QWM
BMY icon

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

Quaker 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 		$123K Buy
2,138
+223
+12% +$12.8K 0.04% 98
2026
Q1 		$116K Sell
1,915
-183
-9% -$10.7K 0.04% 102
2025
Q4 		$113K Buy
2,098
+217
+12% +$10.4K 0.04% 107
2025
Q3 		$84.8K Sell
1,881
-33
-2% -$1.54K 0.03% 116
2025
Q2 		$88.6K Buy
+1,914
New +$94K 0.03% 117
2024
Q1 		$258K Buy
4,758
+172
+4% +$8.76K 0.1% 46
2023
Q4 		$235K Sell
4,586
-1,338
-23% -$70.2K 0.11% 46
2023
Q3 		$344K Buy
5,924
+1,909
+48% +$117K 0.17% 34
2023
Q2 		$257K Buy
4,015
+1,109
+38% +$74.4K 0.12% 38
2023
Q1 		$201K Sell
2,906
-9
-0.3% -$635 0.09% 46
2022
Q4 		$210K Buy
2,915
+7
+0.2% +$528 0.11% 37
2022
Q3 		$207K Sell
2,908
-192
-6% -$13.9K 0.11% 38
2022
Q2 		$239K Buy
3,100
+7
+0.2% +$533 0.12% 36
2022
Q1 		$226K Sell
3,093
-1,392
-31% -$93.5K 0.1% 46
2021
Q4 		$280K Buy
+4,485
New +$263K 0.12% 38
2020
Q1 		– Sell
-3,120
Closed -$200K – 41
2019
Q4 		$200K Buy
+3,120
New +$179K 0.12% 48

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

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

Quaker Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,138 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #98.

Quaker Wealth Management first reported a position in BMY in Q4 2019 and has held it in 16 quarters since. The position peaked at $344K in Q3 2023. 832 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Quaker Wealth Management held 2,138 shares of Bristol-Myers Squibb worth $123K as of Q2 2026.
  • Quaker Wealth Management bought 223 Bristol-Myers Squibb shares in Q2 2026, an estimated $12.8K.
  • Bristol-Myers Squibb made up 0.04% of Quaker Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Quaker Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 16 quarters since.
  • Quaker Wealth Management's Bristol-Myers Squibb position peaked at $344K in Q3 2023.
  • 832 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.