DiNuzzo Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

DiNuzzo Private Wealth’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	$12.3K	Sell	214 -1	-0.5%	-$57	﹤0.01%	258
2026 Q1	$13K	Buy	215 +16	+8%	+$933	﹤0.01%	241
2025 Q4	$10.7K	Buy	199 +21	+12%	+$1.01K	﹤0.01%	262
2025 Q3	$8.4K	Sell	178 -6	-3%	-$280	﹤0.01%	288
2025 Q2	$8.52K	Sell	184 -18	-9%	-$884	﹤0.01%	288
2025 Q1	$12.3K	Buy	202 +14	+7%	+$816	﹤0.01%	222
2024 Q4	$10.6K	Sell	188 -6	-3%	-$335	﹤0.01%	235
2024 Q3	$10K	Buy	194 +5	+3%	+$235	﹤0.01%	252
2024 Q2	$7.85K	Buy	189 +21	+13%	+$940	﹤0.01%	220
2024 Q1	$9.11K	Hold	168	–	–	﹤0.01%	186
2023 Q4	$8.62K	Buy	+168	New	+$8.82K	﹤0.01%	186

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

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

DiNuzzo Private Wealth's BMY Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Bristol-Myers Squibb (BMY) stake by 0.47% in Q2 2026, selling an estimated $57 and leaving 214 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

DiNuzzo Private Wealth first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $13K in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

DiNuzzo Private Wealth held 214 shares of Bristol-Myers Squibb worth $12.3K as of Q2 2026.
DiNuzzo Private Wealth sold 1 Bristol-Myers Squibb share in Q2 2026, an estimated $57.
Bristol-Myers Squibb made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #258 holding.
DiNuzzo Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Bristol-Myers Squibb position peaked at $13K in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.