BW
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Bravera Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Bravera 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 		$105K Hold
1,825
– – 0.04% 142
2026
Q1 		$111K Hold
1,825
– – 0.05% 154
2025
Q4 		$98.4K Buy
+1,825
New +$87.8K 0.05% 143

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Bravera Wealth's BMY Position: Q2 2026 in Review

Bravera Wealth held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 1,825 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #142.

Bravera Wealth first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $111K in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Bravera Wealth held 1,825 shares of Bristol-Myers Squibb worth $105K as of Q2 2026.
  • Bravera Wealth left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.04% of Bravera Wealth's portfolio in Q2 2026, its #142 holding.
  • Bravera Wealth first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Bristol-Myers Squibb position peaked at $111K in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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