JWCA
BMY icon

J.W. Cole Advisors’s Bristol-Myers Squibb BMY Stock Holding History

J.W. Cole 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 		$3.45M Buy
+59,835
New +$3.44M 0.06% 329
2026
Q1 		– Sell
-67,193
Closed -$3.15M – 822
2025
Q4 		$3.15M Sell
67,193
-3,135
-4% -$151K 0.08% 258
2025
Q3 		$3.17M Sell
70,328
-103
-0.1% -$4.81K 0.06% 308
2025
Q2 		$3.26M Buy
70,431
+8,580
+14% +$421K 0.07% 274
2025
Q1 		$3.77M Buy
61,851
+41,730
+207% +$2.43M 0.12% 180
2024
Q4 		$1.14M Buy
20,121
+259
+1% +$14.5K 0.05% 381
2024
Q3 		$1.03M Sell
19,862
-4,145
-17% -$194K 0.04% 387
2024
Q2 		$997K Sell
24,007
-6,622
-22% -$296K 0.05% 356
2024
Q1 		$1.65M Sell
30,629
-1,202
-4% -$61.2K 0.08% 244
2023
Q4 		$1.63M Buy
31,831
+2,773
+10% +$146K 0.1% 224
2023
Q3 		$1.69M Buy
29,058
+2,468
+9% +$151K 0.12% 182
2023
Q2 		$1.7M Sell
26,590
-2,121
-7% -$142K 0.12% 188
2023
Q1 		$1.99M Buy
28,711
+686
+2% +$48.4K 0.14% 168
2022
Q4 		$2.02M Buy
28,025
+881
+3% +$66.4K 0.16% 156
2022
Q3 		$1.93M Sell
27,144
-84
-0.3% -$6.09K 0.16% 152
2022
Q2 		$2.1M Buy
27,228
+1,883
+7% +$143K 0.17% 151
2022
Q1 		$1.85M Sell
25,345
-5,471
-18% -$367K 0.12% 190
2021
Q4 		$1.92M Sell
30,816
-575
-2% -$33.7K 0.13% 186
2021
Q3 		$1.86M Buy
31,391
+4,464
+17% +$294K 0.13% 108
2021
Q2 		$1.8M Sell
26,927
-4,308
-14% -$281K 0.14% 172
2021
Q1 		$1.97M Sell
31,235
-1,212
-4% -$75.4K 0.19% 128
2020
Q4 		$2.01M Sell
32,447
-56,075
-63% -$3.45M 0.21% 114
2020
Q3 		$5.34M Buy
88,522
+61,421
+227% +$3.7M 0.41% 55
2020
Q2 		$1.59M Buy
+27,101
New +$1.62M 0.24% 118
2020
Q1 		– Sell
-40,725
Closed -$2.61M – 149
2019
Q4 		$2.61M Buy
+40,725
New +$2.33M 0.33% 76

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
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

J.W. Cole Advisors's BMY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 59,835 shares worth $3.45M. The stake represents 0.06% of the portfolio and ranks #329 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BMY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BMY in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.34M in Q3 2020. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • J.W. Cole Advisors held 59,835 shares of Bristol-Myers Squibb worth $3.45M as of Q2 2026.
  • Bristol-Myers Squibb was a new J.W. Cole Advisors position in Q2 2026.
  • Bristol-Myers Squibb made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #329 holding.
  • J.W. Cole Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Bristol-Myers Squibb position peaked at $5.34M in Q3 2020.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.