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

CWC 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	$290K	Sell	5,034 -15	-0.3%	-$861	0.13%	131
2026 Q1	$306K	Sell	5,049 -40	-0.8%	-$2.33K	0.15%	120
2025 Q4	$275K	Sell	5,089 -2	-0%	-$96	0.13%	132
2025 Q3	$230K	Sell	5,091 -15	-0.3%	-$701	0.11%	134
2025 Q2	$236K	Buy	5,106 +6	+0.1%	+$295	0.12%	132
2025 Q1	$311K	Buy	5,100 +11	+0.2%	+$641	0.18%	110
2024 Q4	$288K	Hold	5,089	–	–	0.29%	94
2024 Q3	$263K	Buy	+5,089	New	+$239K	0.26%	97

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

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

CWC Advisors's BMY Position: Q2 2026 in Review

CWC Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.3% in Q2 2026, selling an estimated $861 and leaving 5,034 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #131.

CWC Advisors first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $311K in Q1 2025. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

CWC Advisors held 5,034 shares of Bristol-Myers Squibb worth $290K as of Q2 2026.
CWC Advisors sold 15 Bristol-Myers Squibb shares in Q2 2026, an estimated $861.
Bristol-Myers Squibb made up 0.13% of CWC Advisors's portfolio in Q2 2026, its #131 holding.
CWC Advisors first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Bristol-Myers Squibb position peaked at $311K in Q1 2025.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.