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

HCR 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	$424K	Buy	+7,365	New	+$423K	0.04%	176
2025 Q3	–	Sell	-10,671	Closed	-$494K	–	246
2025 Q2	$494K	Buy	10,671 +458	+4%	+$22.5K	0.06%	139
2025 Q1	$623K	Sell	10,213 -275	-3%	-$16K	0.08%	124
2024 Q4	$593K	Sell	10,488 -984	-9%	-$55K	0.07%	126
2024 Q3	$594K	Sell	11,472 -603	-5%	-$28.3K	0.08%	128
2024 Q2	$501K	Sell	12,075 -2,366	-16%	-$106K	0.07%	128
2024 Q1	$783K	Sell	14,441 -177	-1%	-$9.02K	0.12%	108
2023 Q4	$750K	Buy	14,618 +1,405	+11%	+$73.8K	0.12%	103
2023 Q3	$767K	Sell	13,213 -1,030	-7%	-$63.1K	0.17%	85
2023 Q2	$911K	Sell	14,243 -571	-4%	-$38.3K	0.17%	82
2023 Q1	$1.03M	Buy	14,814 +107	+0.7%	+$7.55K	0.2%	80
2022 Q4	$1.06M	Sell	14,707 -411	-3%	-$31K	0.22%	79
2022 Q3	$1.07M	Sell	15,118 -364	-2%	-$26.4K	0.23%	76
2022 Q2	$1.2M	Sell	15,482 -479	-3%	-$36.5K	0.24%	76
2022 Q1	$1.17M	Sell	15,961 -3,150	-16%	-$212K	0.19%	83
2021 Q4	$1.19M	Sell	19,111 -1,384	-7%	-$81.2K	0.18%	92
2021 Q3	$1.21M	Buy	20,495 +37	+0.2%	+$2.44K	0.2%	92
2021 Q2	$1.37M	Buy	20,458 +428	+2%	+$27.9K	0.24%	84
2021 Q1	$1.26M	Sell	20,030 -3,889	-16%	-$242K	0.25%	82
2020 Q4	$1.47M	Buy	23,919 +196	+0.8%	+$12.1K	0.31%	66
2020 Q3	$1.41M	Sell	23,723 -600	-2%	-$36.1K	0.32%	61
2020 Q2	$1.44M	Sell	24,323 -260	-1%	-$15.6K	0.34%	51
2020 Q1	$1.37M	Buy	+24,583	New	+$1.5M	0.39%	44
2019 Q4	–	Sell	-27,113	Closed	-$1.39M	–	240
2019 Q3	$1.39M	Buy	27,113 +2,342	+9%	+$110K	0.46%	50
2019 Q2	$1.12M	Buy	24,771 +880	+4%	+$41K	0.32%	59
2019 Q1	$1.14M	Sell	23,891 -18,194	-43%	-$906K	0.33%	61
2018 Q4	$2.19M	Sell	42,085 -4,301	-9%	-$231K	0.71%	26
2018 Q3	$2.39M	Buy	46,386 +40	+0.1%	+$2.37K	0.78%	25
2018 Q2	$2.58M	Buy	+46,346	New	+$2.5M	0.85%	23
2018 Q1	–	Sell	-43,864	Closed	-$2.69M	–	167
2017 Q4	$2.69M	Sell	43,864 -20	-0%	-$1.25K	0.94%	22
2017 Q3	$2.8M	Buy	43,884 +1,067	+2%	+$62.3K	1.18%	17
2017 Q2	$2.39M	Sell	42,817 -147	-0.3%	-$8K	1.18%	18
2017 Q1	$2.34M	Sell	42,964 -1,270	-3%	-$69.7K	1.2%	20
2016 Q4	$2.58M	Buy	+44,234	New	+$2.42M	1.37%	20

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

HCR Wealth Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 7,365 shares worth $424K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in BMY as recently as Q2 2025.

HCR Wealth Advisors first reported a position in BMY in Q4 2016 and has held it in 34 quarters since. The position peaked at $2.8M in Q3 2017. 565 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

HCR Wealth Advisors held 7,365 shares of Bristol-Myers Squibb worth $424K as of Q2 2026.
Bristol-Myers Squibb was a new HCR Wealth Advisors position in Q2 2026.
Bristol-Myers Squibb made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #176 holding.
HCR Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 34 quarters since.
HCR Wealth Advisors's Bristol-Myers Squibb position peaked at $2.8M in Q3 2017.
565 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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