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

Elevation 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	$81.6K	Buy	1,417 +260	+22%	+$14.9K	0.02%	212
2026 Q1	$70.2K	Buy	1,157 +40	+4%	+$2.33K	0.03%	198
2025 Q4	$60.3K	Buy	1,117 +344	+45%	+$16.5K	0.02%	213
2025 Q3	$34.9K	Buy	773 +94	+14%	+$4.39K	0.01%	278
2025 Q2	$31.4K	Hold	679	–	–	0.01%	282
2025 Q1	$41.4K	Hold	679	–	–	0.02%	253
2024 Q4	$38.4K	Hold	679	–	–	0.02%	254
2024 Q3	$35.1K	Hold	679	–	–	0.02%	256
2024 Q2	$28.2K	Hold	679	–	–	0.01%	264
2024 Q1	$36.8K	Hold	679	–	–	0.02%	245
2023 Q4	$39.4K	Hold	679	–	–	0.02%	224
2023 Q3	$39.4K	Hold	679	–	–	0.03%	165
2023 Q2	$43.4K	Hold	679	–	–	0.04%	170
2023 Q1	$47.1K	Buy	+679	New	+$47.9K	0.04%	162

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

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

Elevation Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 22% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,417 shares worth $81.6K. The position accounts for 0.02% of the portfolio, ranked #212.

Elevation Wealth Partners first reported a position in BMY in Q1 2023 and has held it in 14 quarters since. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Elevation Wealth Partners held 1,417 shares of Bristol-Myers Squibb worth $81.6K as of Q2 2026.
Elevation Wealth Partners bought 260 Bristol-Myers Squibb shares in Q2 2026, an estimated $14.9K.
Bristol-Myers Squibb made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #212 holding.
Elevation Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 14 quarters since.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.