Fairvoy Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Fairvoy Private Wealth’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	$291K	Buy	5,053 +61	+1%	+$3.5K	0.06%	174
2026 Q1	$303K	Sell	4,992 -297	-6%	-$17.3K	0.07%	165
2025 Q4	$285K	Sell	5,289 -1,910	-27%	-$91.9K	0.06%	156
2025 Q3	$325K	Sell	7,199 -418	-5%	-$19.5K	0.07%	152
2025 Q2	$353K	Sell	7,617 -18,895	-71%	-$928K	0.09%	138
2025 Q1	$1.62M	Buy	26,512 +4,587	+21%	+$267K	0.44%	58
2024 Q4	$1.24M	Buy	+21,925	New	+$1.23M	0.33%	66

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Fairvoy Private Wealth's BMY Position: Q2 2026 in Review

Fairvoy Private Wealth increased its Bristol-Myers Squibb (BMY) stake by 1.2% in Q2 2026, buying an estimated $3.5K and bringing the position to 5,053 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #174.

Fairvoy Private Wealth first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2025. 706 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Fairvoy Private Wealth held 5,053 shares of Bristol-Myers Squibb worth $291K as of Q2 2026.
Fairvoy Private Wealth bought 61 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.5K.
Bristol-Myers Squibb made up 0.06% of Fairvoy Private Wealth's portfolio in Q2 2026, its #174 holding.
Fairvoy Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Fairvoy Private Wealth's Bristol-Myers Squibb position peaked at $1.62M in Q1 2025.
706 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.