Old North State Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Old North State 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	$707K	Sell	12,246 -846	-6%	-$48.6K	0.3%	65
2026 Q1	$795K	Sell	13,092 -784	-6%	-$45.7K	0.37%	61
2025 Q4	$749K	Buy	13,876 +2,919	+27%	+$140K	0.35%	59
2025 Q3	$495K	Buy	10,957 +1,317	+14%	+$61.5K	0.23%	75
2025 Q2	$447K	Buy	9,640 +372	+4%	+$18.3K	0.23%	78
2025 Q1	$566K	Sell	9,268 -15	-0.2%	-$874	0.32%	59
2024 Q4	$526K	Buy	9,283 +1,079	+13%	+$60.3K	0.3%	59
2024 Q3	$425K	Buy	8,204 +1,164	+17%	+$54.6K	0.24%	63
2024 Q2	$293K	Buy	7,040 +419	+6%	+$18.7K	0.19%	74
2024 Q1	$360K	Buy	6,621 +807	+14%	+$41.1K	0.23%	61
2023 Q4	$298K	Buy	+5,814	New	+$305K	0.22%	67
2023 Q3	–	Sell	-3,311	Closed	-$212K	–	72
2023 Q2	$212K	Sell	3,311 -56	-2%	-$3.75K	0.19%	71
2023 Q1	$234K	Buy	+3,367	New	+$237K	0.22%	62
2022 Q1	–	Sell	-7,929	Closed	-$495K	–	60
2021 Q4	$495K	Buy	+7,929	New	+$465K	0.5%	41

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Old North State Wealth Management's BMY Position: Q2 2026 in Review

Old North State Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 6.5% in Q2 2026, selling an estimated $48.6K and leaving 12,246 shares worth $707K. The position accounts for 0.3% of the portfolio, ranked #65.

Old North State Wealth Management first reported a position in BMY in Q4 2021 and has held it in 14 quarters since. The position peaked at $795K in Q1 2026. 566 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Old North State Wealth Management held 12,246 shares of Bristol-Myers Squibb worth $707K as of Q2 2026.
Old North State Wealth Management sold 846 Bristol-Myers Squibb shares in Q2 2026, an estimated $48.6K.
Bristol-Myers Squibb made up 0.3% of Old North State Wealth Management's portfolio in Q2 2026, its #65 holding.
Old North State Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 14 quarters since.
Old North State Wealth Management's Bristol-Myers Squibb position peaked at $795K in Q1 2026.
566 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.