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

Milestone 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	$8.17M	Buy	141,848 +18,139	+15%	+$1.04M	1.29%	11
2026 Q1	$7.5M	Buy	123,709 +81,984	+196%	+$4.78M	1.38%	8
2025 Q4	$2.25M	Buy	+41,725	New	+$2.01M	0.42%	50
2025 Q2	–	Sell	-54,006	Closed	-$3.29M	–	208
2025 Q1	$3.29M	Buy	54,006 +27,297	+102%	+$1.59M	0.7%	32
2024 Q4	$1.51M	Buy	+26,709	New	+$1.49M	0.33%	77

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

Milestone Asset Management's BMY Position: Q2 2026 in Review

Milestone Asset Management increased its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, buying an estimated $1.04M and bringing the position to 141,848 shares worth $8.17M. The position accounts for 1.29% of the portfolio, ranked #11.

Milestone Asset Management first reported a position in BMY in Q4 2024 and has held it in 5 quarters since. 801 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Milestone Asset Management held 141,848 shares of Bristol-Myers Squibb worth $8.17M as of Q2 2026.
Milestone Asset Management bought 18,139 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.04M.
Bristol-Myers Squibb made up 1.29% of Milestone Asset Management's portfolio in Q2 2026, its #11 holding.
Milestone Asset Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 5 quarters since.
801 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.