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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Bristol-Myers Squibb BMY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$709K Hold
12,304
– – 0.19% 81
2026
Q1 		$746K Hold
12,304
– – 0.22% 71
2025
Q4 		$664K Buy
12,304
+12,202
+11,963% +$587K 0.2% 78
2025
Q3 		$4.63K Sell
102
-99
-49% -$4.62K ﹤0.01% 442
2025
Q2 		$9.32K Sell
201
-54
-21% -$2.65K ﹤0.01% 367
2025
Q1 		$15.6K Buy
255
+100
+65% +$5.83K 0.01% 341
2024
Q4 		$8.77K Buy
155
+55
+55% +$3.07K ﹤0.01% 372
2024
Q3 		$5.17K Buy
+100
New +$4.69K ﹤0.01% 319
2024
Q2 		– Sell
-1,033
Closed -$56K – 365
2024
Q1 		$56K Buy
+1,033
New +$52.6K 0.04% 183

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BMY Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 12,304 shares worth $709K. The position accounts for 0.19% of the portfolio, ranked #81.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BMY in Q1 2024 and has held it in 9 quarters since. The position peaked at $746K in Q1 2026. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 12,304 shares of Bristol-Myers Squibb worth $709K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.19% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #81 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 9 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Bristol-Myers Squibb position peaked at $746K in Q1 2026.
  • 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.