FLC Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

FLC Capital 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	$250K	Sell	4,341 -385	-8%	-$22.1K	0.04%	207
2026 Q1	$287K	Sell	4,726 -4	-0.1%	-$233	0.05%	179
2025 Q4	$255K	Buy	+4,730	New	+$228K	0.05%	177
2024 Q3	–	Sell	-5,695	Closed	-$237K	–	174
2024 Q2	$237K	Hold	5,695	–	–	0.06%	151
2024 Q1	$309K	Sell	5,695 -273	-5%	-$13.9K	0.08%	122
2023 Q4	$306K	Sell	5,968 -277	-4%	-$14.5K	0.08%	121
2023 Q3	$362K	Sell	6,245 -85	-1%	-$5.21K	0.11%	110
2023 Q2	$405K	Hold	6,330	–	–	0.12%	103
2023 Q1	$439K	Hold	6,330	–	–	0.13%	101
2022 Q4	$455K	Sell	6,330 -18	-0.3%	-$1.36K	0.14%	101
2022 Q3	$451K	Buy	6,348 +18	+0.3%	+$1.31K	0.16%	100
2022 Q2	$487K	Hold	6,330	–	–	0.16%	104
2022 Q1	$462K	Hold	6,330	–	–	0.13%	111
2021 Q4	$395K	Hold	6,330	–	–	0.11%	123
2021 Q3	$375K	Sell	6,330 -141	-2%	-$9.29K	0.11%	130
2021 Q2	$432K	Buy	6,471 +141	+2%	+$9.19K	0.13%	118
2021 Q1	$400K	Hold	6,330	–	–	0.13%	117
2020 Q4	$393K	Hold	6,330	–	–	0.13%	106
2020 Q3	$384K	Hold	6,330	–	–	0.14%	103
2020 Q2	$381K	Hold	6,330	–	–	0.15%	91
2020 Q1	$349K	Hold	6,330	–	–	0.16%	77
2019 Q4	$406K	Hold	6,330	–	–	0.16%	70
2019 Q3	$321K	Sell	6,330 -2,285	-27%	-$107K	0.14%	79
2019 Q2	$394K	Buy	+8,615	New	+$401K	0.16%	77
2019 Q1	–	Sell	-4,015	Closed	-$209K	–	117
2018 Q4	$209K	Buy	+4,015	New	+$216K	0.14%	83

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

FLC Capital Advisors's BMY Position: Q2 2026 in Review

FLC Capital Advisors reduced its Bristol-Myers Squibb (BMY) stake by 8.1% in Q2 2026, selling an estimated $22.1K and leaving 4,341 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #207.

FLC Capital Advisors first reported a position in BMY in Q4 2018 and has held it in 25 quarters since. The position peaked at $487K in Q2 2022. 874 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

FLC Capital Advisors held 4,341 shares of Bristol-Myers Squibb worth $250K as of Q2 2026.
FLC Capital Advisors sold 385 Bristol-Myers Squibb shares in Q2 2026, an estimated $22.1K.
Bristol-Myers Squibb made up 0.04% of FLC Capital Advisors's portfolio in Q2 2026, its #207 holding.
FLC Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 25 quarters since.
FLC Capital Advisors's Bristol-Myers Squibb position peaked at $487K in Q2 2022.
874 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.