N.E.W. Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$102K Sell
1,766
-380
-18% -$21.8K 0.01% 290
2026
Q1
$130K Buy
2,146
+384
+22% +$22.4K 0.01% 258
2025
Q4
$95K Buy
1,762
+503
+40% +$24.2K 0.01% 286
2025
Q3
$56.8K Sell
1,259
-354
-22% -$16.5K 0.01% 307
2025
Q2
$74.7K Sell
1,613
-248
-13% -$12.2K 0.01% 269
2025
Q1
$113K Buy
+1,861
New +$108K 0.01% 262

Other funds holding BMY

N.E.W. Advisory Services's BMY Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, selling an estimated $21.8K and leaving 1,766 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #290.

N.E.W. Advisory Services first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $130K in Q1 2026. 1,840 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • N.E.W. Advisory Services held 1,766 shares of Bristol-Myers Squibb worth $102K as of Q2 2026.
  • N.E.W. Advisory Services sold 380 Bristol-Myers Squibb shares in Q2 2026, an estimated $21.8K.
  • Bristol-Myers Squibb made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #290 holding.
  • N.E.W. Advisory Services first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Bristol-Myers Squibb position peaked at $130K in Q1 2026.
  • 1,840 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.