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

Jamison Private Wealth Management’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	$2.32M	Buy	40,231 +64	+0.2%	+$3.67K	0.23%	86
2026 Q1	$2.44M	Buy	40,167 +2,862	+8%	+$167K	0.3%	78
2025 Q4	$2.01M	Sell	37,305 -1,196	-3%	-$57.5K	0.24%	86
2025 Q3	$1.74M	Sell	38,501 -2,216	-5%	-$103K	0.22%	93
2025 Q2	$1.88M	Sell	40,717 -598	-1%	-$29.4K	0.27%	81
2025 Q1	$2.52M	Sell	41,315 -2,159	-5%	-$126K	0.38%	64
2024 Q4	$2.46M	Sell	43,474 -1,266	-3%	-$70.7K	0.36%	64
2024 Q3	$2.31M	Sell	44,740 -3,441	-7%	-$161K	0.35%	67
2024 Q2	$2M	Sell	48,181 -1,199	-2%	-$53.6K	0.33%	69
2024 Q1	$2.68M	Sell	49,380 -698	-1%	-$35.6K	0.45%	55
2023 Q4	$2.57M	Sell	50,078 -5,426	-10%	-$285K	0.48%	56
2023 Q3	$3.22M	Buy	+55,504	New	+$3.4M	0.67%	50

Other funds holding BMY

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Jamison Private Wealth Management's BMY Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.16% in Q2 2026, buying an estimated $3.67K and bringing the position to 40,231 shares worth $2.32M. The position accounts for 0.23% of the portfolio, ranked #86.

Jamison Private Wealth Management first reported a position in BMY in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.22M in Q3 2023. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Jamison Private Wealth Management held 40,231 shares of Bristol-Myers Squibb worth $2.32M as of Q2 2026.
Jamison Private Wealth Management bought 64 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.67K.
Bristol-Myers Squibb made up 0.23% of Jamison Private Wealth Management's portfolio in Q2 2026, its #86 holding.
Jamison Private Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Bristol-Myers Squibb position peaked at $3.22M in Q3 2023.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.