Fortitude Family Office’s Bristol-Myers Squibb BMY Stock Holding History

Fortitude Family Office’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	$69.4K	Buy	1,205 +542	+82%	+$31.1K	0.01%	226
2026 Q1	$40.2K	Sell	663 -4,883	-88%	-$285K	0.01%	271
2025 Q4	$299K	Buy	5,546 +56	+1%	+$2.69K	0.07%	117
2025 Q3	$248K	Sell	5,490 -32	-0.6%	-$1.49K	0.07%	126
2025 Q2	$256K	Sell	5,522 -1,149	-17%	-$56.4K	0.08%	111
2025 Q1	$407K	Sell	6,671 -2,869	-30%	-$167K	0.14%	76
2024 Q4	$540K	Sell	9,540 -43	-0.4%	-$2.4K	0.19%	71
2024 Q3	$496K	Buy	9,583 +3,033	+46%	+$142K	0.2%	64
2024 Q2	$272K	Hold	6,550	–	–	0.15%	73
2024 Q1	$355K	Sell	6,550 -31	-0.5%	-$1.58K	0.24%	57
2023 Q4	$338K	Buy	+6,581	New	+$345K	0.25%	62

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

Fortitude Family Office's BMY Position: Q2 2026 in Review

Fortitude Family Office increased its Bristol-Myers Squibb (BMY) stake by 82% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,205 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #226.

Fortitude Family Office first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $540K in Q4 2024. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Fortitude Family Office held 1,205 shares of Bristol-Myers Squibb worth $69.4K as of Q2 2026.
Fortitude Family Office bought 542 Bristol-Myers Squibb shares in Q2 2026, an estimated $31.1K.
Bristol-Myers Squibb made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #226 holding.
Fortitude Family Office first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Bristol-Myers Squibb position peaked at $540K in Q4 2024.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.