Emerald Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Emerald Advisors’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	$1.23M	Sell	21,378 -3,017	-12%	-$173K	0.15%	48
2026 Q1	$1.48M	Buy	24,395 +895	+4%	+$52.2K	0.18%	38
2025 Q4	$1.27M	Buy	23,500 +3,233	+16%	+$156K	0.17%	43
2025 Q3	$914K	Buy	20,267 +974	+5%	+$45.5K	0.12%	52
2025 Q2	$893K	Buy	19,293 +2,995	+18%	+$147K	0.11%	48
2025 Q1	$994K	Buy	16,298 +476	+3%	+$27.7K	0.13%	38
2024 Q4	$895K	Buy	15,822 +761	+5%	+$42.5K	0.12%	37
2024 Q3	$802K	Buy	15,061 +3,822	+34%	+$179K	0.12%	45
2024 Q2	$467K	Buy	+11,239	New	+$503K	0.07%	61

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

Emerald Advisors's BMY Position: Q2 2026 in Review

Emerald Advisors reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, selling an estimated $173K and leaving 21,378 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #48.

Emerald Advisors first reported a position in BMY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q1 2026. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Emerald Advisors held 21,378 shares of Bristol-Myers Squibb worth $1.23M as of Q2 2026.
Emerald Advisors sold 3,017 Bristol-Myers Squibb shares in Q2 2026, an estimated $173K.
Bristol-Myers Squibb made up 0.15% of Emerald Advisors's portfolio in Q2 2026, its #48 holding.
Emerald Advisors first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 9 quarters since.
Emerald Advisors's Bristol-Myers Squibb position peaked at $1.48M in Q1 2026.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.