KPP Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

KPP Advisory Services’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	$243K	Sell	4,213 -122	-3%	-$7K	0.03%	331
2026 Q1	$263K	Buy	4,335 +22	+0.5%	+$1.28K	0.04%	301
2025 Q4	$233K	Sell	4,313 -2,160	-33%	-$104K	0.03%	303
2025 Q3	$292K	Sell	6,473 -21	-0.3%	-$981	0.04%	277
2025 Q2	$301K	Sell	6,494 -84	-1%	-$4.12K	0.05%	255
2025 Q1	$401K	Sell	6,578 -43	-0.6%	-$2.51K	0.08%	204
2024 Q4	$374K	Sell	6,621 -264	-4%	-$14.8K	0.09%	166
2024 Q3	$356K	Sell	6,885 -480	-7%	-$22.5K	0.09%	175
2024 Q2	$306K	Sell	7,365 -569	-7%	-$25.5K	0.08%	182
2024 Q1	$430K	Sell	7,934 -527	-6%	-$26.8K	0.12%	139
2023 Q4	$434K	Sell	8,461 -1,567	-16%	-$82.3K	0.38%	66
2023 Q3	$582K	Buy	+10,028	New	+$614K	0.19%	98

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

KPP Advisory Services's BMY Position: Q2 2026 in Review

KPP Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 2.8% in Q2 2026, selling an estimated $7K and leaving 4,213 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #331.

KPP Advisory Services first reported a position in BMY in Q3 2023 and has held it in 12 quarters since. The position peaked at $582K in Q3 2023. 829 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

KPP Advisory Services held 4,213 shares of Bristol-Myers Squibb worth $243K as of Q2 2026.
KPP Advisory Services sold 122 Bristol-Myers Squibb shares in Q2 2026, an estimated $7K.
Bristol-Myers Squibb made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #331 holding.
KPP Advisory Services first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's Bristol-Myers Squibb position peaked at $582K in Q3 2023.
829 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.