Laurel Wealth Advisors (North Carolina)’s Bristol-Myers Squibb BMY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$412K	Hold	7,150	–	–	0.04%	156
2026 Q1	$402K	Hold	7,150	–	–	0.04%	154
2025 Q4	$386K	Hold	7,150	–	–	0.05%	150
2025 Q3	$322K	Hold	7,150	–	–	0.05%	159
2025 Q2	$331K	Sell	7,150 -300	-4%	-$14.7K	0.05%	157
2025 Q1	$454K	Hold	7,450	–	–	0.07%	132
2024 Q4	$421K	Buy	7,450 +240	+3%	+$13.4K	0.07%	133
2024 Q3	$373K	Buy	7,210 +994	+16%	+$46.6K	0.06%	136
2024 Q2	$258K	Sell	6,216 -105	-2%	-$4.7K	0.04%	158
2024 Q1	$343K	Hold	6,321	–	–	0.06%	141
2023 Q4	$324K	Sell	6,321 -150	-2%	-$7.87K	0.06%	139
2023 Q3	$376K	Sell	6,471 -693	-10%	-$42.5K	0.08%	128
2023 Q2	$458K	Hold	7,164	–	–	0.09%	125
2023 Q1	$497K	Hold	7,164	–	–	0.11%	120
2022 Q4	$515K	Hold	7,164	–	–	0.12%	116
2022 Q3	$509K	Sell	7,164 -16	-0.2%	-$1.16K	0.13%	113
2022 Q2	$553K	Hold	7,180	–	–	0.13%	108
2022 Q1	$524K	Hold	7,180	–	–	0.11%	120
2021 Q4	$448K	Sell	7,180 -450	-6%	-$26.4K	0.09%	127
2021 Q3	$451K	Hold	7,630	–	–	0.1%	127
2021 Q2	$510K	Sell	7,630 -34	-0.4%	-$2.22K	0.11%	117
2021 Q1	$484K	Sell	7,664 -450	-6%	-$28K	0.12%	117
2020 Q4	$503K	Buy	8,114 +1,793	+28%	+$110K	0.13%	110
2020 Q3	$381K	Sell	6,321 -400	-6%	-$24.1K	0.11%	117
2020 Q2	$395K	Hold	6,721	–	–	0.13%	108
2020 Q1	$375K	Hold	6,721	–	–	0.14%	101
2019 Q4	$431K	Hold	6,721	–	–	0.14%	113
2019 Q3	$341K	Hold	6,721	–	–	0.12%	121
2019 Q2	$305K	Buy	6,721 +416	+7%	+$19.4K	0.11%	123
2019 Q1	$301K	Sell	6,305 -100	-2%	-$4.98K	0.11%	122
2018 Q4	$333K	Buy	+6,405	New	+$344K	0.13%	110

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Laurel Wealth Advisors (North Carolina)'s BMY Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 7,150 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #156.

Laurel Wealth Advisors (North Carolina) first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $553K in Q2 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 7,150 shares of Bristol-Myers Squibb worth $412K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.04% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #156 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s Bristol-Myers Squibb position peaked at $553K in Q2 2022.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.