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BXM Wealth’s Bristol-Myers Squibb BMY Stock Holding History

BXM 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 		$308K Buy
+5,350
New +$307K 0.17% 128
2025
Q4 		– Sell
-4,550
Closed -$205K – 139
2025
Q3 		$205K Buy
+4,550
New +$212K 0.19% 126

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

BXM Wealth's BMY Position: Q2 2026 in Review

BXM Wealth opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 5,350 shares worth $308K. The stake represents 0.17% of the portfolio and ranks #128 among its holdings. This is a return to the name: BXM Wealth previously reported a position in BMY as recently as Q3 2025.

BXM Wealth first reported a position in BMY in Q3 2025 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • BXM Wealth held 5,350 shares of Bristol-Myers Squibb worth $308K as of Q2 2026.
  • Bristol-Myers Squibb was a new BXM Wealth position in Q2 2026.
  • Bristol-Myers Squibb made up 0.17% of BXM Wealth's portfolio in Q2 2026, its #128 holding.
  • BXM Wealth first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.