Falcon Wealth Planning’s Bristol-Myers Squibb BMY Stock Holding History

Falcon Wealth Planning’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	$225K	Sell	3,907 -659	-14%	-$37.8K	0.01%	232
2026 Q1	$277K	Sell	4,566 -2,882	-39%	-$168K	0.02%	189
2025 Q4	$402K	Buy	7,448 +1,632	+28%	+$78.5K	0.03%	138
2025 Q3	$262K	Buy	+5,816	New	+$272K	0.02%	161

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

Falcon Wealth Planning's BMY Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, selling an estimated $37.8K and leaving 3,907 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #232.

Falcon Wealth Planning first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q4 2025. 857 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Falcon Wealth Planning held 3,907 shares of Bristol-Myers Squibb worth $225K as of Q2 2026.
Falcon Wealth Planning sold 659 Bristol-Myers Squibb shares in Q2 2026, an estimated $37.8K.
Bristol-Myers Squibb made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #232 holding.
Falcon Wealth Planning first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
Falcon Wealth Planning's Bristol-Myers Squibb position peaked at $402K in Q4 2025.
857 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.