Kaufman Rossin Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Kaufman Rossin 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	$217K	Sell	3,743 -568	-13%	-$32.6K	0.1%	98
2026 Q1	$261K	Sell	4,311 -7,342	-63%	-$428K	0.15%	82
2025 Q4	$629K	Buy	+11,653	New	+$561K	0.33%	46

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

Kaufman Rossin Wealth's BMY Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, selling an estimated $32.6K and leaving 3,743 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #98.

Kaufman Rossin Wealth first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $629K in Q4 2025. 832 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kaufman Rossin Wealth held 3,743 shares of Bristol-Myers Squibb worth $217K as of Q2 2026.
Kaufman Rossin Wealth sold 568 Bristol-Myers Squibb shares in Q2 2026, an estimated $32.6K.
Bristol-Myers Squibb made up 0.1% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #98 holding.
Kaufman Rossin Wealth first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
Kaufman Rossin Wealth's Bristol-Myers Squibb position peaked at $629K in Q4 2025.
832 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.