Eagle Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Eagle Wealth Strategies’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	$228K	Hold	3,953	–	–	0.09%	104
2026 Q1	$240K	Sell	3,953 -88	-2%	-$5.13K	0.11%	92
2025 Q4	$218K	Buy	+4,041	New	+$194K	0.1%	100
2025 Q2	–	Sell	-3,912	Closed	-$239K	–	106
2025 Q1	$239K	Hold	3,912	–	–	0.15%	80
2024 Q4	$221K	Hold	3,912	–	–	0.16%	93
2024 Q3	$202K	Buy	+3,912	New	+$184K	0.15%	101
2024 Q2	–	Sell	-3,912	Closed	-$207K	–	91
2024 Q1	$207K	Hold	3,912	–	–	0.17%	87
2023 Q4	$201K	Buy	+3,912	New	+$205K	0.12%	93

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

Eagle Wealth Strategies's BMY Position: Q2 2026 in Review

Eagle Wealth Strategies held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,953 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #104.

Eagle Wealth Strategies first reported a position in BMY in Q4 2023 and has held it in 8 quarters since. The position peaked at $240K in Q1 2026. 831 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Eagle Wealth Strategies held 3,953 shares of Bristol-Myers Squibb worth $228K as of Q2 2026.
Eagle Wealth Strategies left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.09% of Eagle Wealth Strategies's portfolio in Q2 2026, its #104 holding.
Eagle Wealth Strategies first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 8 quarters since.
Eagle Wealth Strategies's Bristol-Myers Squibb position peaked at $240K in Q1 2026.
831 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.