Graves Light Lenhart Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Graves Light Lenhart Wealth’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	$245K	Hold	4,255	–	–	0.02%	181
2026 Q1	$258K	Sell	4,255 -200	-4%	-$11.7K	0.03%	166
2025 Q4	$240K	Sell	4,455 -383	-8%	-$18.4K	0.03%	171
2025 Q3	$218K	Sell	4,838 -25	-0.5%	-$1.17K	0.02%	178
2025 Q2	$225K	Sell	4,863 -658	-12%	-$32.3K	0.03%	176
2025 Q1	$337K	Buy	5,521 +5	+0.1%	+$291	0.04%	132
2024 Q4	$312K	Sell	5,516 -200	-3%	-$11.2K	0.04%	144
2024 Q3	$296K	Sell	5,716 -1,163	-17%	-$54.6K	0.04%	148
2024 Q2	$284K	Sell	6,879 -231	-3%	-$10.3K	0.03%	152
2024 Q1	$386K	Sell	7,110 -185	-3%	-$9.42K	0.04%	122
2023 Q4	$374K	Sell	7,295 -411	-5%	-$21.6K	0.05%	127
2023 Q3	$437K	Sell	7,706 -22,261	-74%	-$1.36M	0.06%	110
2023 Q2	$1.92M	Buy	29,967 +350	+1%	+$23.5K	0.26%	68
2023 Q1	$2.05M	Sell	29,617 -320	-1%	-$22.6K	0.32%	59
2022 Q4	$2.15M	Hold	29,937	–	–	0.33%	62
2022 Q3	$2.13M	Hold	29,937	–	–	0.35%	60
2022 Q2	$2.31M	Sell	29,937 -2,073	-6%	-$158K	0.35%	60
2022 Q1	$2.34M	Sell	32,010 -46,164	-59%	-$3.1M	0.33%	60
2021 Q4	$4.87M	Sell	78,174 -32,477	-29%	-$1.91M	0.69%	40
2021 Q3	$6.55M	Buy	110,651 +474	+0.4%	+$31.2K	1.03%	27
2021 Q2	$7.36M	Buy	110,177 +46,617	+73%	+$3.04M	1.18%	25
2021 Q1	$4.01M	Buy	63,560 +9,472	+18%	+$589K	0.69%	41
2020 Q4	$3.35M	Buy	54,088 +626	+1%	+$38.5K	0.63%	43
2020 Q3	$3.22M	Buy	53,462 +997	+2%	+$60K	0.71%	40
2020 Q2	$3.08M	Buy	52,465 +3,539	+7%	+$212K	0.72%	41
2020 Q1	$2.73M	Buy	48,926 +1,594	+3%	+$97.4K	0.74%	40
2019 Q4	$3.04M	Buy	47,332 +708	+2%	+$40.5K	0.64%	47
2019 Q3	$2.67M	Buy	46,624 +8,253	+22%	+$388K	0.59%	47
2019 Q2	$1.74M	Buy	38,371 +32,211	+523%	+$1.5M	0.42%	57
2019 Q1	$294K	Sell	6,160 -2,088	-25%	-$104K	0.07%	112
2018 Q4	$429K	Buy	+8,248	New	+$443K	0.13%	92

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

Graves Light Lenhart Wealth's BMY Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,255 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #181.

Graves Light Lenhart Wealth first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.36M in Q2 2021. 832 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Graves Light Lenhart Wealth held 4,255 shares of Bristol-Myers Squibb worth $245K as of Q2 2026.
Graves Light Lenhart Wealth left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #181 holding.
Graves Light Lenhart Wealth first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's Bristol-Myers Squibb position peaked at $7.36M in Q2 2021.
832 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.