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

Physician 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	$36.9K	Buy	640 +8	+1%	+$459	﹤0.01%	503
2026 Q1	$38.3K	Buy	632 +155	+32%	+$9.04K	0.01%	456
2025 Q4	$25.7K	Buy	477 +202	+73%	+$9.72K	﹤0.01%	525
2025 Q3	$12.4K	Buy	275 +19	+7%	+$887	﹤0.01%	699
2025 Q2	$11.9K	Buy	256 +45	+21%	+$2.21K	﹤0.01%	618
2025 Q1	$12.9K	Buy	211 +32	+18%	+$1.86K	﹤0.01%	571
2024 Q4	$10.1K	Buy	+179	New	+$10K	﹤0.01%	628

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Physician Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.3% in Q2 2026, buying an estimated $459 and bringing the position to 640 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Physician Wealth Advisors first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.3K in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Physician Wealth Advisors held 640 shares of Bristol-Myers Squibb worth $36.9K as of Q2 2026.
Physician Wealth Advisors bought 8 Bristol-Myers Squibb shares in Q2 2026, an estimated $459.
Bristol-Myers Squibb made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #503 holding.
Physician Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Bristol-Myers Squibb position peaked at $38.3K in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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