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

Darwin 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	$32.8K	Buy	569 +6	+1%	+$345	0.01%	278
2026 Q1	$34.1K	Buy	563 +6	+1%	+$350	0.01%	253
2025 Q4	$30.1K	Buy	557 +6	+1%	+$289	0.01%	262
2025 Q3	$24.9K	Buy	551 +7	+1%	+$327	0.01%	279
2025 Q2	$25.2K	Sell	544 -19	-3%	-$933	0.01%	255
2025 Q1	$31.8K	Hold	563	–	–	0.01%	260
2024 Q4	$31.8K	Buy	563 +5	+0.9%	+$279	0.01%	260
2024 Q3	$28.9K	Buy	+558	New	+$26.2K	0.01%	279
2020 Q3	–	Sell	-4,917	Closed	-$289K	–	155
2020 Q2	$289K	Sell	4,917 -51,459	-91%	-$3.08M	0.07%	127
2020 Q1	$3.14M	Buy	56,376 +436	+0.8%	+$26.6K	1%	30
2019 Q4	$3.59M	Buy	55,940 +50,202	+875%	+$2.88M	0.96%	31
2019 Q3	$291K	Sell	5,738 -240	-4%	-$11.3K	0.09%	124
2019 Q2	$271K	Buy	5,978 +130	+2%	+$6.05K	0.08%	130
2019 Q1	$279K	Sell	5,848 -94	-2%	-$4.68K	0.09%	128
2018 Q4	$309K	Sell	5,942 -765	-11%	-$41.1K	0.22%	73
2018 Q3	$419K	Sell	6,707 -239	-3%	-$14.2K	0.23%	73
2018 Q2	$386K	Buy	+6,946	New	+$375K	0.25%	76
2018 Q1	–	Sell	-7,784	Closed	-$501K	–	63
2017 Q4	$476K	Buy	7,784 +799	+11%	+$50K	0.2%	100
2017 Q3	$445K	Sell	6,985 -141	-2%	-$8.23K	0.43%	58
2017 Q2	$397K	Sell	7,126 -589	-8%	-$32.1K	0.22%	97
2017 Q1	$420K	Sell	7,715 -161	-2%	-$8.83K	0.24%	88
2016 Q4	$460K	Sell	7,876 -691	-8%	-$37.8K	0.31%	72
2016 Q3	$462K	Sell	8,567 -21,431	-71%	-$1.38M	0.36%	61
2016 Q2	$2.21M	Buy	+29,998	New	+$2.12M	1.88%	18

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

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

Darwin Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, buying an estimated $345 and bringing the position to 569 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #278.

Darwin Wealth Management first reported a position in BMY in Q2 2016 and has held it in 24 quarters since. The position peaked at $3.59M in Q4 2019. 799 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Darwin Wealth Management held 569 shares of Bristol-Myers Squibb worth $32.8K as of Q2 2026.
Darwin Wealth Management bought 6 Bristol-Myers Squibb shares in Q2 2026, an estimated $345.
Bristol-Myers Squibb made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #278 holding.
Darwin Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 24 quarters since.
Darwin Wealth Management's Bristol-Myers Squibb position peaked at $3.59M in Q4 2019.
799 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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