CWM
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Cornerstone Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Cornerstone Wealth 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 		$2M Buy
34,656
+437
+1% +$25.1K 0.09% 212
2026
Q1 		$2.08M Buy
34,219
+100
+0.3% +$5.83K 0.1% 186
2025
Q4 		$1.84M Buy
34,119
+1,889
+6% +$90.9K 0.1% 195
2025
Q3 		$1.45M Buy
32,230
+1,852
+6% +$86.5K 0.08% 211
2025
Q2 		$1.41M Buy
30,378
+4,494
+17% +$221K 0.09% 196
2025
Q1 		$1.58M Buy
25,884
+10
+0% +$583 0.11% 169
2024
Q4 		$1.46M Buy
25,874
+4,496
+21% +$251K 0.1% 169
2024
Q3 		$1.11M Buy
21,378
+4,285
+25% +$201K 0.08% 202
2024
Q2 		$710K Buy
17,093
+1,701
+11% +$76.1K 0.05% 258
2024
Q1 		$835K Buy
15,392
+948
+7% +$48.3K 0.07% 233
2023
Q4 		$741K Sell
14,444
-1,285
-8% -$67.5K 0.06% 248
2023
Q3 		$913K Buy
15,729
+900
+6% +$55.1K 0.09% 196
2023
Q2 		$948K Sell
14,829
-772
-5% -$51.8K 0.08% 190
2023
Q1 		$1.08M Buy
+15,601
New +$1.1M 0.11% 168
2022
Q3 		$1.06M Sell
14,881
-70
-0.5% -$5.08K 0.12% 152
2022
Q2 		$1.15M Sell
14,951
-72
-0.5% -$5.48K 0.13% 143
2022
Q1 		$1.1M Sell
15,023
-793
-5% -$53.2K 0.11% 163
2021
Q4 		$983K Sell
15,816
-137
-0.9% -$8.04K 0.09% 184
2021
Q3 		$944K Buy
15,953
+98
+0.6% +$6.45K 0.1% 186
2021
Q2 		$1.06M Buy
15,855
+1,183
+8% +$77.1K 0.11% 180
2021
Q1 		$926K Sell
14,672
-1,633
-10% -$102K 0.11% 180
2020
Q4 		$1.01M Sell
16,305
-369
-2% -$22.7K 0.13% 155
2020
Q3 		$1M Buy
16,674
+2,415
+17% +$145K 0.15% 135
2020
Q2 		$838K Buy
14,259
+1,165
+9% +$69.7K 0.14% 155
2020
Q1 		$730K Buy
13,094
+753
+6% +$46K 0.14% 148
2019
Q4 		$792K Buy
12,341
+1,073
+10% +$61.5K 0.13% 154
2019
Q3 		$571K Buy
11,268
+686
+6% +$32.2K 0.1% 190
2019
Q2 		$478K Buy
10,582
+2,308
+28% +$108K 0.09% 213
2019
Q1 		$1.2M Sell
8,274
-17
-0.2% -$847 0.15% 164
2018
Q4 		$433K Sell
8,291
-454,324
-98% -$24.4M 0.09% 218
2018
Q3 		$7.21M Buy
462,615
+105,635
+30% +$6.27M 0.09% 218
2018
Q2 		$6.47M Buy
356,980
+350,320
+5,260% +$18.9M 0.07% 264
2018
Q1 		$412K Buy
6,660
+602
+10% +$38.7K 0.08% 254
2017
Q4 		$376K Sell
6,058
-1,153
-16% -$72.1K 0.07% 263
2017
Q3 		$462K Buy
7,211
+285
+4% +$16.6K 0.1% 214
2017
Q2 		$388K Buy
6,926
+1,488
+27% +$81K 0.09% 227
2017
Q1 		$290K Buy
5,438
+200
+4% +$11K 0.07% 256
2016
Q4 		$311K Buy
5,238
+383
+8% +$20.9K 0.1% 202
2016
Q3 		$268K Buy
+4,855
New +$312K 0.1% 213

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cornerstone Wealth Management's BMY Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1.3% in Q2 2026, buying an estimated $25.1K and bringing the position to 34,656 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #212.

Cornerstone Wealth Management first reported a position in BMY in Q3 2016 and has held it in 39 quarters since. The position peaked at $7.21M in Q3 2018. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Cornerstone Wealth Management held 34,656 shares of Bristol-Myers Squibb worth $2M as of Q2 2026.
  • Cornerstone Wealth Management bought 437 Bristol-Myers Squibb shares in Q2 2026, an estimated $25.1K.
  • Bristol-Myers Squibb made up 0.09% of Cornerstone Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Cornerstone Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Bristol-Myers Squibb position peaked at $7.21M in Q3 2018.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.