PPS&V Asset Management Consultants’s Bristol-Myers Squibb BMY Stock Holding History

PPS&V Asset Management Consultants’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	-4,837	Closed	-$293K	–	41
2026 Q1	$293K	Buy	4,837 +89	+2%	+$5.19K	0.18%	32
2025 Q4	$256K	Sell	4,748 -455	-9%	-$21.9K	0.15%	38
2025 Q3	$235K	Sell	5,203 -701	-12%	-$32.7K	0.14%	41
2025 Q2	$273K	Buy	5,904 +177	+3%	+$8.69K	0.17%	34
2025 Q1	$349K	Sell	5,727 -97	-2%	-$5.65K	0.25%	27
2024 Q4	$329K	Buy	5,824 +307	+6%	+$17.2K	0.22%	31
2024 Q3	$285K	Buy	+5,517	New	+$259K	0.2%	35

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

PPS&V Asset Management Consultants's BMY Position: Q2 2026 in Review

PPS&V Asset Management Consultants sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 4,837 shares — an estimated $293K sold.

PPS&V Asset Management Consultants first reported a position in BMY in Q3 2024 and held it in 7 quarters. The position peaked at $349K in Q1 2025. 721 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

PPS&V Asset Management Consultants reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
PPS&V Asset Management Consultants sold 4,837 Bristol-Myers Squibb shares in Q2 2026, an estimated $293K.
PPS&V Asset Management Consultants first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 7 quarters.
PPS&V Asset Management Consultants's Bristol-Myers Squibb position peaked at $349K in Q1 2025.
721 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.