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Nvest Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-5
Closed -$304 – 363
2026
Q1 		$304 Buy
+5
New +$291 ﹤0.01% 346

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nvest Wealth Strategies's BMY Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 5 shares — an estimated $304 sold.

Nvest Wealth Strategies first reported a position in BMY in Q1 2026 and held it in 1 quarter. The position peaked at $304 in Q1 2026. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 5 Bristol-Myers Squibb shares in Q2 2026, an estimated $304.
  • Nvest Wealth Strategies first reported a position in Bristol-Myers Squibb in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Bristol-Myers Squibb position peaked at $304 in Q1 2026.
  • 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.