Decker Retirement Planning’s Bristol-Myers Squibb BMY Stock Holding History

Decker Retirement Planning’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	$34.6K	Buy	+600	New	+$34.5K	0.01%	135
2025 Q3	–	Sell	-60	Closed	-$2.78K	–	230
2025 Q2	$2.78K	Buy	+60	New	+$2.94K	﹤0.01%	253
2025 Q1	–	Sell	-8,382	Closed	-$474K	–	267
2024 Q4	$474K	Buy	+8,382	New	+$468K	0.28%	38

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Decker Retirement Planning's BMY Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 600 shares worth $34.6K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in BMY as recently as Q2 2025.

Decker Retirement Planning first reported a position in BMY in Q4 2024 and has held it in 3 quarters since. The position peaked at $474K in Q4 2024. 624 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Decker Retirement Planning held 600 shares of Bristol-Myers Squibb worth $34.6K as of Q2 2026.
Bristol-Myers Squibb was a new Decker Retirement Planning position in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #135 holding.
Decker Retirement Planning first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 3 quarters since.
Decker Retirement Planning's Bristol-Myers Squibb position peaked at $474K in Q4 2024.
624 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.