Financial Life Planners’s Bristol-Myers Squibb BMY Stock Holding History

Financial Life Planners’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	$33	Hold	1	–	–	﹤0.01%	334
2026 Q1	$34	Buy	+1	New	+$58	﹤0.01%	362
2025 Q4	–	Sell	-1	Closed	-$25	–	96
2025 Q3	$25	Buy	+1	New	+$47	﹤0.01%	359
2025 Q1	–	Sell	-192	Closed	-$10.8K	–	125
2024 Q4	$10.8K	Buy	+192	New	+$10.7K	0.01%	253

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Life Planners's BMY Position: Q2 2026 in Review

Financial Life Planners held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 1 share worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Financial Life Planners first reported a position in BMY in Q4 2024 and has held it in 4 quarters since. The position peaked at $10.8K in Q4 2024. 954 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Financial Life Planners held 1 share of Bristol-Myers Squibb worth $33 as of Q2 2026.
Financial Life Planners left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #334 holding.
Financial Life Planners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Bristol-Myers Squibb position peaked at $10.8K in Q4 2024.
954 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.