Family Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Family Wealth 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	$368K	Sell	6,383 -1,340	-17%	-$76.9K	0.11%	71
2026 Q1	$468K	Buy	7,723 +2,203	+40%	+$128K	0.16%	60
2025 Q4	$298K	Buy	+5,520	New	+$266K	0.11%	68

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Family Wealth Partners's BMY Position: Q2 2026 in Review

Family Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 17% in Q2 2026, selling an estimated $76.9K and leaving 6,383 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #71.

Family Wealth Partners first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $468K in Q1 2026. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Family Wealth Partners held 6,383 shares of Bristol-Myers Squibb worth $368K as of Q2 2026.
Family Wealth Partners sold 1,340 Bristol-Myers Squibb shares in Q2 2026, an estimated $76.9K.
Bristol-Myers Squibb made up 0.11% of Family Wealth Partners's portfolio in Q2 2026, its #71 holding.
Family Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
Family Wealth Partners's Bristol-Myers Squibb position peaked at $468K in Q1 2026.
1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.