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Onyx Bridge Wealth Group’s Bristol-Myers Squibb BMY Stock Holding History

Onyx Bridge Wealth 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 		$468K Sell
8,126
-29
-0.4% -$1.67K 0.04% 246
2026
Q1 		$495K Sell
8,155
-4,219
-34% -$246K 0.05% 219
2025
Q4 		$667K Sell
12,374
-1,161
-9% -$55.9K 0.07% 183
2025
Q3 		$610K Buy
13,535
+812
+6% +$37.9K 0.07% 190
2025
Q2 		$589K Sell
12,723
-226
-2% -$11.1K 0.08% 156
2025
Q1 		$790K Sell
12,949
-2,877
-18% -$168K 0.11% 121
2024
Q4 		$895K Buy
15,826
+515
+3% +$28.8K 0.13% 106
2024
Q3 		$792K Sell
15,311
-981
-6% -$46K 0.12% 124
2024
Q2 		$677K Buy
16,292
+640
+4% +$28.6K 0.11% 124
2024
Q1 		$702K Buy
15,652
+9,168
+141% +$467K 0.13% 119
2023
Q4 		$333K Sell
6,484
-742
-10% -$38.9K 0.07% 178
2023
Q3 		$419K Buy
7,226
+1,457
+25% +$89.3K 0.1% 145
2023
Q2 		$369K Buy
5,769
+1,455
+34% +$97.6K 0.09% 155
2023
Q1 		$299K Sell
4,314
-400
-8% -$28.2K 0.12% 129
2022
Q4 		$344K Sell
4,714
-269
-5% -$20.3K 0.14% 109
2022
Q3 		$345K Buy
4,983
+18
+0.4% +$1.31K 0.16% 109
2022
Q2 		$362K Sell
4,965
-153
-3% -$11.7K 0.16% 88
2022
Q1 		$388K Sell
5,118
-76
-1% -$5.1K 0.15% 80
2021
Q4 		$321K Buy
5,194
+969
+23% +$56.8K 0.11% 107
2021
Q3 		$241K Buy
+4,225
New +$278K 0.09% 125

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Onyx Bridge Wealth Group's BMY Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Bristol-Myers Squibb (BMY) stake by 0.36% in Q2 2026, selling an estimated $1.67K and leaving 8,126 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #246.

Onyx Bridge Wealth Group first reported a position in BMY in Q3 2021 and has held it in 20 quarters since. The position peaked at $895K in Q4 2024. 888 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Onyx Bridge Wealth Group held 8,126 shares of Bristol-Myers Squibb worth $468K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 29 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.67K.
  • Bristol-Myers Squibb made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #246 holding.
  • Onyx Bridge Wealth Group first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 20 quarters since.
  • Onyx Bridge Wealth Group's Bristol-Myers Squibb position peaked at $895K in Q4 2024.
  • 888 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.