Morton Brown Family Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Morton Brown Family Wealth’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	$12.9K	Buy	224 +24	+12%	+$1.38K	﹤0.01%	188
2026 Q1	$12.1K	Hold	200	–	–	﹤0.01%	182
2025 Q4	$10.8K	Hold	200	–	–	﹤0.01%	188
2025 Q3	$9.02K	Hold	200	–	–	﹤0.01%	192
2025 Q2	$9.26K	Hold	200	–	–	﹤0.01%	197
2025 Q1	$12.2K	Hold	200	–	–	﹤0.01%	179
2024 Q4	$11.3K	Buy	200 +25	+14%	+$1.4K	﹤0.01%	168
2024 Q3	$9.05K	Buy	175 +75	+75%	+$3.52K	﹤0.01%	173
2024 Q2	$4.24K	Buy	+100	New	+$4.47K	﹤0.01%	177
2022 Q4	–	Sell	-47	Closed	-$3K	–	169
2022 Q3	$3K	Hold	47	–	–	﹤0.01%	156
2022 Q2	$4K	Buy	+47	New	+$3.58K	﹤0.01%	155

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Morton Brown Family Wealth's BMY Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, buying an estimated $1.38K and bringing the position to 224 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Morton Brown Family Wealth first reported a position in BMY in Q2 2022 and has held it in 11 quarters since. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Morton Brown Family Wealth held 224 shares of Bristol-Myers Squibb worth $12.9K as of Q2 2026.
Morton Brown Family Wealth bought 24 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.38K.
Bristol-Myers Squibb made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #188 holding.
Morton Brown Family Wealth first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 11 quarters since.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.