Hoertkorn Richard Charles’s Bristol-Myers Squibb BMY Stock Holding History

Hoertkorn Richard Charles’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	$1.38K	Hold	24	–	–	﹤0.01%	60
2026 Q1	$1.46K	Hold	24	–	–	﹤0.01%	67
2025 Q4	$1.29K	Buy	+24	New	+$1.16K	﹤0.01%	71

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

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

Hoertkorn Richard Charles's BMY Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 24 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #60.

Hoertkorn Richard Charles first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46K in Q1 2026. 738 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Hoertkorn Richard Charles held 24 shares of Bristol-Myers Squibb worth $1.38K as of Q2 2026.
Hoertkorn Richard Charles left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #60 holding.
Hoertkorn Richard Charles first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
Hoertkorn Richard Charles's Bristol-Myers Squibb position peaked at $1.46K in Q1 2026.
738 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.