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

Kingswood 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	$2.07M	Buy	35,921 +394	+1%	+$22.6K	0.08%	255
2026 Q1	$2.15M	Sell	35,527 -4,905	-12%	-$286K	0.1%	223
2025 Q4	$2.18M	Buy	40,432 +1,212	+3%	+$58.3K	0.11%	194
2025 Q3	$1.77M	Sell	39,220 -2,359	-6%	-$110K	0.11%	199
2025 Q2	$1.92M	Buy	41,579 +2,255	+6%	+$111K	0.15%	148
2025 Q1	$2.39M	Sell	39,324 -9,618	-20%	-$561K	0.22%	110
2024 Q4	$2.77M	Buy	48,942 +1,634	+3%	+$91.3K	0.21%	108
2024 Q3	$2.44M	Buy	47,308 +4,544	+11%	+$213K	0.17%	129
2024 Q2	$1.78M	Sell	42,764 -2,983	-7%	-$133K	0.16%	126
2024 Q1	$2.48M	Buy	45,747 +158	+0.3%	+$8.05K	0.29%	78
2023 Q4	$2.34M	Buy	45,589 +14,960	+49%	+$785K	0.27%	79
2023 Q3	$3.56M	Sell	30,629 -9,575	-24%	-$587K	0.61%	36
2023 Q2	$2.57M	Buy	+40,204	New	+$2.7M	0.82%	26

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

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

Kingswood Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, buying an estimated $22.6K and bringing the position to 35,921 shares worth $2.07M. The position accounts for 0.08% of the portfolio, ranked #255.

Kingswood Wealth Advisors first reported a position in BMY in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.56M in Q3 2023. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kingswood Wealth Advisors held 35,921 shares of Bristol-Myers Squibb worth $2.07M as of Q2 2026.
Kingswood Wealth Advisors bought 394 Bristol-Myers Squibb shares in Q2 2026, an estimated $22.6K.
Bristol-Myers Squibb made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #255 holding.
Kingswood Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Bristol-Myers Squibb position peaked at $3.56M in Q3 2023.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.