Partnership Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Partnership Wealth Management’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	$1.81M	Buy	31,356 +770	+3%	+$44.2K	1.22%	16
2026 Q1	$1.86M	Sell	30,586 -8,495	-22%	-$495K	1.41%	16
2025 Q4	$2.11M	Buy	39,081 +1,178	+3%	+$56.7K	1.52%	12
2025 Q3	$1.71M	Buy	37,903 +9,155	+32%	+$428K	1.32%	15
2025 Q2	$1.33M	Buy	28,748 +523	+2%	+$25.7K	1.08%	24
2025 Q1	$1.72M	Buy	28,225 +358	+1%	+$20.9K	1.46%	15
2024 Q4	$1.58M	Buy	27,867 +1,658	+6%	+$92.6K	1.31%	17
2024 Q3	$1.36M	Sell	26,209 -10,509	-29%	-$493K	0.96%	20
2024 Q2	$1.52M	Sell	36,718 -9,888	-21%	-$442K	1.13%	20
2024 Q1	$2.53M	Buy	46,606 +27,244	+141%	+$1.39M	1.77%	13
2023 Q4	$946K	Buy	+19,362	New	+$1.02M	0.71%	39

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Partnership Wealth Management's BMY Position: Q2 2026 in Review

Partnership Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 2.5% in Q2 2026, buying an estimated $44.2K and bringing the position to 31,356 shares worth $1.81M. The position accounts for 1.22% of the portfolio, ranked #16.

Partnership Wealth Management first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q1 2024. 887 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Partnership Wealth Management held 31,356 shares of Bristol-Myers Squibb worth $1.81M as of Q2 2026.
Partnership Wealth Management bought 770 Bristol-Myers Squibb shares in Q2 2026, an estimated $44.2K.
Bristol-Myers Squibb made up 1.22% of Partnership Wealth Management's portfolio in Q2 2026, its #16 holding.
Partnership Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's Bristol-Myers Squibb position peaked at $2.53M in Q1 2024.
887 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.