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Optas LLC’s Bristol-Myers Squibb BMY Stock Holding History

Optas LLC’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 		$313K Sell
5,433
-220
-4% -$12.6K 0.04% 302
2026
Q1 		$343K Buy
5,653
+770
+16% +$44.9K 0.05% 267
2025
Q4 		$263K Buy
+4,883
New +$235K 0.04% 341
2025
Q2 		– Sell
-4,685
Closed -$286K – 364
2025
Q1 		$286K Buy
4,685
+114
+2% +$6.64K 0.05% 207
2024
Q4 		$259K Buy
+4,571
New +$255K 0.06% 205
2023
Q4 		– Sell
-3,991
Closed -$232K – 198
2023
Q3 		$232K Sell
3,991
-541
-12% -$33.1K 0.08% 153
2023
Q2 		$290K Buy
4,532
+622
+16% +$41.7K 0.1% 122
2023
Q1 		$271K Sell
3,910
-508
-11% -$35.8K 0.1% 129
2022
Q4 		$318K Sell
4,418
-223
-5% -$16.8K 0.13% 104
2022
Q3 		$330K Buy
4,641
+406
+10% +$29.5K 0.14% 91
2022
Q2 		$326K Buy
4,235
+715
+20% +$54.5K 0.13% 100
2022
Q1 		$258K Buy
3,520
+315
+10% +$21.1K 0.08% 121
2021
Q4 		$200K Buy
+3,205
New +$188K 0.06% 143
2021
Q3 		– Sell
-3,090
Closed -$207K – 150
2021
Q2 		$207K Buy
+3,090
New +$201K 0.06% 138
2020
Q4 		– Sell
-3,909
Closed -$236K – 147
2020
Q3 		$236K Buy
3,909
+94
+2% +$5.66K 0.07% 140
2020
Q2 		$225K Buy
+3,815
New +$228K 0.09% 113

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Optas LLC's BMY Position: Q2 2026 in Review

Optas LLC reduced its Bristol-Myers Squibb (BMY) stake by 3.9% in Q2 2026, selling an estimated $12.6K and leaving 5,433 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #302.

Optas LLC first reported a position in BMY in Q2 2020 and has held it in 16 quarters since. The position peaked at $343K in Q1 2026. 706 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Optas LLC held 5,433 shares of Bristol-Myers Squibb worth $313K as of Q2 2026.
  • Optas LLC sold 220 Bristol-Myers Squibb shares in Q2 2026, an estimated $12.6K.
  • Bristol-Myers Squibb made up 0.04% of Optas LLC's portfolio in Q2 2026, its #302 holding.
  • Optas LLC first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 16 quarters since.
  • Optas LLC's Bristol-Myers Squibb position peaked at $343K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.