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

Core 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	$243K	Sell	4,220 -2,219	-34%	-$127K	0.1%	157
2026 Q1	$391K	Buy	6,439 +14	+0.2%	+$816	0.18%	106
2025 Q4	$347K	Buy	6,425 +1,205	+23%	+$58K	0.16%	114
2025 Q3	$235K	Hold	5,220	–	–	0.11%	145
2025 Q2	$242K	Sell	5,220 -425	-8%	-$20.9K	0.12%	149
2025 Q1	$344K	Buy	5,645 +25	+0.4%	+$1.46K	0.2%	110
2024 Q4	$318K	Buy	5,620 +1,070	+24%	+$59.8K	0.18%	117
2024 Q3	$235K	Buy	+4,550	New	+$213K	0.14%	145
2023 Q1	–	Sell	-2,507	Closed	-$353K	–	114
2022 Q4	$353K	Buy	+2,507	New	+$189K	0.4%	63

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Core Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 34% in Q2 2026, selling an estimated $127K and leaving 4,220 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #157.

Core Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 9 quarters since. The position peaked at $391K in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Core Wealth Partners held 4,220 shares of Bristol-Myers Squibb worth $243K as of Q2 2026.
Core Wealth Partners sold 2,219 Bristol-Myers Squibb shares in Q2 2026, an estimated $127K.
Bristol-Myers Squibb made up 0.1% of Core Wealth Partners's portfolio in Q2 2026, its #157 holding.
Core Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 9 quarters since.
Core Wealth Partners's Bristol-Myers Squibb position peaked at $391K in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.