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Essential Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Essential Investment 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 		$241K Hold
4,175
– – 0.19% 92
2026
Q1 		$253K Hold
4,175
– – 0.23% 81
2025
Q4 		$225K Buy
+4,175
New +$201K 0.21% 79

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Essential Investment Partners's BMY Position: Q2 2026 in Review

Essential Investment Partners held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,175 shares worth $241K. The position accounts for 0.19% of the portfolio, ranked #92.

Essential Investment Partners first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 624 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Essential Investment Partners held 4,175 shares of Bristol-Myers Squibb worth $241K as of Q2 2026.
  • Essential Investment Partners left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.19% of Essential Investment Partners's portfolio in Q2 2026, its #92 holding.
  • Essential Investment Partners first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Bristol-Myers Squibb position peaked at $253K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.