Opal Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Opal Wealth Advisors’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	-2,031	Closed	-$123K	–	278
2026 Q1	$123K	Buy	+2,031	New	+$118K	0.03%	257
2025 Q3	–	Sell	-1,603	Closed	-$74.2K	–	243
2025 Q2	$74.2K	Sell	1,603 -703	-30%	-$34.5K	0.02%	310
2025 Q1	$141K	Buy	+2,306	New	+$134K	0.04%	226
2024 Q3	–	Sell	-1,657	Closed	-$68.8K	–	314
2024 Q2	$68.8K	Buy	+1,657	New	+$74.1K	0.02%	320
2023 Q3	–	Sell	-4,673	Closed	-$299K	–	143
2023 Q2	$299K	Buy	4,673 +1,747	+60%	+$117K	0.15%	94
2023 Q1	$203K	Buy	+2,926	New	+$206K	0.12%	111

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Opal Wealth Advisors's BMY Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 2,031 shares — an estimated $123K sold.

Opal Wealth Advisors first reported a position in BMY in Q1 2023 and held it in 6 quarters. The position peaked at $299K in Q2 2023. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Opal Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 2,031 Bristol-Myers Squibb shares in Q2 2026, an estimated $123K.
Opal Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 6 quarters.
Opal Wealth Advisors's Bristol-Myers Squibb position peaked at $299K in Q2 2023.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.