HBW Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

HBW Advisory Services’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	$202K	Sell	3,499 -468	-12%	-$26.9K	0.02%	448
2026 Q1	$241K	Sell	3,967 -1,475	-27%	-$86K	0.03%	396
2025 Q4	$294K	Sell	5,442 -35	-0.6%	-$1.68K	0.03%	355
2025 Q3	$247K	Buy	5,477 +762	+16%	+$35.6K	0.03%	364
2025 Q2	$218K	Buy	4,715 +407	+9%	+$20K	0.03%	377
2025 Q1	$263K	Sell	4,308 -1,706	-28%	-$99.4K	0.04%	313
2024 Q4	$340K	Sell	6,014 -177	-3%	-$9.89K	0.03%	258
2024 Q3	$320K	Sell	6,191 -440	-7%	-$20.6K	0.05%	265
2024 Q2	$275K	Sell	6,631 -942	-12%	-$42.1K	0.05%	270
2024 Q1	$389K	Hold	7,573	–	–	0.07%	196
2023 Q4	$389K	Sell	7,573 -550	-7%	-$28.9K	0.07%	196
2023 Q3	$471K	Sell	8,123 -1,338	-14%	-$82K	0.1%	181
2023 Q2	$605K	Buy	9,461 +2,219	+31%	+$149K	0.13%	162
2023 Q1	$502K	Sell	7,242 -2,453	-25%	-$173K	0.13%	169
2022 Q4	$698K	Sell	9,695 -6,831	-41%	-$515K	0.18%	138
2022 Q3	$1.18M	Buy	16,526 +423	+3%	+$30.7K	0.33%	87
2022 Q2	$1.24M	Buy	16,103 +8,968	+126%	+$683K	0.32%	87
2022 Q1	$521K	Buy	7,135 +387	+6%	+$26K	0.18%	132
2021 Q4	$421K	Sell	6,748 -680	-9%	-$39.9K	0.1%	180
2021 Q3	$440K	Buy	7,428 +1,265	+21%	+$83.3K	0.11%	169
2021 Q2	$412K	Buy	6,163 +2,976	+93%	+$194K	0.11%	170
2021 Q1	$201K	Buy	+3,187	New	+$198K	0.05%	235
2020 Q4	–	Sell	-3,783	Closed	-$228K	–	224
2020 Q3	$228K	Buy	+3,783	New	+$228K	0.09%	169

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

HBW Advisory Services's BMY Position: Q2 2026 in Review

HBW Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, selling an estimated $26.9K and leaving 3,499 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #448.

HBW Advisory Services first reported a position in BMY in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.24M in Q2 2022. 831 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

HBW Advisory Services held 3,499 shares of Bristol-Myers Squibb worth $202K as of Q2 2026.
HBW Advisory Services sold 468 Bristol-Myers Squibb shares in Q2 2026, an estimated $26.9K.
Bristol-Myers Squibb made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #448 holding.
HBW Advisory Services first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 23 quarters since.
HBW Advisory Services's Bristol-Myers Squibb position peaked at $1.24M in Q2 2022.
831 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.