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

Cyndeo 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 		$10.7M Buy
186,460
+10,803
+6% +$620K 0.51% 62
2026
Q1 		$10.7M Buy
175,657
+166,653
+1,851% +$9.72M 0.56% 53
2025
Q4 		$486K Buy
9,004
+787
+10% +$37.9K 0.03% 319
2025
Q3 		$371K Sell
8,217
-343
-4% -$16K 0.02% 355
2025
Q2 		$396K Sell
8,560
-969
-10% -$47.6K 0.02% 333
2025
Q1 		$581K Sell
9,529
-1
-0% -$58 0.04% 280
2024
Q4 		$539K Sell
9,530
-5
-0.1% -$279 0.04% 284
2024
Q3 		$493K Buy
9,535
+357
+4% +$16.7K 0.03% 298
2024
Q2 		$381K Sell
9,178
-1,024
-10% -$45.8K 0.03% 305
2024
Q1 		$553K Buy
10,202
+1,609
+19% +$82K 0.05% 253
2023
Q4 		$441K Buy
8,593
+161
+2% +$8.45K 0.04% 262
2023
Q3 		$489K Sell
8,432
-1,222
-13% -$74.9K 0.05% 227
2023
Q2 		$617K Sell
9,654
-30,329
-76% -$2.03M 0.06% 199
2023
Q1 		$2.77M Sell
39,983
-38,240
-49% -$2.7M 0.3% 102
2022
Q4 		$5.63M Buy
+78,223
New +$5.9M 0.66% 46

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

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

Cyndeo Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 6.2% in Q2 2026, buying an estimated $620K and bringing the position to 186,460 shares worth $10.7M. The position accounts for 0.51% of the portfolio, ranked #62.

Cyndeo Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. 814 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Cyndeo Wealth Partners held 186,460 shares of Bristol-Myers Squibb worth $10.7M as of Q2 2026.
  • Cyndeo Wealth Partners bought 10,803 Bristol-Myers Squibb shares in Q2 2026, an estimated $620K.
  • Bristol-Myers Squibb made up 0.51% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Cyndeo Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • 814 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.