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CLA (CliftonLarsonAllen) Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$1.76M Buy
30,546
+15,781
+107% +$906K 0.02% 161
2026
Q1 		$895K Buy
14,765
+1,349
+10% +$78.6K 0.01% 183
2025
Q4 		$724K Buy
13,416
+502
+4% +$24.1K 0.01% 175
2025
Q3 		$582K Buy
12,914
+640
+5% +$29.9K 0.01% 178
2025
Q2 		$568K Buy
+12,274
New +$603K 0.01% 179
2024
Q3 		– Sell
-10,122
Closed -$420K – 184
2024
Q2 		$420K Sell
10,122
-60
-0.6% -$2.69K 0.01% 168
2024
Q1 		$552K Sell
10,182
-850
-8% -$43.3K 0.01% 160
2023
Q4 		$566K Sell
11,032
-363
-3% -$19.1K 0.01% 164
2023
Q3 		$661K Buy
11,395
+91
+0.8% +$5.58K 0.02% 143
2023
Q2 		$723K Sell
11,304
-275
-2% -$18.4K 0.02% 143
2023
Q1 		$803K Sell
11,579
-605
-5% -$42.7K 0.02% 147
2022
Q4 		$877K Sell
12,184
-182
-1% -$13.7K 0.03% 140
2022
Q3 		$879K Buy
12,366
+261
+2% +$18.9K 0.11% 60
2022
Q2 		$932K Buy
12,105
+1
+0% +$76 0.04% 135
2022
Q1 		$884K Buy
12,104
+641
+6% +$43K 0.03% 149
2021
Q4 		$715K Sell
11,463
-161
-1% -$9.44K 0.03% 144
2021
Q3 		$688K Sell
11,624
-331
-3% -$21.8K 0.03% 182
2021
Q2 		$799K Buy
11,955
+20
+0.2% +$1.3K 0.03% 170
2021
Q1 		$753K Sell
11,935
-1,480
-11% -$92.1K 0.04% 134
2020
Q4 		$832K Buy
13,415
+125
+0.9% +$7.69K 0.04% 126
2020
Q3 		$801K Sell
13,290
-289
-2% -$17.4K 0.05% 123
2020
Q2 		$798K Buy
+13,579
New +$812K 0.05% 118
2019
Q4 		$791K Buy
12,319
+761
+7% +$43.6K 0.06% 118
2019
Q3 		$586K Buy
+11,558
New +$543K 0.05% 120
2019
Q1 		– Sell
-27,634
Closed -$1.44M – 117
2018
Q4 		$1.44M Buy
27,634
+4,439
+19% +$239K 0.14% 84
2018
Q3 		$1.44M Sell
23,195
-391
-2% -$23.2K 0.13% 73
2018
Q2 		$1.3M Buy
23,586
+60
+0.3% +$3.24K 0.13% 75
2018
Q1 		$1.49M Hold
23,526
– – 0.15% 72
2017
Q4 		$1.44M Hold
23,526
– – 0.15% 65
2017
Q3 		$1.5M Buy
23,526
+750
+3% +$43.8K 0.16% 75
2017
Q2 		$1.27M Buy
22,776
+1,000
+5% +$54.4K 0.14% 85
2017
Q1 		$1.18M Sell
21,776
-774
-3% -$42.5K 0.13% 88
2016
Q4 		$1.32M Buy
22,550
+532
+2% +$29.1K 0.15% 78
2016
Q3 		$1.19M Buy
+22,018
New +$1.41M 0.14% 83
2015
Q4 		– Sell
-12,156
Closed -$720K – 114
2015
Q3 		$720K Buy
12,156
+4,700
+63% +$298K 0.14% 90
2015
Q2 		$496K Buy
+7,456
New +$491K 0.1% 110

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's BMY Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 107% in Q2 2026, buying an estimated $906K and bringing the position to 30,546 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #161.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BMY in Q2 2015 and has held it in 36 quarters since. 925 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 30,546 shares of Bristol-Myers Squibb worth $1.76M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 15,781 Bristol-Myers Squibb shares in Q2 2026, an estimated $906K.
  • Bristol-Myers Squibb made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2015 and has held it in 36 quarters since.
  • 925 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.