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

Empirical 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	$4.97M	Buy	86,208 +3,281	+4%	+$188K	0.07%	161
2026 Q1	$5.03M	Buy	82,927 +3,387	+4%	+$197K	0.09%	147
2025 Q4	$4.29M	Buy	79,540 +1,371	+2%	+$66K	0.08%	158
2025 Q3	$3.53M	Buy	78,169 +5,390	+7%	+$252K	0.07%	169
2025 Q2	$3.37M	Sell	72,779 -2,067	-3%	-$101K	0.08%	165
2025 Q1	$4.56M	Buy	74,846 +54,810	+274%	+$3.19M	0.12%	133
2024 Q4	$1.13M	Buy	20,036 +2,469	+14%	+$138K	0.03%	263
2024 Q3	$909K	Sell	17,567 -1,594	-8%	-$74.8K	0.03%	283
2024 Q2	$796K	Buy	19,161 +4,669	+32%	+$209K	0.02%	279
2024 Q1	$786K	Buy	14,492 +654	+5%	+$33.3K	0.02%	279
2023 Q4	$710K	Sell	13,838 -4,951	-26%	-$260K	0.02%	272
2023 Q3	$1.09M	Buy	18,789 +3,518	+23%	+$216K	0.04%	213
2023 Q2	$977K	Buy	15,271 +428	+3%	+$28.7K	0.04%	228
2023 Q1	$1.03M	Sell	14,843 -3,943	-21%	-$278K	0.04%	214
2022 Q4	$1.35M	Sell	18,786 -2,969	-14%	-$224K	0.06%	172
2022 Q3	$1.55M	Buy	21,755 +3,549	+19%	+$257K	0.08%	151
2022 Q2	$1.4M	Sell	18,206 -3,988	-18%	-$304K	0.07%	170
2022 Q1	$1.62M	Sell	22,194 -4,077	-16%	-$274K	0.08%	154
2021 Q4	$1.64M	Buy	26,271 +2,837	+12%	+$166K	0.08%	158
2021 Q3	$1.39M	Buy	23,434 +8,365	+56%	+$551K	0.08%	152
2021 Q2	$1.01M	Buy	15,069 +1,605	+12%	+$105K	0.06%	187
2021 Q1	$850K	Buy	13,464 +1,739	+15%	+$108K	0.07%	180
2020 Q4	$727K	Sell	11,725 -559	-5%	-$34.4K	0.06%	193
2020 Q3	$741K	Sell	12,284 -1,179	-9%	-$71K	0.06%	167
2020 Q2	$792K	Buy	13,463 +3,602	+37%	+$215K	0.07%	149
2020 Q1	$550K	Buy	9,861 +1,118	+13%	+$68.3K	0.06%	170
2019 Q4	$561K	Sell	8,743 -1,486	-15%	-$85.1K	0.06%	180
2019 Q3	$519K	Buy	10,229 +2,550	+33%	+$120K	0.06%	169
2019 Q2	$348K	Sell	7,679 -390	-5%	-$18.2K	0.05%	188
2019 Q1	$385K	Buy	8,069 +2,378	+42%	+$118K	0.06%	162
2018 Q4	$296K	Sell	5,691 -695	-11%	-$37.3K	0.05%	158
2018 Q3	$396K	Sell	6,386 -157	-2%	-$9.32K	0.07%	140
2018 Q2	$362K	Buy	6,543 +1,396	+27%	+$75.4K	0.07%	132
2018 Q1	$326K	Buy	5,147 +1,083	+27%	+$69.7K	0.06%	126
2017 Q4	$249K	Buy	4,064 +124	+3%	+$7.76K	0.05%	130
2017 Q3	$251K	Buy	+3,940	New	+$230K	0.06%	120
2015 Q4	–	Sell	-6,094	Closed	-$361K	–	106
2015 Q3	$361K	Buy	6,094 +175	+3%	+$11.1K	0.09%	84
2015 Q2	$394K	Buy	+5,919	New	+$390K	0.09%	86

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

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

Empirical Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 4% in Q2 2026, buying an estimated $188K and bringing the position to 86,208 shares worth $4.97M. The position accounts for 0.07% of the portfolio, ranked #161.

Empirical Wealth Management first reported a position in BMY in Q2 2015 and has held it in 38 quarters since. The position peaked at $5.03M in Q1 2026. 830 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Empirical Wealth Management held 86,208 shares of Bristol-Myers Squibb worth $4.97M as of Q2 2026.
Empirical Wealth Management bought 3,281 Bristol-Myers Squibb shares in Q2 2026, an estimated $188K.
Bristol-Myers Squibb made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #161 holding.
Empirical Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2015 and has held it in 38 quarters since.
Empirical Wealth Management's Bristol-Myers Squibb position peaked at $5.03M in Q1 2026.
830 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.