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

HHM 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 		$68.2K Buy
1,183
+83
+8% +$4.77K 0.01% 342
2026
Q1 		$66.7K Sell
1,100
-110
-9% -$6.41K 0.01% 332
2025
Q4 		$65.3K Sell
1,210
-268
-18% -$12.9K 0.01% 323
2025
Q3 		$66.7K Sell
1,478
-466
-24% -$21.8K 0.01% 330
2025
Q2 		$90K Sell
1,944
-667
-26% -$32.7K 0.01% 289
2025
Q1 		$159K Sell
2,611
-255
-9% -$14.9K 0.02% 216
2024
Q4 		$162K Buy
2,866
+514
+22% +$28.7K 0.02% 207
2024
Q3 		$122K Sell
2,352
-666
-22% -$31.2K 0.02% 230
2024
Q2 		$125K Buy
3,018
+1,052
+54% +$47.1K 0.02% 221
2024
Q1 		$107K Sell
1,966
-158
-7% -$8.05K 0.02% 201
2023
Q4 		$109K Sell
2,124
-275
-11% -$14.4K 0.02% 203
2023
Q3 		$139K Buy
2,399
+205
+9% +$12.6K 0.03% 163
2023
Q2 		$140K Buy
2,194
+650
+42% +$43.6K 0.03% 168
2023
Q1 		$107K Buy
1,544
+368
+31% +$26K 0.02% 193
2022
Q4 		$84.6K Hold
1,176
– – 0.02% 189
2022
Q3 		$84K Sell
1,176
-525
-31% -$38.1K 0.02% 177
2022
Q2 		$131K Buy
1,701
+506
+42% +$38.5K 0.03% 169
2022
Q1 		$87K Sell
1,195
-1,630
-58% -$109K 0.02% 234
2021
Q4 		$176K Buy
2,825
+290
+11% +$17K 0.04% 149
2021
Q3 		$150K Sell
2,535
-6
-0.2% -$395 0.04% 164
2021
Q2 		$170K Hold
2,541
– – 0.05% 153
2021
Q1 		$160K Hold
2,541
– – 0.05% 138
2020
Q4 		$158K Hold
2,541
– – 0.05% 118
2020
Q3 		$153K Sell
2,541
-181
-7% -$10.9K 0.06% 105
2020
Q2 		$160K Sell
2,722
-500
-16% -$29.9K 0.07% 96
2020
Q1 		$180K Buy
+3,222
New +$197K 0.09% 82

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

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

HHM Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 7.5% in Q2 2026, buying an estimated $4.77K and bringing the position to 1,183 shares worth $68.2K. The position accounts for 0.01% of the portfolio, ranked #342.

HHM Wealth Advisors first reported a position in BMY in Q1 2020 and has held it in 26 quarters since. The position peaked at $180K in Q1 2020. 800 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • HHM Wealth Advisors held 1,183 shares of Bristol-Myers Squibb worth $68.2K as of Q2 2026.
  • HHM Wealth Advisors bought 83 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.77K.
  • Bristol-Myers Squibb made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #342 holding.
  • HHM Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Bristol-Myers Squibb position peaked at $180K in Q1 2020.
  • 800 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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