Portside Wealth Group’s Bristol-Myers Squibb BMY Stock Holding History

Portside Wealth Group’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	$1.38M	Buy	23,957 +986	+4%	+$56.6K	0.16%	143
2026 Q1	$1.39M	Buy	22,971 +1,018	+5%	+$59.3K	0.19%	129
2025 Q4	$1.18M	Buy	21,953 +241	+1%	+$11.6K	0.16%	147
2025 Q3	$979K	Buy	21,712 +2,860	+15%	+$134K	0.13%	163
2025 Q2	$873K	Sell	18,852 -22	-0.1%	-$1.08K	0.13%	168
2025 Q1	$1.15M	Buy	18,874 +466	+3%	+$27.2K	0.19%	119
2024 Q4	$1.04M	Sell	18,408 -65	-0.4%	-$3.63K	0.17%	128
2024 Q3	$956K	Buy	18,473 +4,892	+36%	+$229K	0.16%	142
2024 Q2	$564K	Sell	13,581 -2,734	-17%	-$122K	0.11%	190
2024 Q1	$885K	Buy	16,315 +252	+2%	+$12.8K	0.16%	143
2023 Q4	$824K	Buy	16,063 +853	+6%	+$44.8K	0.15%	149
2023 Q3	$883K	Buy	15,210 +290	+2%	+$17.8K	0.17%	129
2023 Q2	$954K	Buy	+14,920	New	+$1M	0.18%	131

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

Portside Wealth Group's BMY Position: Q2 2026 in Review

Portside Wealth Group increased its Bristol-Myers Squibb (BMY) stake by 4.3% in Q2 2026, buying an estimated $56.6K and bringing the position to 23,957 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #143.

Portside Wealth Group first reported a position in BMY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q1 2026. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Portside Wealth Group held 23,957 shares of Bristol-Myers Squibb worth $1.38M as of Q2 2026.
Portside Wealth Group bought 986 Bristol-Myers Squibb shares in Q2 2026, an estimated $56.6K.
Bristol-Myers Squibb made up 0.16% of Portside Wealth Group's portfolio in Q2 2026, its #143 holding.
Portside Wealth Group first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Bristol-Myers Squibb position peaked at $1.39M in Q1 2026.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.