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

Northwest Wealth Management’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	$720K	Sell	12,488 -650	-5%	-$37.3K	0.09%	98
2026 Q1	$797K	Buy	13,138 +360	+3%	+$21K	0.12%	86
2025 Q4	$689K	Buy	+12,778	New	+$615K	0.11%	93
2019 Q2	–	Sell	-714	Closed	-$34K	–	151
2019 Q1	$34K	Hold	714	–	–	0.03%	251
2018 Q4	$37K	Hold	714	–	–	0.03%	221
2018 Q3	$44K	Hold	714	–	–	0.03%	219
2018 Q2	$40K	Hold	714	–	–	0.03%	231
2018 Q1	$45K	Buy	+714	New	+$45.9K	0.03%	222

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northwest Wealth Management's BMY Position: Q2 2026 in Review

Northwest Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 4.9% in Q2 2026, selling an estimated $37.3K and leaving 12,488 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #98.

Northwest Wealth Management first reported a position in BMY in Q1 2018 and has held it in 8 quarters since. The position peaked at $797K in Q1 2026. 954 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Northwest Wealth Management held 12,488 shares of Bristol-Myers Squibb worth $720K as of Q2 2026.
Northwest Wealth Management sold 650 Bristol-Myers Squibb shares in Q2 2026, an estimated $37.3K.
Bristol-Myers Squibb made up 0.09% of Northwest Wealth Management's portfolio in Q2 2026, its #98 holding.
Northwest Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 8 quarters since.
Northwest Wealth Management's Bristol-Myers Squibb position peaked at $797K in Q1 2026.
954 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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