Resonant Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Resonant Capital 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	$2.83M	Sell	49,118 -2,798	-5%	-$161K	0.14%	108
2026 Q1	$3.15M	Buy	51,916 +2,913	+6%	+$170K	0.17%	94
2025 Q4	$2.64M	Buy	49,003 +1,450	+3%	+$69.8K	0.15%	104
2025 Q3	$2.14M	Sell	47,553 -3,599	-7%	-$168K	0.13%	115
2025 Q2	$2.37M	Sell	51,152 -79	-0.2%	-$3.88K	0.15%	106
2025 Q1	$3.12M	Buy	51,231 +1,675	+3%	+$97.6K	0.22%	83
2024 Q4	$2.8M	Sell	49,556 -344	-0.7%	-$19.2K	0.2%	90
2024 Q3	$2.58M	Sell	49,900 -1,380	-3%	-$64.7K	0.19%	94
2024 Q2	$2.13M	Buy	51,280 +2,189	+4%	+$97.9K	0.17%	99
2024 Q1	$2.66M	Sell	49,091 -932	-2%	-$47.5K	0.23%	89
2023 Q4	$2.57M	Buy	50,023 +6,863	+16%	+$360K	0.25%	82
2023 Q3	$2.51M	Sell	43,160 -3	-0%	-$184	0.27%	83
2023 Q2	$2.76M	Buy	43,163 +129	+0.3%	+$8.65K	0.3%	78
2023 Q1	$2.98M	Sell	43,034 -227	-0.5%	-$16K	0.34%	76
2022 Q4	$3.11M	Buy	43,261 +888	+2%	+$67K	0.39%	67
2022 Q3	$3.01M	Buy	42,373 +76	+0.2%	+$5.51K	0.46%	60
2022 Q2	$3.28M	Buy	42,297 +134	+0.3%	+$10.2K	0.51%	52
2022 Q1	$3.13M	Buy	42,163 +4,958	+13%	+$333K	0.46%	56
2021 Q4	$2.32M	Buy	37,205 +5,929	+19%	+$348K	0.35%	67
2021 Q3	$1.87M	Buy	31,276 +4,153	+15%	+$274K	0.32%	70
2021 Q2	$1.81M	Buy	27,123 +545	+2%	+$35.5K	0.35%	67
2021 Q1	$1.69M	Buy	26,578 +3,237	+14%	+$201K	0.35%	68
2020 Q4	$1.46M	Buy	23,341 +1,952	+9%	+$120K	0.35%	64
2020 Q3	$1.29M	Buy	21,389 +2,908	+16%	+$175K	0.37%	63
2020 Q2	$1.09M	Sell	18,481 -454	-2%	-$27.2K	0.32%	69
2020 Q1	$1.05M	Buy	18,935 +12,852	+211%	+$786K	0.38%	80
2019 Q4	$390K	Buy	+6,083	New	+$348K	0.12%	156

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

Resonant Capital Advisors's BMY Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Bristol-Myers Squibb (BMY) stake by 5.4% in Q2 2026, selling an estimated $161K and leaving 49,118 shares worth $2.83M. The position accounts for 0.14% of the portfolio, ranked #108.

Resonant Capital Advisors first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.28M in Q2 2022. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Resonant Capital Advisors held 49,118 shares of Bristol-Myers Squibb worth $2.83M as of Q2 2026.
Resonant Capital Advisors sold 2,798 Bristol-Myers Squibb shares in Q2 2026, an estimated $161K.
Bristol-Myers Squibb made up 0.14% of Resonant Capital Advisors's portfolio in Q2 2026, its #108 holding.
Resonant Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
Resonant Capital Advisors's Bristol-Myers Squibb position peaked at $3.28M in Q2 2022.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.