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Intergy Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Intergy Private 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 		– Sell
-3,388
Closed -$205K – 149
2026
Q1 		$205K Buy
+3,388
New +$198K 0.06% 117

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

Intergy Private Wealth's BMY Position: Q2 2026 in Review

Intergy Private Wealth sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,388 shares — an estimated $205K sold.

Intergy Private Wealth first reported a position in BMY in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 565 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Intergy Private Wealth reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Intergy Private Wealth sold 3,388 Bristol-Myers Squibb shares in Q2 2026, an estimated $205K.
  • Intergy Private Wealth first reported a position in Bristol-Myers Squibb in Q1 2026 and held it in 1 quarter.
  • Intergy Private Wealth's Bristol-Myers Squibb position peaked at $205K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.