Cardinal Point Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Cardinal Point Capital Management’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	$623K	Buy	10,818 +55	+0.5%	+$3.16K	0.04%	164
2026 Q1	$653K	Sell	10,763 -3,000	-22%	-$175K	0.04%	153
2025 Q4	$742K	Sell	13,763 -2,650	-16%	-$127K	0.05%	128
2025 Q3	$740K	Sell	16,413 -200	-1%	-$9.34K	0.05%	129
2025 Q2	$769K	Sell	16,613 -50	-0.3%	-$2.45K	0.06%	115
2025 Q1	$1.02M	Buy	+16,663	New	+$971K	0.09%	84

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cardinal Point Capital Management's BMY Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Bristol-Myers Squibb (BMY) stake by 0.51% in Q2 2026, buying an estimated $3.16K and bringing the position to 10,818 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #164.

Cardinal Point Capital Management first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2025. 896 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Cardinal Point Capital Management held 10,818 shares of Bristol-Myers Squibb worth $623K as of Q2 2026.
Cardinal Point Capital Management bought 55 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.16K.
Bristol-Myers Squibb made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #164 holding.
Cardinal Point Capital Management first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's Bristol-Myers Squibb position peaked at $1.02M in Q1 2025.
896 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.