Fortis Group Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Fortis Group 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	$28.8K	Hold	500	–	–	﹤0.01%	323
2026 Q1	$30.3K	Hold	500	–	–	0.01%	324
2025 Q4	$27K	Hold	500	–	–	﹤0.01%	325
2025 Q3	$22.6K	Hold	500	–	–	﹤0.01%	287
2025 Q2	$23.1K	Hold	500	–	–	﹤0.01%	279
2025 Q1	$30.5K	Hold	500	–	–	0.01%	234
2024 Q4	$28.3K	Hold	500	–	–	0.01%	239
2024 Q3	$25.9K	Hold	500	–	–	﹤0.01%	231
2024 Q2	$20.8K	Hold	500	–	–	﹤0.01%	238
2024 Q1	$27.1K	Sell	500 -3,484	-87%	-$177K	0.01%	250
2023 Q4	$258K	Buy	3,984 +500	+14%	+$26.2K	0.06%	112
2023 Q3	$236K	Buy	+3,484	New	+$213K	0.07%	112
2020 Q3	$303K	Buy	+5,038	New	+$303K	0.06%	139

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Fortis Group Advisors's BMY Position: Q2 2026 in Review

Fortis Group Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 500 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Fortis Group Advisors first reported a position in BMY in Q3 2020 and has held it in 13 quarters since. The position peaked at $303K in Q3 2020. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Fortis Group Advisors held 500 shares of Bristol-Myers Squibb worth $28.8K as of Q2 2026.
Fortis Group Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #323 holding.
Fortis Group Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Bristol-Myers Squibb position peaked at $303K in Q3 2020.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.