7,537	–	–	0.04%	174
2024 Q2	$313K	Hold	7,537	–	–	0.03%	187
2024 Q1	$409K	Hold	7,537	–	–	0.04%	165
2023 Q4	$387K	Sell	7,537 -266	-3%	-$14K	0.04%	167
2023 Q3	$453K	Hold	7,803	–	–	0.05%	150
2023 Q2	$499K	Sell	7,803 -1	-0%	-$67	0.06%	155
2023 Q1	$541K	Hold	7,804	–	–	0.06%	152
2022 Q4	$561K	Sell	7,804 -68	-0.9%	-$5.13K	0.07%	144
2022 Q3	$559K	Buy	7,872 +1	+0%	+$73	0.08%	142
2022 Q2	$606K	Sell	7,871 -625	-7%	-$47.6K	0.08%	149
2022 Q1	$620K	Buy	8,496 +533	+7%	+$35.8K	0.07%	174
2021 Q4	$496K	Sell	7,963 -2,154	-21%	-$126K	0.05%	199
2021 Q3	$598K	Sell	10,117 -375	-4%	-$24.7K	0.07%	177
2021 Q2	$701K	Buy	10,492 +3,356	+47%	+$219K	0.08%	160
2021 Q1	$450K	Sell	7,136 -370	-5%	-$23K	0.07%	156
2020 Q4	$465K	Sell	7,506 -192	-2%	-$11.8K	0.07%	151
2020 Q3	$464K	Sell	7,698 -404	-5%	-$24.3K	0.08%	147
2020 Q2	$476K	Sell	8,102 -1,666	-17%	-$99.6K	0.08%	137
2020 Q1	$544K	Buy	9,768 +2,525	+35%	+$154K	0.11%	102
2019 Q4	$464K	Sell	7,243 -1,400	-16%	-$80.2K	0.08%	124
2019 Q3	$438K	Hold	8,643	–	–	0.08%	119
2019 Q2	$391K	Hold	8,643	–	–	0.08%	127
2019 Q1	$412K	Hold	8,643	–	–	0.09%	117
2018 Q4	$449K	Buy	+8,643	New	+$464K	0.1%	104

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Brandywine Oak Private Wealth's BMY Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Bristol-Myers Squibb (BMY) stake by 3.2% in Q2 2026, selling an estimated $13.3K and leaving 7,050 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #172.

Brandywine Oak Private Wealth first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $701K in Q2 2021. 889 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Brandywine Oak Private Wealth held 7,050 shares of Bristol-Myers Squibb worth $406K as of Q2 2026.
Brandywine Oak Private Wealth sold 232 Bristol-Myers Squibb shares in Q2 2026, an estimated $13.3K.
Bristol-Myers Squibb made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #172 holding.
Brandywine Oak Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Bristol-Myers Squibb position peaked at $701K in Q2 2021.
889 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.