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

Everpar 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 		$511K Sell
8,874
-700
-7% -$40.2K 0.15% 145
2026
Q1 		$581K Buy
9,574
+374
+4% +$21.8K 0.2% 115
2025
Q4 		$496K Sell
9,200
-161
-2% -$7.75K 0.18% 124
2025
Q3 		$422K Sell
9,361
-1,743
-16% -$81.4K 0.17% 141
2025
Q2 		$514K Sell
11,104
-389
-3% -$19.1K 0.23% 114
2025
Q1 		$701K Sell
11,493
-652
-5% -$38K 0.37% 57
2024
Q4 		$687K Buy
12,145
+903
+8% +$50.5K 0.35% 62
2024
Q3 		$582K Buy
11,242
+446
+4% +$20.9K 0.3% 88
2024
Q2 		$448K Buy
10,796
+1,081
+11% +$48.4K 0.22% 137
2024
Q1 		$527K Sell
9,715
-2,281
-19% -$116K 0.32% 92
2023
Q4 		$616K Buy
+11,996
New +$630K 0.29% 125

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Everpar Advisors's BMY Position: Q2 2026 in Review

Everpar Advisors reduced its Bristol-Myers Squibb (BMY) stake by 7.3% in Q2 2026, selling an estimated $40.2K and leaving 8,874 shares worth $511K. The position accounts for 0.15% of the portfolio, ranked #145.

Everpar Advisors first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $701K in Q1 2025. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Everpar Advisors held 8,874 shares of Bristol-Myers Squibb worth $511K as of Q2 2026.
  • Everpar Advisors sold 700 Bristol-Myers Squibb shares in Q2 2026, an estimated $40.2K.
  • Bristol-Myers Squibb made up 0.15% of Everpar Advisors's portfolio in Q2 2026, its #145 holding.
  • Everpar Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Bristol-Myers Squibb position peaked at $701K in Q1 2025.
  • 440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.