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

Elmwood 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	$275K	Buy	4,781 +5	+0.1%	+$287	0.07%	170
2026 Q1	$290K	Hold	4,776	–	–	0.08%	157
2025 Q4	$258K	Buy	+4,776	New	+$230K	0.08%	155
2024 Q3	–	Sell	-12,225	Closed	-$508K	–	128
2024 Q2	$508K	Sell	12,225 -325	-3%	-$14.5K	0.23%	92
2024 Q1	$681K	Buy	12,550 +5,963	+91%	+$304K	0.29%	89
2023 Q4	$338K	Sell	6,587 -6,258	-49%	-$328K	0.24%	88
2023 Q3	$746K	Sell	12,845 -162	-1%	-$9.93K	0.36%	84
2023 Q2	$832K	Sell	13,007 -347	-3%	-$23.3K	0.39%	78
2023 Q1	$926K	Buy	13,354 +18	+0.1%	+$1.27K	0.44%	75
2022 Q4	$960K	Sell	13,336 -350	-3%	-$26.4K	0.48%	74
2022 Q3	$973K	Buy	13,686 +140	+1%	+$10.2K	0.49%	64
2022 Q2	$1.04M	Sell	13,546 -575	-4%	-$43.8K	0.59%	62
2022 Q1	$1.03M	Sell	14,121 -567	-4%	-$38.1K	0.53%	66
2021 Q4	$916K	Buy	+14,688	New	+$862K	0.44%	73
2021 Q2	$955K	Buy	14,288 +284	+2%	+$18.5K	0.5%	67
2021 Q1	$884K	Buy	+14,004	New	+$871K	0.54%	65
2020 Q3	$655K	Hold	11,147	–	–	0.53%	62
2020 Q2	$655K	Sell	11,147 -2,756	-20%	-$165K	0.53%	62
2020 Q1	$879K	Buy	13,903 +2,674	+24%	+$163K	0.84%	43
2019 Q4	$721K	Buy	11,229 +180	+2%	+$10.3K	0.63%	65
2019 Q3	$560K	Buy	11,049 +651	+6%	+$30.6K	0.57%	60
2019 Q2	$472K	Buy	10,398 +351	+3%	+$16.3K	0.42%	71
2019 Q1	$479K	Sell	10,047 -1,820	-15%	-$90.7K	0.44%	68
2018 Q4	$617K	Sell	11,867 -1,516	-11%	-$81.5K	0.6%	58
2018 Q3	$831K	Buy	13,383 +280	+2%	+$16.6K	0.69%	56
2018 Q2	$725K	Sell	13,103 -800	-6%	-$43.2K	0.66%	56
2018 Q1	$879K	Buy	+13,903	New	+$894K	0.84%	43

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Elmwood Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.1% in Q2 2026, buying an estimated $287 and bringing the position to 4,781 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #170.

Elmwood Wealth Management first reported a position in BMY in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.04M in Q2 2022. 1,086 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Elmwood Wealth Management held 4,781 shares of Bristol-Myers Squibb worth $275K as of Q2 2026.
Elmwood Wealth Management bought 5 Bristol-Myers Squibb shares in Q2 2026, an estimated $287.
Bristol-Myers Squibb made up 0.07% of Elmwood Wealth Management's portfolio in Q2 2026, its #170 holding.
Elmwood Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 27 quarters since.
Elmwood Wealth Management's Bristol-Myers Squibb position peaked at $1.04M in Q2 2022.
1,086 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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