JFS Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

JFS Wealth 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	$140K	Buy	2,428 +121	+5%	+$6.95K	0.01%	383
2026 Q1	$140K	Sell	2,307 -143	-6%	-$8.34K	0.01%	370
2025 Q4	$132K	Buy	2,450 +405	+20%	+$19.5K	0.01%	368
2025 Q3	$92.2K	Sell	2,045 -76	-4%	-$3.55K	0.01%	420
2025 Q2	$98.2K	Sell	2,121 -1,502	-41%	-$73.7K	0.01%	371
2025 Q1	$221K	Buy	3,623 +401	+12%	+$23.4K	0.02%	291
2024 Q4	$182K	Buy	3,222 +14	+0.4%	+$782	0.01%	299
2024 Q3	$166K	Buy	3,208 +104	+3%	+$4.88K	0.01%	311
2024 Q2	$129K	Sell	3,104 -1,353	-30%	-$60.5K	0.01%	280
2024 Q1	$242K	Buy	4,457 +315	+8%	+$16K	0.02%	227
2023 Q4	$213K	Buy	4,142 +162	+4%	+$8.5K	0.02%	228
2023 Q3	$231K	Sell	3,980 -257	-6%	-$15.7K	0.02%	210
2023 Q2	$271K	Buy	4,237 +9	+0.2%	+$604	0.02%	188
2023 Q1	$293K	Sell	4,228 -24	-0.6%	-$1.69K	0.03%	179
2022 Q4	$306K	Buy	4,252 +7	+0.2%	+$528	0.03%	179
2022 Q3	$302K	Sell	4,245 -89	-2%	-$6.46K	0.03%	179
2022 Q2	$334K	Buy	4,334 +165	+4%	+$12.6K	0.04%	165
2022 Q1	$304K	Buy	4,169 +301	+8%	+$20.2K	0.03%	190
2021 Q4	$241K	Buy	3,868 +219	+6%	+$12.8K	0.02%	208
2021 Q3	$216K	Buy	3,649 +1,787	+96%	+$118K	0.02%	214
2021 Q2	$124K	Buy	1,862 +8	+0.4%	+$522	0.02%	201
2021 Q1	$117K	Sell	1,854 -218	-11%	-$13.6K	0.02%	184
2020 Q4	$129K	Buy	2,072 +177	+9%	+$10.9K	0.03%	174
2020 Q3	$114K	Buy	1,895 +208	+12%	+$12.5K	0.03%	168
2020 Q2	$99K	Hold	1,687	–	–	0.03%	180
2020 Q1	$94K	Hold	1,687	–	–	0.03%	175
2019 Q4	$108K	Buy	1,687 +1,032	+158%	+$59.1K	0.03%	190
2019 Q3	$33K	Hold	655	–	–	0.01%	263
2019 Q2	$30K	Hold	655	–	–	0.01%	271
2019 Q1	$31K	Hold	655	–	–	0.01%	257
2018 Q4	$34K	Hold	655	–	–	0.01%	248
2018 Q3	$41K	Hold	655	–	–	0.01%	260
2018 Q2	$36K	Hold	655	–	–	0.01%	263
2018 Q1	$41K	Hold	655	–	–	0.01%	259
2017 Q4	$40K	Buy	655 +150	+30%	+$9.38K	0.01%	267
2017 Q3	$32K	Sell	505 -800	-61%	-$46.7K	0.01%	278
2017 Q2	$73K	Buy	1,305 +200	+18%	+$10.9K	0.02%	196
2017 Q1	$65K	Hold	1,105	–	–	0.02%	203
2016 Q4	$65K	Sell	1,105 -29	-3%	-$1.58K	0.02%	203
2016 Q3	$61K	Sell	1,134 -4,725	-81%	-$304K	0.02%	221
2016 Q2	$431K	Sell	5,859 -31	-0.5%	-$2.19K	0.12%	99
2016 Q1	$376K	Buy	5,890 +31	+0.5%	+$1.96K	0.11%	93
2015 Q4	$403K	Buy	5,859 +1,005	+21%	+$66.4K	0.12%	92
2015 Q3	$287K	Sell	4,854 -287	-6%	-$18.2K	0.13%	84
2015 Q2	$342K	Hold	5,141	–	–	0.18%	65
2015 Q1	$332K	Sell	5,141 -110	-2%	-$6.89K	0.16%	67
2014 Q4	$310K	Buy	5,251 +101	+2%	+$5.7K	0.05%	67
2014 Q3	$264K	Hold	5,150	–	–	0.05%	63
2014 Q2	$250K	Buy	5,150 +298	+6%	+$14.7K	0.05%	70
2014 Q1	$252K	Sell	4,852 -211	-4%	-$11.2K	0.14%	96
2013 Q4	$269K	Sell	5,063 -271	-5%	-$13.8K	0.12%	104
2013 Q3	$247K	Buy	+5,334	New	+$234K	0.12%	104

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

JFS Wealth Advisors's BMY Position: Q2 2026 in Review

JFS Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 5.2% in Q2 2026, buying an estimated $6.95K and bringing the position to 2,428 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #383.

JFS Wealth Advisors first reported a position in BMY in Q3 2013 and has held it in 52 quarters since. The position peaked at $431K in Q2 2016. 823 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

JFS Wealth Advisors held 2,428 shares of Bristol-Myers Squibb worth $140K as of Q2 2026.
JFS Wealth Advisors bought 121 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.95K.
Bristol-Myers Squibb made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #383 holding.
JFS Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 52 quarters since.
JFS Wealth Advisors's Bristol-Myers Squibb position peaked at $431K in Q2 2016.
823 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.