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

Concord 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	$1.21M	Buy	20,943 +56	+0.3%	+$3.22K	0.14%	118
2026 Q1	$1.27M	Sell	20,887 -372	-2%	-$21.7K	0.16%	114
2025 Q4	$1.15M	Sell	21,259 -1,254	-6%	-$60.3K	0.15%	121
2025 Q3	$1.02M	Sell	22,513 -578	-3%	-$27K	0.14%	131
2025 Q2	$1.07M	Buy	23,091 +5,182	+29%	+$254K	0.16%	127
2025 Q1	$1.09M	Buy	17,909 +846	+5%	+$49.3K	0.18%	111
2024 Q4	$965K	Buy	17,063 +11,880	+229%	+$664K	0.16%	105
2024 Q3	$268K	Sell	5,183 -315	-6%	-$14.8K	0.04%	181
2024 Q2	$228K	Sell	5,498 -1,301	-19%	-$58.2K	0.04%	185
2024 Q1	$369K	Sell	6,799 -23,840	-78%	-$1.21M	0.07%	163
2023 Q4	$1.57M	Buy	30,639 +9,020	+42%	+$473K	0.31%	69
2023 Q3	$1.25M	Buy	21,619 +1,330	+7%	+$81.5K	0.27%	68
2023 Q2	$1.3M	Buy	20,289 +7,197	+55%	+$483K	0.28%	60
2023 Q1	$907K	Buy	13,092 +3,910	+43%	+$276K	0.26%	51
2022 Q4	$661K	Sell	9,182 -3,835	-29%	-$289K	0.2%	71
2022 Q3	$925K	Sell	13,017 -335	-3%	-$24.3K	0.29%	50
2022 Q2	$1.03M	Buy	13,352 +1,194	+10%	+$90.9K	0.28%	48
2022 Q1	$888K	Buy	12,158 +634	+6%	+$42.6K	0.23%	58
2021 Q4	$718K	Buy	11,524 +7,103	+161%	+$417K	0.18%	72
2021 Q3	$262K	Sell	4,421 -4,670	-51%	-$308K	0.11%	70
2021 Q2	$607K	Buy	9,091 +391	+4%	+$25.5K	0.17%	54
2021 Q1	$549K	Buy	8,700 +4,402	+102%	+$274K	0.18%	51
2020 Q4	$267K	Buy	+4,298	New	+$264K	0.21%	56

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Concord Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 0.27% in Q2 2026, buying an estimated $3.22K and bringing the position to 20,943 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #118.

Concord Wealth Partners first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q4 2023. 888 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Concord Wealth Partners held 20,943 shares of Bristol-Myers Squibb worth $1.21M as of Q2 2026.
Concord Wealth Partners bought 56 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.22K.
Bristol-Myers Squibb made up 0.14% of Concord Wealth Partners's portfolio in Q2 2026, its #118 holding.
Concord Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
Concord Wealth Partners's Bristol-Myers Squibb position peaked at $1.57M in Q4 2023.
888 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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