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

Moss Adams 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	$372K	Buy	6,462 +36	+0.6%	+$2.07K	0.02%	187
2026 Q1	$390K	Buy	6,426 +849	+15%	+$49.5K	0.03%	174
2025 Q4	$301K	Buy	5,577 +492	+10%	+$23.7K	0.02%	196
2025 Q3	$229K	Sell	5,085 -453	-8%	-$21.2K	0.02%	223
2025 Q2	$256K	Sell	5,538 -954	-15%	-$46.8K	0.02%	212
2025 Q1	$396K	Buy	6,492 +1,197	+23%	+$69.8K	0.04%	135
2024 Q4	$299K	Buy	5,295 +1,242	+31%	+$69.4K	0.03%	148
2024 Q3	$210K	Buy	+4,053	New	+$190K	0.02%	189
2024 Q2	–	Sell	-4,813	Closed	-$261K	–	177
2024 Q1	$261K	Buy	+4,813	New	+$245K	0.04%	121
2023 Q2	–	Sell	-3,365	Closed	-$233K	–	144
2023 Q1	$233K	Buy	3,365 +79	+2%	+$5.57K	0.08%	82
2022 Q4	$236K	Buy	+3,286	New	+$248K	0.12%	90

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

Moss Adams Wealth Advisors's BMY Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.56% in Q2 2026, buying an estimated $2.07K and bringing the position to 6,462 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #187.

Moss Adams Wealth Advisors first reported a position in BMY in Q4 2022 and has held it in 11 quarters since. The position peaked at $396K in Q1 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Moss Adams Wealth Advisors held 6,462 shares of Bristol-Myers Squibb worth $372K as of Q2 2026.
Moss Adams Wealth Advisors bought 36 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.07K.
Bristol-Myers Squibb made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #187 holding.
Moss Adams Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 11 quarters since.
Moss Adams Wealth Advisors's Bristol-Myers Squibb position peaked at $396K in Q1 2025.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.