Frank Rimerman Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Frank Rimerman 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	$2.9M	Sell	50,290 -876	-2%	-$50.3K	0.16%	104
2026 Q1	$3.1M	Buy	51,166 +1,673	+3%	+$97.5K	0.2%	82
2025 Q4	$2.67M	Buy	49,493 +6,014	+14%	+$289K	0.17%	99
2025 Q3	$1.96M	Sell	43,479 -1,603	-4%	-$74.9K	0.13%	128
2025 Q2	$2.09M	Buy	45,082 +3,219	+8%	+$158K	0.14%	116
2025 Q1	$2.55M	Buy	41,863 +485	+1%	+$28.3K	0.2%	80
2024 Q4	$2.34M	Buy	41,378 +1,667	+4%	+$93.1K	0.17%	89
2024 Q3	$2.05M	Sell	39,711 -2,108	-5%	-$98.9K	0.15%	115
2024 Q2	$1.74M	Buy	41,819 +41,707	+37,238%	+$1.87M	0.12%	132
2024 Q1	$6.07K	Hold	112	–	–	﹤0.01%	198
2023 Q4	$5.75K	Buy	+112	New	+$5.88K	﹤0.01%	191

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

Frank Rimerman Advisors's BMY Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, selling an estimated $50.3K and leaving 50,290 shares worth $2.9M. The position accounts for 0.16% of the portfolio, ranked #104.

Frank Rimerman Advisors first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q1 2026. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Frank Rimerman Advisors held 50,290 shares of Bristol-Myers Squibb worth $2.9M as of Q2 2026.
Frank Rimerman Advisors sold 876 Bristol-Myers Squibb shares in Q2 2026, an estimated $50.3K.
Bristol-Myers Squibb made up 0.16% of Frank Rimerman Advisors's portfolio in Q2 2026, its #104 holding.
Frank Rimerman Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's Bristol-Myers Squibb position peaked at $3.1M in Q1 2026.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.