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

National Wealth Management Group’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	$461K	Buy	8,007 +275	+4%	+$15.8K	0.14%	127
2026 Q1	$469K	Sell	7,732 -587	-7%	-$34.2K	0.17%	118
2025 Q4	$449K	Buy	8,319 +414	+5%	+$19.9K	0.16%	137
2025 Q3	$357K	Sell	7,905 -954	-11%	-$44.6K	0.13%	170
2025 Q2	$410K	Buy	8,859 +384	+5%	+$18.9K	0.23%	99
2025 Q1	$517K	Buy	8,475 +3,963	+88%	+$231K	0.34%	69
2024 Q4	$255K	Buy	+4,512	New	+$252K	0.17%	117
2023 Q1	–	Sell	-4,328	Closed	-$311K	–	136
2022 Q4	$311K	Buy	+4,328	New	+$326K	0.37%	89

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

National Wealth Management Group's BMY Position: Q2 2026 in Review

National Wealth Management Group increased its Bristol-Myers Squibb (BMY) stake by 3.6% in Q2 2026, buying an estimated $15.8K and bringing the position to 8,007 shares worth $461K. The position accounts for 0.14% of the portfolio, ranked #127.

National Wealth Management Group first reported a position in BMY in Q4 2022 and has held it in 8 quarters since. The position peaked at $517K in Q1 2025. 889 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

National Wealth Management Group held 8,007 shares of Bristol-Myers Squibb worth $461K as of Q2 2026.
National Wealth Management Group bought 275 Bristol-Myers Squibb shares in Q2 2026, an estimated $15.8K.
Bristol-Myers Squibb made up 0.14% of National Wealth Management Group's portfolio in Q2 2026, its #127 holding.
National Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 8 quarters since.
National Wealth Management Group's Bristol-Myers Squibb position peaked at $517K in Q1 2025.
889 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.