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

Mission Wealth 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	$3.42M	Buy	59,419 +30,267	+104%	+$1.74M	0.04%	229
2026 Q1	$1.77M	Sell	29,152 -292	-1%	-$17K	0.04%	232
2025 Q4	$1.59M	Buy	29,444 +902	+3%	+$43.4K	0.03%	250
2025 Q3	$1.29M	Sell	28,542 -4,134	-13%	-$193K	0.03%	285
2025 Q2	$1.51M	Sell	32,676 -1,127	-3%	-$55.3K	0.03%	242
2025 Q1	$2.06M	Buy	33,803 +1,472	+5%	+$85.8K	0.05%	190
2024 Q4	$1.83M	Sell	32,331 -811	-2%	-$45.3K	0.04%	193
2024 Q3	$1.71M	Buy	33,142 +10,804	+48%	+$507K	0.04%	195
2024 Q2	$928K	Sell	22,338 -21	-0.1%	-$940	0.02%	286
2024 Q1	$1.21M	Buy	22,359 +1,903	+9%	+$96.9K	0.03%	253
2023 Q4	$1.05M	Sell	20,456 -466	-2%	-$24.5K	0.03%	227
2023 Q3	$1.21M	Sell	20,922 -1,589	-7%	-$97.4K	0.05%	195
2023 Q2	$1.44M	Sell	22,511 -611	-3%	-$41K	0.05%	172
2023 Q1	$1.6M	Sell	23,122 -226	-1%	-$15.9K	0.07%	155
2022 Q4	$1.68M	Buy	23,348 +102	+0.4%	+$7.69K	0.08%	135
2022 Q3	$1.65M	Buy	23,246 +1,500	+7%	+$109K	0.09%	126
2022 Q2	$1.67M	Buy	21,746 +1,346	+7%	+$103K	0.09%	126
2022 Q1	$1.49M	Sell	20,400 -289	-1%	-$19.4K	0.07%	139
2021 Q4	$1.29M	Buy	20,689 +62	+0.3%	+$3.64K	0.06%	165
2021 Q3	$1.22M	Sell	20,627 -3,436	-14%	-$226K	0.06%	157
2021 Q2	$1.61M	Sell	24,063 -2,183	-8%	-$142K	0.09%	115
2021 Q1	$1.66M	Buy	26,246 +4,268	+19%	+$266K	0.1%	100
2020 Q4	$1.36M	Buy	21,978 +2,037	+10%	+$125K	0.09%	111
2020 Q3	$1.2M	Buy	19,941 +5,812	+41%	+$350K	0.09%	105
2020 Q2	$831K	Buy	14,129 +3,200	+29%	+$191K	0.07%	130
2020 Q1	$609K	Sell	10,929 -2,142	-16%	-$131K	0.07%	134
2019 Q4	$839K	Buy	13,071 +517	+4%	+$29.6K	0.08%	129
2019 Q3	$637K	Sell	12,554 -228	-2%	-$10.7K	0.07%	144
2019 Q2	$580K	Buy	12,782 +1,872	+17%	+$87.2K	0.07%	154
2019 Q1	$521K	Buy	10,910 +1,205	+12%	+$60K	0.06%	161
2018 Q4	$504K	Buy	9,705 +2,278	+31%	+$122K	0.07%	145
2018 Q3	$461K	Sell	7,427 -12,727	-63%	-$755K	0.06%	163
2018 Q2	$1.11M	Buy	20,154 +3,525	+21%	+$190K	0.16%	78
2018 Q1	$1.05M	Sell	16,629 -578	-3%	-$37.2K	0.17%	72
2017 Q4	$1.05M	Sell	17,207 -739	-4%	-$46.2K	0.18%	62
2017 Q3	$1.14M	Buy	17,946 +52	+0.3%	+$3.04K	0.21%	56
2017 Q2	$997K	Buy	17,894 +602	+3%	+$32.8K	0.19%	61
2017 Q1	$940K	Sell	17,292 -217	-1%	-$11.9K	0.18%	63
2016 Q4	$1.02M	Buy	17,509 +252	+1%	+$13.8K	0.2%	57
2016 Q3	$930K	Sell	17,257 -80	-0.5%	-$5.14K	0.22%	54
2016 Q2	$1.27M	Buy	17,337 +587	+4%	+$41.5K	0.34%	33
2016 Q1	$1.07M	Sell	16,750 -844	-5%	-$53.2K	0.29%	44
2015 Q4	$1.21M	Buy	17,594 +206	+1%	+$13.6K	0.34%	32
2015 Q3	$1.03M	Buy	17,388 +190	+1%	+$12.1K	0.31%	32
2015 Q2	$1.11M	Buy	+17,198	New	+$1.13M	0.38%	33

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

Mission Wealth Management's BMY Position: Q2 2026 in Review

Mission Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 104% in Q2 2026, buying an estimated $1.74M and bringing the position to 59,419 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #229.

Mission Wealth Management first reported a position in BMY in Q2 2015 and has held it in 45 quarters since. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Mission Wealth Management held 59,419 shares of Bristol-Myers Squibb worth $3.42M as of Q2 2026.
Mission Wealth Management bought 30,267 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.74M.
Bristol-Myers Squibb made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #229 holding.
Mission Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2015 and has held it in 45 quarters since.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.