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

Forza 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	$1.39M	Buy	24,137 +329	+1%	+$18.9K	0.43%	59
2026 Q1	$1.44M	Buy	23,808 +1,314	+6%	+$76.6K	0.5%	50
2025 Q4	$1.21M	Buy	22,494 +2,711	+14%	+$130K	0.44%	50
2025 Q3	$892K	Buy	19,783 +820	+4%	+$38.3K	0.34%	70
2025 Q2	$878K	Sell	18,963 -1,002	-5%	-$49.2K	0.36%	69
2025 Q1	$1.22M	Sell	19,965 -110	-0.5%	-$6.41K	0.55%	46
2024 Q4	$1.14M	Sell	20,075 -548	-3%	-$30.6K	0.52%	46
2024 Q3	$1.07M	Buy	20,623 +159	+0.8%	+$7.46K	0.49%	56
2024 Q2	$850K	Hold	20,464	–	–	0.44%	61
2024 Q1	$1.11M	Sell	20,464 -80	-0.4%	-$4.08K	0.58%	52
2023 Q4	$1.05M	Sell	20,544 -2,150	-9%	-$113K	0.58%	54
2023 Q3	$1.32M	Sell	22,694 -200	-0.9%	-$12.3K	0.68%	45
2023 Q2	$1.46M	Buy	22,894 +345	+2%	+$23.1K	0.74%	40
2023 Q1	$1.56M	Buy	22,549 +1,967	+10%	+$139K	0.8%	31
2022 Q4	$1.48M	Buy	+20,582	New	+$1.55M	0.98%	31

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

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

Forza Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1.4% in Q2 2026, buying an estimated $18.9K and bringing the position to 24,137 shares worth $1.39M. The position accounts for 0.43% of the portfolio, ranked #59.

Forza Wealth Management first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q1 2023. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Forza Wealth Management held 24,137 shares of Bristol-Myers Squibb worth $1.39M as of Q2 2026.
Forza Wealth Management bought 329 Bristol-Myers Squibb shares in Q2 2026, an estimated $18.9K.
Bristol-Myers Squibb made up 0.43% of Forza Wealth Management's portfolio in Q2 2026, its #59 holding.
Forza Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Bristol-Myers Squibb position peaked at $1.56M in Q1 2023.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.