Certified Advisory Corp’s Bristol-Myers Squibb BMY Stock Holding History

Certified Advisory Corp’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	$270K	Buy	4,692 +8	+0.2%	+$459	0.02%	284
2026 Q1	$284K	Buy	4,684 +597	+15%	+$34.8K	0.03%	273
2025 Q4	$220K	Buy	+4,087	New	+$197K	0.02%	305
2025 Q2	–	Sell	-4,243	Closed	-$259K	–	304
2025 Q1	$259K	Buy	4,243 +297	+8%	+$17.3K	0.03%	255
2024 Q4	$223K	Sell	3,946 -13	-0.3%	-$726	0.02%	274
2024 Q3	$205K	Buy	+3,959	New	+$186K	0.02%	289
2023 Q4	–	Sell	-3,654	Closed	-$212K	–	270
2023 Q3	$212K	Sell	3,654 -32	-0.9%	-$1.96K	0.04%	223
2023 Q2	$236K	Buy	3,686 +58	+2%	+$3.89K	0.04%	209
2023 Q1	$251K	Buy	3,628 +802	+28%	+$56.6K	0.04%	213
2022 Q4	$203K	Sell	2,826 -412	-13%	-$31.1K	0.04%	224
2022 Q3	$231K	Buy	3,238 +419	+15%	+$30.4K	0.05%	196
2022 Q2	$217K	Buy	2,819 +40	+1%	+$3.05K	0.05%	192
2022 Q1	$203K	Buy	+2,779	New	+$187K	0.04%	208
2021 Q4	–	Sell	-37	Closed	-$2K	–	224
2021 Q3	$2K	Buy	+37	New	+$2.44K	﹤0.01%	223
2021 Q2	–	Sell	-2,503	Closed	-$158K	–	261
2021 Q1	$158K	Buy	+2,503	New	+$156K	0.04%	209
2020 Q2	$122K	Buy	2,079 +103	+5%	+$6.16K	0.04%	211
2020 Q1	$110K	Sell	1,976 -181	-8%	-$11.1K	0.04%	202
2019 Q4	$138K	Buy	2,157 +204	+10%	+$11.7K	0.04%	209
2019 Q3	$99K	Buy	1,953 +207	+12%	+$9.73K	0.03%	238
2019 Q2	$79K	Buy	1,746 +404	+30%	+$18.8K	0.03%	255
2019 Q1	$64K	Buy	1,342 +4	+0.3%	+$199	0.03%	266
2018 Q4	$69K	Sell	1,338 -161	-11%	-$8.65K	0.04%	237
2018 Q3	$93K	Buy	1,499 +5	+0.3%	+$297	0.04%	211
2018 Q2	$82K	Buy	1,494 +4	+0.3%	+$216	0.05%	216
2018 Q1	$93K	Buy	1,490 +568	+62%	+$36.5K	0.06%	199
2017 Q4	$56K	Buy	+922	New	+$57.7K	0.04%	218

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

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

Certified Advisory Corp's BMY Position: Q2 2026 in Review

Certified Advisory Corp increased its Bristol-Myers Squibb (BMY) stake by 0.17% in Q2 2026, buying an estimated $459 and bringing the position to 4,692 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #284.

Certified Advisory Corp first reported a position in BMY in Q4 2017 and has held it in 26 quarters since. The position peaked at $284K in Q1 2026. 857 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Certified Advisory Corp held 4,692 shares of Bristol-Myers Squibb worth $270K as of Q2 2026.
Certified Advisory Corp bought 8 Bristol-Myers Squibb shares in Q2 2026, an estimated $459.
Bristol-Myers Squibb made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #284 holding.
Certified Advisory Corp first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 26 quarters since.
Certified Advisory Corp's Bristol-Myers Squibb position peaked at $284K in Q1 2026.
857 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.