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

Red Door 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 		$936K Buy
16,247
+1,601
+11% +$91.9K 0.09% 121
2026
Q1 		$888K Sell
14,646
-90
-0.6% -$5.25K 0.09% 112
2025
Q4 		$795K Sell
14,736
-1,536
-9% -$73.9K 0.08% 120
2025
Q3 		$734K Buy
16,272
+131
+0.8% +$6.12K 0.08% 126
2025
Q2 		$747K Buy
16,141
+5,549
+52% +$272K 0.09% 125
2025
Q1 		$646K Sell
10,592
-196
-2% -$11.4K 0.1% 114
2024
Q4 		$610K Buy
10,788
+435
+4% +$24.3K 0.09% 116
2024
Q3 		$536K Sell
10,353
-482
-4% -$22.6K 0.09% 118
2024
Q2 		$450K Buy
10,835
+1,384
+15% +$61.9K 0.08% 124
2024
Q1 		$513K Buy
9,451
+1,212
+15% +$61.7K 0.1% 111
2023
Q4 		$423K Sell
8,239
-4,325
-34% -$227K 0.09% 122
2023
Q3 		$729K Buy
12,564
+1,962
+19% +$120K 0.18% 82
2023
Q2 		$678K Buy
10,602
+105
+1% +$7.04K 0.15% 107
2023
Q1 		$728K Buy
10,497
+292
+3% +$20.6K 0.23% 79
2022
Q4 		$734K Buy
10,205
+1
+0% +$75 0.24% 78
2022
Q3 		$725K Buy
10,204
+280
+3% +$20.3K 0.27% 74
2022
Q2 		$764K Buy
9,924
+474
+5% +$36.1K 0.28% 71
2022
Q1 		$690K Buy
9,450
+147
+2% +$9.87K 0.23% 75
2021
Q4 		$580K Buy
9,303
+1,351
+17% +$79.3K 0.19% 88
2021
Q3 		$471K Sell
7,952
-1
-0% -$66 0.18% 93
2021
Q2 		$531K Buy
7,953
+418
+6% +$27.3K 0.21% 88
2021
Q1 		$477K Buy
7,535
+722
+11% +$44.9K 0.24% 80
2020
Q4 		$423K Sell
6,813
-202
-3% -$12.4K 0.25% 81
2020
Q3 		$422K Buy
7,015
+1,059
+18% +$63.7K 0.31% 75
2020
Q2 		$350K Buy
5,956
+1,464
+33% +$87.6K 0.26% 76
2020
Q1 		$250K Buy
4,492
+1,164
+35% +$71.1K 0.24% 74
2019
Q4 		$221K Buy
+3,328
New +$191K 0.2% 95

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Red Door Wealth Management's BMY Position: Q2 2026 in Review

Red Door Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $91.9K and bringing the position to 16,247 shares worth $936K. The position accounts for 0.09% of the portfolio, ranked #121.

Red Door Wealth Management first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. 936 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Red Door Wealth Management held 16,247 shares of Bristol-Myers Squibb worth $936K as of Q2 2026.
  • Red Door Wealth Management bought 1,601 Bristol-Myers Squibb shares in Q2 2026, an estimated $91.9K.
  • Bristol-Myers Squibb made up 0.09% of Red Door Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Red Door Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • 936 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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