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

Golden State 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	$175K	Buy	3,040 +4	+0.1%	+$230	0.02%	439
2026 Q1	$184K	Buy	3,036 +9	+0.3%	+$525	0.02%	394
2025 Q4	$163K	Sell	3,027 -483	-14%	-$23.2K	0.02%	415
2025 Q3	$158K	Sell	3,510 -9	-0.3%	-$420	0.02%	421
2025 Q2	$163K	Hold	3,519	–	–	0.02%	394
2025 Q1	$215K	Hold	3,519	–	–	0.03%	327
2024 Q4	$199K	Buy	+3,519	New	+$197K	0.03%	323
2022 Q1	$215K	Sell	2,942 -1,034	-26%	-$69.4K	0.04%	285
2021 Q4	$248K	Buy	+3,976	New	+$233K	0.04%	321
2021 Q3	–	Sell	-3,181	Closed	-$213K	–	310
2021 Q2	$213K	Sell	3,181 -290	-8%	-$18.9K	0.05%	275
2021 Q1	$219K	Sell	3,471 -1,849	-35%	-$115K	0.07%	188
2020 Q4	$330K	Buy	5,320 +1,220	+30%	+$75K	0.1%	166
2020 Q3	$247K	Buy	+4,100	New	+$247K	0.08%	168
2020 Q2	–	Sell	-3,281	Closed	-$183K	–	277
2020 Q1	$183K	Buy	+3,281	New	+$201K	0.08%	167
2019 Q4	–	Sell	-2,598	Closed	-$132K	–	155
2019 Q3	$132K	Buy	2,598 +963	+59%	+$45.3K	0.04%	272
2019 Q2	$74K	Sell	1,635 -102	-6%	-$4.75K	0.02%	383
2019 Q1	$83K	Buy	+1,737	New	+$86.5K	0.03%	351

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

Golden State Wealth Management's BMY Position: Q2 2026 in Review

Golden State Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.13% in Q2 2026, buying an estimated $230 and bringing the position to 3,040 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #439.

Golden State Wealth Management first reported a position in BMY in Q1 2019 and has held it in 17 quarters since. The position peaked at $330K in Q4 2020. 831 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Golden State Wealth Management held 3,040 shares of Bristol-Myers Squibb worth $175K as of Q2 2026.
Golden State Wealth Management bought 4 Bristol-Myers Squibb shares in Q2 2026, an estimated $230.
Bristol-Myers Squibb made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #439 holding.
Golden State Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 17 quarters since.
Golden State Wealth Management's Bristol-Myers Squibb position peaked at $330K in Q4 2020.
831 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.