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

Pines 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	–	Sell	-3,435	Closed	-$208K	–	222
2026 Q1	$208K	Sell	3,435 -809	-19%	-$47.2K	0.07%	210
2025 Q4	$229K	Sell	4,244 -274	-6%	-$13.2K	0.07%	210
2025 Q3	$204K	Buy	+4,518	New	+$211K	0.07%	220
2025 Q2	–	Sell	-4,559	Closed	-$242K	–	231
2025 Q1	$242K	Buy	4,559 +345	+8%	+$20.1K	0.11%	174
2024 Q4	$235K	Buy	+4,214	New	+$235K	0.1%	187

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

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

Pines Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,435 shares — an estimated $208K sold.

Pines Wealth Management first reported a position in BMY in Q4 2024 and held it in 5 quarters. The position peaked at $242K in Q1 2025. 812 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Pines Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Pines Wealth Management sold 3,435 Bristol-Myers Squibb shares in Q2 2026, an estimated $208K.
Pines Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 5 quarters.
Pines Wealth Management's Bristol-Myers Squibb position peaked at $242K in Q1 2025.
812 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.