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

Curated 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 		$213K Buy
81,163
+75,631
+1,367% +$4.34M 0.03% 498
2026
Q1 		$336K Buy
+5,532
New +$322K 0.04% 143

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Curated Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 1,367% in Q2 2026, buying an estimated $4.34M and bringing the position to 81,163 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #498.

Curated Wealth Partners first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $336K in Q1 2026. 953 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Curated Wealth Partners held 81,163 shares of Bristol-Myers Squibb worth $213K as of Q2 2026.
  • Curated Wealth Partners bought 75,631 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.34M.
  • Bristol-Myers Squibb made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #498 holding.
  • Curated Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • Curated Wealth Partners's Bristol-Myers Squibb position peaked at $336K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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