Revolve Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Revolve Wealth Partners’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	$230K	Buy	3,987 +142	+4%	+$8.15K	0.02%	319
2026 Q1	$233K	Buy	+3,845	New	+$224K	0.03%	205
2023 Q3	–	Sell	-3,785	Closed	-$242K	–	151
2023 Q2	$242K	Buy	3,785 +754	+25%	+$50.6K	0.06%	126
2023 Q1	$210K	Sell	3,031 -634	-17%	-$44.7K	0.05%	137
2022 Q4	$264K	Buy	3,665 +772	+27%	+$58.2K	0.08%	117
2022 Q3	$206K	Sell	2,893 -12	-0.4%	-$870	0.07%	120
2022 Q2	$224K	Sell	2,905 -45	-2%	-$3.43K	0.07%	122
2022 Q1	$215K	Sell	2,950 -387	-12%	-$26K	0.06%	136
2021 Q4	$208K	Buy	+3,337	New	+$196K	0.06%	143

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

Revolve Wealth Partners's BMY Position: Q2 2026 in Review

Revolve Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 3.7% in Q2 2026, buying an estimated $8.15K and bringing the position to 3,987 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #319.

Revolve Wealth Partners first reported a position in BMY in Q4 2021 and has held it in 9 quarters since. The position peaked at $264K in Q4 2022. 831 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Revolve Wealth Partners held 3,987 shares of Bristol-Myers Squibb worth $230K as of Q2 2026.
Revolve Wealth Partners bought 142 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.15K.
Bristol-Myers Squibb made up 0.02% of Revolve Wealth Partners's portfolio in Q2 2026, its #319 holding.
Revolve Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 9 quarters since.
Revolve Wealth Partners's Bristol-Myers Squibb position peaked at $264K in Q4 2022.
831 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.