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Crewe Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Crewe 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 		$458K Buy
7,950
+135
+2% +$7.75K 0.03% 153
2026
Q1 		$474K Buy
7,815
+58
+0.7% +$3.38K 0.04% 130
2025
Q4 		$418K Buy
7,757
+100
+1% +$4.81K 0.04% 143
2025
Q3 		$345K Buy
+7,657
New +$358K 0.03% 153
2024
Q3 		– Sell
-9,494
Closed -$394K – 751
2024
Q2 		$394K Buy
9,494
+533
+6% +$23.8K 0.04% 123
2024
Q1 		$486K Buy
+8,961
New +$456K 0.06% 102
2023
Q3 		– Sell
-9,661
Closed -$618K – 630
2023
Q2 		$618K Sell
9,661
-1,406
-13% -$94.3K 0.09% 71
2023
Q1 		$767K Sell
11,067
-309
-3% -$21.8K 0.11% 59
2022
Q4 		$819K Buy
11,376
+439
+4% +$33.1K 0.13% 57
2022
Q3 		$778K Buy
10,937
+161
+1% +$11.7K 0.14% 51
2022
Q2 		$830K Buy
10,776
+1,293
+14% +$98.5K 0.18% 39
2022
Q1 		$693K Buy
9,483
+6,133
+183% +$412K 0.14% 43
2021
Q4 		$209K Buy
3,350
+1,500
+81% +$88K 0.04% 84
2021
Q3 		$109K Hold
1,850
– – 0.03% 106
2021
Q2 		$124K Sell
1,850
-200
-10% -$13K 0.03% 103
2021
Q1 		$129K Hold
2,050
– – 0.03% 85
2020
Q4 		$127K Sell
2,050
-305
-13% -$18.8K 0.05% 82
2020
Q3 		$142K Buy
2,355
+189
+9% +$11.4K 0.07% 61
2020
Q2 		$127K Sell
2,166
-498
-19% -$29.8K 0.06% 65
2020
Q1 		$148K Hold
2,664
– – 0.09% 50
2019
Q4 		$171K Buy
2,664
+16
+0.6% +$916 0.07% 55
2019
Q3 		$134K Sell
2,648
-39
-1% -$1.83K 0.06% 69
2019
Q2 		$122K Hold
2,687
– – 0.04% 103
2019
Q1 		$128K Buy
2,687
+39
+1% +$1.94K 0.04% 75
2018
Q4 		$138K Hold
2,648
– – 0.04% 65
2018
Q3 		$164K Hold
2,648
– – 0.14% 62
2018
Q2 		$147K Hold
2,648
– – 0.14% 60
2018
Q1 		$167K Hold
2,648
– – 0.16% 57
2017
Q4 		$162K Buy
+2,648
New +$166K 0.16% 54

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
Handelsbanken Fonder
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

Crewe Advisors's BMY Position: Q2 2026 in Review

Crewe Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, buying an estimated $7.75K and bringing the position to 7,950 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #153.

Crewe Advisors first reported a position in BMY in Q4 2017 and has held it in 29 quarters since. The position peaked at $830K in Q2 2022. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Crewe Advisors held 7,950 shares of Bristol-Myers Squibb worth $458K as of Q2 2026.
  • Crewe Advisors bought 135 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.75K.
  • Bristol-Myers Squibb made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #153 holding.
  • Crewe Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 29 quarters since.
  • Crewe Advisors's Bristol-Myers Squibb position peaked at $830K in Q2 2022.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.