HWP
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Highline Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Highline Wealth Partners’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 		$25.9K Sell
449
-60
-12% -$3.44K 0.01% 350
2026
Q1 		$30.9K Buy
509
+202
+66% +$11.8K 0.01% 232
2025
Q4 		$16.6K Buy
307
+159
+107% +$7.65K ﹤0.01% 291
2025
Q3 		$6.68K Sell
148
-20
-12% -$934 ﹤0.01% 503
2025
Q2 		$7.79K Sell
168
-226
-57% -$11.1K ﹤0.01% 371
2025
Q1 		$24K Buy
394
+95
+32% +$5.54K 0.01% 187
2024
Q4 		$16.9K Buy
299
+97
+48% +$5.42K 0.01% 193
2024
Q3 		$10.4K Buy
202
+41
+25% +$1.92K ﹤0.01% 249
2024
Q2 		$6.7K Buy
161
+11
+7% +$492 ﹤0.01% 258
2024
Q1 		$8.13K Hold
150
– – ﹤0.01% 242
2023
Q4 		$7.7K Buy
150
+110
+275% +$5.77K ﹤0.01% 224
2023
Q3 		$2.32K Hold
40
– – ﹤0.01% 268
2023
Q2 		$2.56K Sell
40
-47
-54% -$3.15K ﹤0.01% 216
2023
Q1 		$6.03K Buy
87
+47
+118% +$3.31K ﹤0.01% 174
2022
Q4 		$2.88K Hold
40
– – ﹤0.01% 199
2022
Q3 		$2.84K Buy
+40
New +$2.9K ﹤0.01% 193

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
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
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

Highline Wealth Partners's BMY Position: Q2 2026 in Review

Highline Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, selling an estimated $3.44K and leaving 449 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #350.

Highline Wealth Partners first reported a position in BMY in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.9K in Q1 2026. 566 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Highline Wealth Partners held 449 shares of Bristol-Myers Squibb worth $25.9K as of Q2 2026.
  • Highline Wealth Partners sold 60 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.44K.
  • Bristol-Myers Squibb made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #350 holding.
  • Highline Wealth Partners first reported a position in Bristol-Myers Squibb in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Bristol-Myers Squibb position peaked at $30.9K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.