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Legacy Wealth Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Wealth Asset 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 		$757K Sell
13,139
-8
-0.1% -$459 0.17% 187
2026
Q1 		$797K Buy
13,147
+526
+4% +$30.7K 0.19% 163
2025
Q4 		$681K Buy
12,621
+2,124
+20% +$102K 0.17% 196
2025
Q3 		$473K Buy
10,497
+291
+3% +$13.6K 0.12% 264
2025
Q2 		$472K Buy
10,206
+170
+2% +$8.35K 0.12% 260
2025
Q1 		$612K Buy
10,036
+52
+0.5% +$3.03K 0.17% 200
2024
Q4 		$565K Sell
9,984
-304
-3% -$17K 0.15% 218
2024
Q3 		$532K Buy
10,288
+215
+2% +$10.1K 0.14% 236
2024
Q2 		$418K Buy
10,073
+213
+2% +$9.53K 0.12% 260
2024
Q1 		$535K Buy
9,860
+545
+6% +$27.8K 0.15% 221
2023
Q4 		$478K Sell
9,315
-24
-0.3% -$1.26K 0.16% 231
2023
Q3 		$542K Buy
9,339
+44
+0.5% +$2.7K 0.2% 177
2023
Q2 		$594K Sell
9,295
-2,702
-23% -$181K 0.21% 162
2023
Q1 		$832K Buy
11,997
+29
+0.2% +$2.04K 0.3% 98
2022
Q4 		$861K Buy
11,968
+69
+0.6% +$5.2K 0.33% 95
2022
Q3 		$846K Sell
11,899
-2,558
-18% -$186K 0.37% 84
2022
Q2 		$1.11M Sell
14,457
-80
-0.6% -$6.09K 0.45% 59
2022
Q1 		$1.06M Buy
14,537
+210
+1% +$14.1K 0.38% 86
2021
Q4 		$893K Buy
14,327
+2,369
+20% +$139K 0.3% 127
2021
Q3 		$708K Buy
11,958
+155
+1% +$10.2K 0.32% 130
2021
Q2 		$789K Buy
11,803
+400
+4% +$26.1K 0.35% 114
2021
Q1 		$720K Buy
11,403
+251
+2% +$15.6K 0.33% 122
2020
Q4 		$692K Buy
+11,152
New +$686K 0.35% 113

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Legacy Wealth Asset Management's BMY Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 0.06% in Q2 2026, selling an estimated $459 and leaving 13,139 shares worth $757K. The position accounts for 0.17% of the portfolio, ranked #187.

Legacy Wealth Asset Management first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q2 2022. 1,096 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Legacy Wealth Asset Management held 13,139 shares of Bristol-Myers Squibb worth $757K as of Q2 2026.
  • Legacy Wealth Asset Management sold 8 Bristol-Myers Squibb shares in Q2 2026, an estimated $459.
  • Bristol-Myers Squibb made up 0.17% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #187 holding.
  • Legacy Wealth Asset Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Bristol-Myers Squibb position peaked at $1.11M in Q2 2022.
  • 1,096 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.