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Net Worth Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Net Worth Advisory 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 		$893K Sell
15,492
-1,113
-7% -$63.9K 0.22% 95
2026
Q1 		$1.01M Sell
16,605
-244
-1% -$14.2K 0.21% 93
2025
Q4 		$909K Buy
+16,849
New +$811K 0.18% 100

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Net Worth Advisory Group's BMY Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 6.7% in Q2 2026, selling an estimated $63.9K and leaving 15,492 shares worth $893K. The position accounts for 0.22% of the portfolio, ranked #95.

Net Worth Advisory Group first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 498 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Net Worth Advisory Group held 15,492 shares of Bristol-Myers Squibb worth $893K as of Q2 2026.
  • Net Worth Advisory Group sold 1,113 Bristol-Myers Squibb shares in Q2 2026, an estimated $63.9K.
  • Bristol-Myers Squibb made up 0.22% of Net Worth Advisory Group's portfolio in Q2 2026, its #95 holding.
  • Net Worth Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Net Worth Advisory Group's Bristol-Myers Squibb position peaked at $1.01M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.