Laurel Oak Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Laurel Oak 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	$689K	Sell	11,961 -91	-0.8%	-$5.22K	0.1%	161
2026 Q1	$731K	Sell	12,052 -190	-2%	-$11.1K	0.12%	143
2025 Q4	$660K	Buy	+12,242	New	+$589K	0.11%	151

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Laurel Oak Wealth Management's BMY Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.76% in Q2 2026, selling an estimated $5.22K and leaving 11,961 shares worth $689K. The position accounts for 0.1% of the portfolio, ranked #161.

Laurel Oak Wealth Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $731K in Q1 2026. 895 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Laurel Oak Wealth Management held 11,961 shares of Bristol-Myers Squibb worth $689K as of Q2 2026.
Laurel Oak Wealth Management sold 91 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.22K.
Bristol-Myers Squibb made up 0.1% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #161 holding.
Laurel Oak Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's Bristol-Myers Squibb position peaked at $731K in Q1 2026.
895 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.