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

Flagship 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	$422K	Buy	7,331 +723	+11%	+$41.5K	0.09%	109
2026 Q1	$306K	Sell	6,608 -626	-9%	-$36.5K	0.13%	82
2025 Q4	$390K	Sell	7,234 -87	-1%	-$4.18K	0.11%	89
2025 Q3	$330K	Buy	7,321 +114	+2%	+$5.32K	0.11%	93
2025 Q2	$334K	Buy	7,207 +11	+0.2%	+$540	0.13%	84
2025 Q1	$439K	Buy	7,196 +1,579	+28%	+$92K	0.18%	67
2024 Q4	$318K	Buy	+5,617	New	+$314K	0.19%	69

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

Flagship Wealth Advisors's BMY Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $41.5K and bringing the position to 7,331 shares worth $422K. The position accounts for 0.09% of the portfolio, ranked #109.

Flagship Wealth Advisors first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $439K in Q1 2025. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Flagship Wealth Advisors held 7,331 shares of Bristol-Myers Squibb worth $422K as of Q2 2026.
Flagship Wealth Advisors bought 723 Bristol-Myers Squibb shares in Q2 2026, an estimated $41.5K.
Bristol-Myers Squibb made up 0.09% of Flagship Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Flagship Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's Bristol-Myers Squibb position peaked at $439K in Q1 2025.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.