Holos Integrated Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Holos Integrated Wealth’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	$2.84K	Hold	49	–	–	﹤0.01%	327
2026 Q1	$2.83K	Hold	49	–	–	﹤0.01%	327
2025 Q4	$2.62K	Hold	49	–	–	﹤0.01%	265
2025 Q3	$2.15K	Hold	49	–	–	﹤0.01%	267
2025 Q2	$2.25K	Hold	49	–	–	﹤0.01%	269
2025 Q1	$2.99K	Sell	49 -158	-76%	-$9.21K	﹤0.01%	261
2024 Q4	$11.7K	Buy	+207	New	+$11.6K	0.01%	185

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

Holos Integrated Wealth's BMY Position: Q2 2026 in Review

Holos Integrated Wealth held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 49 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Holos Integrated Wealth first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.7K in Q4 2024. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Holos Integrated Wealth held 49 shares of Bristol-Myers Squibb worth $2.84K as of Q2 2026.
Holos Integrated Wealth left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #327 holding.
Holos Integrated Wealth first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Bristol-Myers Squibb position peaked at $11.7K in Q4 2024.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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