Mid-American Wealth Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Mid-American Wealth Advisory Group’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	$3.35M	Sell	58,193 -22,416	-28%	-$1.29M	1.21%	19
2026 Q1	$4.35M	Hold	80,609	–	–	1.84%	17
2025 Q4	$4.35M	Buy	80,609 +5,217	+7%	+$251K	1.84%	17
2025 Q3	$3.4M	Buy	75,392 +1,915	+3%	+$89.4K	1.52%	21
2025 Q2	$3.4M	Buy	73,477 +6,608	+10%	+$324K	1.62%	22
2025 Q1	$4.08M	Sell	66,869 -2,793	-4%	-$163K	2.19%	16
2024 Q4	$3.94M	Sell	69,662 -16,207	-19%	-$906K	2.32%	14
2024 Q3	$4.44M	Sell	85,869 -10,786	-11%	-$506K	2.79%	14
2024 Q2	$4.01M	Buy	96,655 +12,223	+14%	+$547K	2.56%	15
2024 Q1	$4.58M	Buy	84,432 +6,171	+8%	+$314K	3.09%	11
2023 Q4	$4.02M	Buy	78,261 +2,794	+4%	+$147K	2.98%	12
2023 Q3	$4.27M	Buy	+75,467	New	+$4.62M	3.45%	9

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

Mid-American Wealth Advisory Group's BMY Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 28% in Q2 2026, selling an estimated $1.29M and leaving 58,193 shares worth $3.35M. The position accounts for 1.21% of the portfolio, ranked #19.

Mid-American Wealth Advisory Group first reported a position in BMY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.58M in Q1 2024. 810 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Mid-American Wealth Advisory Group held 58,193 shares of Bristol-Myers Squibb worth $3.35M as of Q2 2026.
Mid-American Wealth Advisory Group sold 22,416 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.29M.
Bristol-Myers Squibb made up 1.21% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #19 holding.
Mid-American Wealth Advisory Group first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 12 quarters since.
Mid-American Wealth Advisory Group's Bristol-Myers Squibb position peaked at $4.58M in Q1 2024.
810 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.