EverSource Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

EverSource Wealth 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	$1.65M	Sell	28,598 -7,572	-21%	-$435K	0.06%	249
2026 Q1	$2.19M	Buy	36,170 +7,313	+25%	+$426K	0.07%	209
2025 Q4	$1.56M	Buy	28,857 +19,794	+218%	+$952K	0.06%	239
2025 Q3	$409K	Buy	9,063 +1,632	+22%	+$76.2K	0.02%	581
2025 Q2	$344K	Buy	7,431 +292	+4%	+$14.3K	0.02%	602
2025 Q1	$435K	Sell	7,139 -465	-6%	-$27.1K	0.02%	416
2024 Q4	$430K	Buy	7,604 +1,015	+15%	+$56.7K	0.02%	405
2024 Q3	$341K	Buy	6,589 +894	+16%	+$41.9K	0.02%	414
2024 Q2	$271K	Buy	5,695 +703	+14%	+$31.5K	0.02%	469
2024 Q1	$219K	Buy	4,992 +2,431	+95%	+$124K	0.02%	459
2023 Q4	$131K	Sell	2,561 -2,054	-45%	-$108K	0.01%	550
2023 Q3	$268K	Buy	4,615 +881	+24%	+$54K	0.03%	338
2023 Q2	$239K	Sell	3,734 -940	-20%	-$63K	0.03%	363
2023 Q1	$324K	Sell	4,674 -1,081	-19%	-$76.2K	0.04%	285
2022 Q4	$414K	Buy	5,755 +1,622	+39%	+$122K	0.06%	226
2022 Q3	$295K	Sell	4,133 -634	-13%	-$46K	0.07%	242
2022 Q2	$367K	Buy	4,767 +3,834	+411%	+$292K	0.09%	188
2022 Q1	$68K	Buy	933 +210	+29%	+$14.1K	0.02%	413
2021 Q4	$45K	Buy	+723	New	+$42.4K	0.01%	446

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

EverSource Wealth Advisors's BMY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 21% in Q2 2026, selling an estimated $435K and leaving 28,598 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #249.

EverSource Wealth Advisors first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q1 2026. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

EverSource Wealth Advisors held 28,598 shares of Bristol-Myers Squibb worth $1.65M as of Q2 2026.
EverSource Wealth Advisors sold 7,572 Bristol-Myers Squibb shares in Q2 2026, an estimated $435K.
Bristol-Myers Squibb made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #249 holding.
EverSource Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Bristol-Myers Squibb position peaked at $2.19M in Q1 2026.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.