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

Fifth Third 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	$3.77M	Sell	65,413 -9,765	-13%	-$561K	0.11%	142
2026 Q1	$4.56M	Buy	75,178 +24,097	+47%	+$1.4M	0.15%	108
2025 Q4	$2.76M	Buy	51,081 +4,094	+9%	+$197K	0.1%	142
2025 Q3	$2.12M	Buy	46,987 +4,361	+10%	+$204K	0.08%	157
2025 Q2	$1.97M	Buy	42,626 +27,453	+181%	+$1.35M	0.08%	162
2025 Q1	$925K	Sell	15,173 -755	-5%	-$44K	0.05%	232
2024 Q4	$901K	Buy	15,928 +960	+6%	+$53.6K	0.05%	219
2024 Q3	$774K	Buy	14,968 +173	+1%	+$8.12K	0.05%	227
2024 Q2	$614K	Buy	14,795 +6,692	+83%	+$299K	0.05%	235
2024 Q1	$439K	Buy	8,103 +2,547	+46%	+$130K	0.07%	165
2023 Q4	$285K	Buy	5,556 +589	+12%	+$30.9K	0.09%	152
2023 Q3	$288K	Buy	4,967 +1,830	+58%	+$112K	0.12%	142
2023 Q2	$201K	Buy	+3,137	New	+$210K	0.13%	135

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

Fifth Third Wealth Advisors's BMY Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, selling an estimated $561K and leaving 65,413 shares worth $3.77M. The position accounts for 0.11% of the portfolio, ranked #142.

Fifth Third Wealth Advisors first reported a position in BMY in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.56M in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Fifth Third Wealth Advisors held 65,413 shares of Bristol-Myers Squibb worth $3.77M as of Q2 2026.
Fifth Third Wealth Advisors sold 9,765 Bristol-Myers Squibb shares in Q2 2026, an estimated $561K.
Bristol-Myers Squibb made up 0.11% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #142 holding.
Fifth Third Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 13 quarters since.
Fifth Third Wealth Advisors's Bristol-Myers Squibb position peaked at $4.56M in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.