Quantum Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Quantum Financial Advisors’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	$282K	Buy	4,902 +2	+0%	+$115	0.03%	185
2026 Q1	$297K	Buy	4,900 +528	+12%	+$30.8K	0.03%	165
2025 Q4	$236K	Buy	+4,372	New	+$210K	0.03%	184
2025 Q2	–	Sell	-3,753	Closed	-$229K	–	183
2025 Q1	$229K	Sell	3,753 -1,430	-28%	-$83.4K	0.03%	157
2024 Q4	$293K	Buy	+5,183	New	+$290K	0.04%	129
2023 Q1	–	Sell	-2,818	Closed	-$203K	–	95
2022 Q4	$203K	Buy	+2,818	New	+$212K	0.09%	88

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

Quantum Financial Advisors's BMY Position: Q2 2026 in Review

Quantum Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.04% in Q2 2026, buying an estimated $115 and bringing the position to 4,902 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #185.

Quantum Financial Advisors first reported a position in BMY in Q4 2022 and has held it in 6 quarters since. The position peaked at $297K in Q1 2026. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Quantum Financial Advisors held 4,902 shares of Bristol-Myers Squibb worth $282K as of Q2 2026.
Quantum Financial Advisors bought 2 Bristol-Myers Squibb shares in Q2 2026, an estimated $115.
Bristol-Myers Squibb made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #185 holding.
Quantum Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 6 quarters since.
Quantum Financial Advisors's Bristol-Myers Squibb position peaked at $297K in Q1 2026.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.