ORG Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

ORG Wealth Partners’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	$133K	Buy	353,924 +348,961	+7,031%	+$20M	0.02%	277
2026 Q1	$301K	Buy	4,963 +696	+16%	+$40.6K	0.06%	179
2025 Q4	$230K	Buy	4,267 +3,615	+554%	+$174K	0.05%	183
2025 Q3	$29.4K	Hold	652	–	–	0.01%	354
2025 Q2	$31K	Hold	652	–	–	0.01%	362
2025 Q1	$38.8K	Hold	652	–	–	0.01%	371
2024 Q4	$36.9K	Hold	652	–	–	0.01%	270
2024 Q3	$33.7K	Buy	+652	New	+$30.6K	0.01%	276

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

ORG Wealth Partners's BMY Position: Q2 2026 in Review

ORG Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 7,031% in Q2 2026, buying an estimated $20M and bringing the position to 353,924 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #277.

ORG Wealth Partners first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $301K in Q1 2026. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

ORG Wealth Partners held 353,924 shares of Bristol-Myers Squibb worth $133K as of Q2 2026.
ORG Wealth Partners bought 348,961 Bristol-Myers Squibb shares in Q2 2026, an estimated $20M.
Bristol-Myers Squibb made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #277 holding.
ORG Wealth Partners first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Bristol-Myers Squibb position peaked at $301K in Q1 2026.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.