FSM Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

FSM Wealth 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	$839K	Buy	14,570 +657	+5%	+$37.7K	0.09%	123
2026 Q1	$844K	Buy	13,913 +277	+2%	+$16.1K	0.11%	109
2025 Q4	$736K	Buy	13,636 +88	+0.6%	+$4.23K	0.1%	116
2025 Q3	$611K	Buy	13,548 +778	+6%	+$36.3K	0.09%	143
2025 Q2	$594K	Buy	12,770 +5,897	+86%	+$289K	0.1%	133
2025 Q1	$419K	Buy	6,873 +835	+14%	+$48.7K	0.09%	121
2024 Q4	$340K	Buy	+6,038	New	+$337K	0.08%	125
2024 Q2	–	Sell	-6,661	Closed	-$361K	–	159
2024 Q1	$361K	Buy	6,661 +1,050	+19%	+$53.5K	0.13%	109
2023 Q4	$288K	Buy	5,611 +157	+3%	+$8.24K	0.12%	119
2023 Q3	$317K	Sell	5,454 -1,138	-17%	-$69.7K	0.16%	104
2023 Q2	$414K	Buy	6,592 +1,195	+22%	+$80.1K	0.21%	96
2023 Q1	$374K	Buy	5,397 +1,165	+28%	+$82.2K	0.22%	97
2022 Q4	$305K	Sell	4,232 -1,144	-21%	-$86.3K	0.22%	107
2022 Q3	$382K	Buy	5,376 +1,706	+46%	+$124K	0.32%	80
2022 Q2	$271K	Buy	+3,670	New	+$280K	0.27%	90

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FSM Wealth Advisors's BMY Position: Q2 2026 in Review

FSM Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 4.7% in Q2 2026, buying an estimated $37.7K and bringing the position to 14,570 shares worth $839K. The position accounts for 0.09% of the portfolio, ranked #123.

FSM Wealth Advisors first reported a position in BMY in Q2 2022 and has held it in 15 quarters since. The position peaked at $844K in Q1 2026. 922 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

FSM Wealth Advisors held 14,570 shares of Bristol-Myers Squibb worth $839K as of Q2 2026.
FSM Wealth Advisors bought 657 Bristol-Myers Squibb shares in Q2 2026, an estimated $37.7K.
Bristol-Myers Squibb made up 0.09% of FSM Wealth Advisors's portfolio in Q2 2026, its #123 holding.
FSM Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 15 quarters since.
FSM Wealth Advisors's Bristol-Myers Squibb position peaked at $844K in Q1 2026.
922 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.