Global Wealth Strategies & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-925	Closed	-$56.1K	–	140
2026 Q1	$56.1K	Sell	925 -19	-2%	-$1.11K	0.01%	161
2025 Q4	$50.9K	Buy	944 +469	+99%	+$22.6K	0.01%	153
2025 Q3	$21.4K	Sell	475 -178	-27%	-$8.31K	0.01%	214
2025 Q2	$30.2K	Buy	653 +178	+37%	+$8.74K	0.01%	143
2025 Q1	$29K	Buy	475 +275	+138%	+$16K	0.01%	155
2024 Q4	$11.3K	Hold	200	–	–	﹤0.01%	216
2024 Q3	$10.3K	Hold	200	–	–	﹤0.01%	192
2024 Q2	$8.31K	Hold	200	–	–	﹤0.01%	187
2024 Q1	$10.8K	Hold	200	–	–	﹤0.01%	174
2023 Q4	$10.3K	Hold	200	–	–	﹤0.01%	165
2023 Q3	$11.6K	Hold	200	–	–	0.01%	149
2023 Q2	$12.8K	Hold	200	–	–	0.01%	147
2023 Q1	$13.9K	Hold	200	–	–	0.01%	135
2022 Q4	$14.4K	Buy	+200	New	+$15.1K	0.01%	126

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Global Wealth Strategies & Associates's BMY Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 925 shares — an estimated $56.1K sold.

Global Wealth Strategies & Associates first reported a position in BMY in Q4 2022 and held it in 14 quarters. The position peaked at $56.1K in Q1 2026. 1,028 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 925 Bristol-Myers Squibb shares in Q2 2026, an estimated $56.1K.
Global Wealth Strategies & Associates first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Bristol-Myers Squibb position peaked at $56.1K in Q1 2026.
1,028 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.