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BSW Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

BSW Wealth Partners’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 		$843K Buy
14,637
+1,246
+9% +$71.5K 0.09% 121
2026
Q1 		$812K Buy
13,391
+2,453
+22% +$143K 0.1% 121
2025
Q4 		$590K Sell
10,938
-349
-3% -$16.8K 0.07% 158
2025
Q3 		$509K Buy
11,287
+4,077
+57% +$190K 0.06% 172
2025
Q2 		$334K Sell
7,210
-1,130
-14% -$55.5K 0.05% 225
2025
Q1 		$509K Sell
8,340
-1,200
-13% -$69.9K 0.08% 151
2024
Q4 		$540K Buy
9,540
+1,361
+17% +$76K 0.08% 146
2024
Q3 		$423K Sell
8,179
-713
-8% -$33.4K 0.06% 182
2024
Q2 		$369K Buy
8,892
+641
+8% +$28.7K 0.06% 174
2024
Q1 		$447K Sell
8,251
-648
-7% -$33K 0.08% 150
2023
Q4 		$457K Buy
8,899
+1,398
+19% +$73.4K 0.09% 132
2023
Q3 		$435K Sell
7,501
-1,141
-13% -$69.9K 0.1% 126
2023
Q2 		$553K Sell
8,642
-209
-2% -$14K 0.12% 102
2023
Q1 		$613K Buy
8,851
+334
+4% +$23.6K 0.13% 113
2022
Q4 		$613K Buy
8,517
+887
+12% +$66.9K 0.13% 116
2022
Q3 		$542K Buy
7,630
+4
+0.1% +$290 0.13% 107
2022
Q2 		$587K Buy
7,626
+129
+2% +$9.82K 0.14% 108
2022
Q1 		$548K Buy
7,497
+398
+6% +$26.7K 0.14% 113
2021
Q4 		$443K Buy
7,099
+1,351
+24% +$79.3K 0.11% 136
2021
Q3 		$340K Sell
5,748
-3,574
-38% -$235K 0.1% 156
2021
Q2 		$623K Sell
9,322
-236
-2% -$15.4K 0.17% 80
2021
Q1 		$603K Sell
9,558
-1,323
-12% -$82.3K 0.17% 74
2020
Q4 		$675K Buy
10,881
+4,678
+75% +$288K 0.21% 60
2020
Q3 		$374K Sell
6,203
-2,165
-26% -$130K 0.14% 87
2020
Q2 		$492K Buy
8,368
+434
+5% +$26K 0.16% 65
2020
Q1 		$442K Sell
7,934
-44
-0.6% -$2.69K 0.18% 57
2019
Q4 		$512K Buy
7,978
+2,035
+34% +$117K 0.17% 57
2019
Q3 		$301K Buy
5,943
+431
+8% +$20.3K 0.12% 75
2019
Q2 		$250K Buy
5,512
+1,242
+29% +$57.9K 0.09% 86
2019
Q1 		$204K Buy
4,270
+28
+0.7% +$1.4K 0.08% 88
2018
Q4 		$221K Buy
4,242
+242
+6% +$13K 0.08% 78
2018
Q3 		$248K Sell
4,000
-1,331
-25% -$79K 0.09% 106
2018
Q2 		$295K Buy
5,331
+322
+6% +$17.4K 0.13% 65
2018
Q1 		$317K Sell
5,009
-183
-4% -$11.8K 0.14% 60
2017
Q4 		$318K Sell
5,192
-190
-4% -$11.9K 0.13% 63
2017
Q3 		$343K Buy
5,382
+274
+5% +$16K 0.15% 54
2017
Q2 		$285K Buy
+5,108
New +$278K 0.13% 60
2015
Q4 		– Sell
-4,062
Closed -$240K – 65
2015
Q3 		$240K Buy
4,062
+3
+0.1% +$190 0.14% 53
2015
Q2 		$270K Buy
+4,059
New +$267K 0.17% 49

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BSW Wealth Partners's BMY Position: Q2 2026 in Review

BSW Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 9.3% in Q2 2026, buying an estimated $71.5K and bringing the position to 14,637 shares worth $843K. The position accounts for 0.09% of the portfolio, ranked #121.

BSW Wealth Partners first reported a position in BMY in Q2 2015 and has held it in 39 quarters since. 954 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • BSW Wealth Partners held 14,637 shares of Bristol-Myers Squibb worth $843K as of Q2 2026.
  • BSW Wealth Partners bought 1,246 Bristol-Myers Squibb shares in Q2 2026, an estimated $71.5K.
  • Bristol-Myers Squibb made up 0.09% of BSW Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • BSW Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2015 and has held it in 39 quarters since.
  • 954 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.