Peterson Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

Peterson Wealth Services’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	$56.4K	Hold	979	–	–	0.01%	157
2026 Q1	$59.4K	Hold	979	–	–	0.01%	160
2025 Q4	$52.8K	Sell	979 -41,785	-98%	-$2.01M	0.01%	151
2025 Q3	$44.2K	Buy	42,764 +41,762	+4,168%	+$1.95M	0.01%	161
2025 Q2	$46.4K	Buy	1,002 +23	+2%	+$1.13K	0.01%	155
2025 Q1	$59.7K	Hold	979	–	–	0.02%	154
2024 Q4	$55.4K	Hold	979	–	–	0.02%	151
2024 Q3	$50.7K	Buy	+979	New	+$45.9K	0.02%	156

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Peterson Wealth Services's BMY Position: Q2 2026 in Review

Peterson Wealth Services held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 979 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #157.

Peterson Wealth Services first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $59.7K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Peterson Wealth Services held 979 shares of Bristol-Myers Squibb worth $56.4K as of Q2 2026.
Peterson Wealth Services left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #157 holding.
Peterson Wealth Services first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Bristol-Myers Squibb position peaked at $59.7K in Q1 2025.
1,012 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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