Olistico Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Olistico Wealth’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	$69.1K	Hold	1,200	–	–	0.03%	142
2026 Q1	$72.8K	Hold	1,200	–	–	0.04%	140
2025 Q4	$64.7K	Buy	+1,200	New	+$57.7K	0.03%	141
2025 Q3	–	Sell	-1,200	Closed	-$55.5K	–	122
2025 Q2	$55.5K	Hold	1,200	–	–	0.03%	157
2025 Q1	$73.2K	Hold	1,200	–	–	0.05%	139
2024 Q4	$67.9K	Hold	1,200	–	–	0.04%	146
2024 Q3	$62.1K	Hold	1,200	–	–	0.04%	151
2024 Q2	$49.8K	Buy	+1,200	New	+$53.7K	0.03%	163

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Olistico Wealth's BMY Position: Q2 2026 in Review

Olistico Wealth held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 1,200 shares worth $69.1K. The position accounts for 0.03% of the portfolio, ranked #142.

Olistico Wealth first reported a position in BMY in Q2 2024 and has held it in 8 quarters since. The position peaked at $73.2K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Olistico Wealth held 1,200 shares of Bristol-Myers Squibb worth $69.1K as of Q2 2026.
Olistico Wealth left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #142 holding.
Olistico Wealth first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's Bristol-Myers Squibb position peaked at $73.2K in Q1 2025.
1,027 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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