FWM
BMY icon

Forteris Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Forteris Wealth Management’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 		$309K Sell
5,360
-1,500
-22% -$86.1K 0.25% 61
2026
Q1 		$416K Sell
6,860
-4,840
-41% -$282K 0.4% 50
2025
Q4 		$631K Buy
+11,700
New +$563K 0.62% 39

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

Forteris Wealth Management's BMY Position: Q2 2026 in Review

Forteris Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 22% in Q2 2026, selling an estimated $86.1K and leaving 5,360 shares worth $309K. The position accounts for 0.25% of the portfolio, ranked #61.

Forteris Wealth Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $631K in Q4 2025. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Forteris Wealth Management held 5,360 shares of Bristol-Myers Squibb worth $309K as of Q2 2026.
  • Forteris Wealth Management sold 1,500 Bristol-Myers Squibb shares in Q2 2026, an estimated $86.1K.
  • Bristol-Myers Squibb made up 0.25% of Forteris Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Forteris Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Forteris Wealth Management's Bristol-Myers Squibb position peaked at $631K in Q4 2025.
  • 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.