QTR Family Wealth’s Bristol-Myers Squibb BMY Stock Holding History

QTR Family Wealth’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	$1.26M	Sell	21,847 -161	-0.7%	-$9.24K	0.44%	47
2026 Q1	$1.28M	Buy	22,008 +2,263	+11%	+$132K	0.53%	41
2025 Q4	$1.2M	Buy	19,745 +10,463	+113%	+$503K	0.53%	38
2025 Q3	$419K	Buy	9,282 +741	+9%	+$34.6K	0.2%	113
2025 Q2	$395K	Buy	8,541 +1,911	+29%	+$93.8K	0.24%	94
2025 Q1	$404K	Buy	+6,630	New	+$386K	0.3%	90

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QTR Family Wealth's BMY Position: Q2 2026 in Review

QTR Family Wealth reduced its Bristol-Myers Squibb (BMY) stake by 0.73% in Q2 2026, selling an estimated $9.24K and leaving 21,847 shares worth $1.26M. The position accounts for 0.44% of the portfolio, ranked #47.

QTR Family Wealth first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q1 2026. 889 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

QTR Family Wealth held 21,847 shares of Bristol-Myers Squibb worth $1.26M as of Q2 2026.
QTR Family Wealth sold 161 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.24K.
Bristol-Myers Squibb made up 0.44% of QTR Family Wealth's portfolio in Q2 2026, its #47 holding.
QTR Family Wealth first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
QTR Family Wealth's Bristol-Myers Squibb position peaked at $1.28M in Q1 2026.
889 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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