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

Lineweaver 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	$2.09M	Buy	36,357 +1,929	+6%	+$111K	0.25%	86
2026 Q1	$2.09M	Buy	34,428 +2,056	+6%	+$120K	0.28%	75
2025 Q4	$1.75M	Sell	32,372 -228	-0.7%	-$11K	0.24%	83
2025 Q3	$1.47M	Buy	32,600 +3,274	+11%	+$153K	0.22%	86
2025 Q2	$1.36M	Buy	29,326 +5,121	+21%	+$251K	0.21%	84
2025 Q1	$1.48M	Buy	24,205 +3,602	+17%	+$210K	0.25%	79
2024 Q4	$1.17M	Buy	+20,603	New	+$1.15M	0.22%	86
2023 Q4	–	Sell	-20,303	Closed	-$1.18M	–	129
2023 Q3	$1.18M	Sell	20,303 -13,238	-39%	-$811K	0.34%	57
2023 Q2	$2.15M	Sell	33,541 -213	-0.6%	-$14.3K	0.61%	38
2023 Q1	$2.34M	Buy	33,754 +1,889	+6%	+$133K	0.72%	27
2022 Q4	$2.29M	Buy	+31,865	New	+$2.4M	0.69%	30
2021 Q4	–	Sell	-4,533	Closed	-$268K	–	135
2021 Q3	$268K	Buy	4,533 +799	+21%	+$52.6K	0.08%	115
2021 Q2	$249K	Buy	+3,734	New	+$243K	0.08%	108

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

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

Lineweaver Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 5.6% in Q2 2026, buying an estimated $111K and bringing the position to 36,357 shares worth $2.09M. The position accounts for 0.25% of the portfolio, ranked #86.

Lineweaver Wealth Advisors first reported a position in BMY in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.34M in Q1 2023. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Lineweaver Wealth Advisors held 36,357 shares of Bristol-Myers Squibb worth $2.09M as of Q2 2026.
Lineweaver Wealth Advisors bought 1,929 Bristol-Myers Squibb shares in Q2 2026, an estimated $111K.
Bristol-Myers Squibb made up 0.25% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Lineweaver Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 13 quarters since.
Lineweaver Wealth Advisors's Bristol-Myers Squibb position peaked at $2.34M in Q1 2023.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.