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

LifeGoal 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 		$324K Sell
5,618
-1,206
-18% -$69.3K 0.15% 93
2026
Q1 		$421K Buy
+6,824
New +$398K 0.24% 61

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

LifeGoal Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, selling an estimated $69.3K and leaving 5,618 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #93.

LifeGoal Wealth Advisors first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $421K in Q1 2026. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • LifeGoal Wealth Advisors held 5,618 shares of Bristol-Myers Squibb worth $324K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 1,206 Bristol-Myers Squibb shares in Q2 2026, an estimated $69.3K.
  • Bristol-Myers Squibb made up 0.15% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • LifeGoal Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's Bristol-Myers Squibb position peaked at $421K in Q1 2026.
  • 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.