Ritter Daniher Financial Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Ritter Daniher Financial Advisory’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	$375K	Hold	6,513	–	–	0.06%	122
2026 Q1	$395K	Sell	6,513 -50	-0.8%	-$2.92K	0.07%	113
2025 Q4	$354K	Buy	6,563 +500	+8%	+$24.1K	0.06%	120
2025 Q3	$273K	Hold	6,063	–	–	0.05%	138
2025 Q2	$281K	Hold	6,063	–	–	0.07%	75
2025 Q1	$370K	Buy	6,063 +50	+0.8%	+$2.91K	0.1%	61
2024 Q4	$340K	Hold	6,013	–	–	0.1%	63
2024 Q3	$311K	Hold	6,013	–	–	0.09%	67
2024 Q2	$250K	Hold	6,013	–	–	0.08%	68
2024 Q1	$326K	Sell	6,013 -92	-2%	-$4.69K	0.11%	61
2023 Q4	$313K	Hold	6,105	–	–	0.12%	58
2023 Q3	$354K	Hold	6,105	–	–	0.15%	53
2023 Q2	$390K	Hold	6,105	–	–	0.16%	49
2023 Q1	$423K	Hold	6,105	–	–	0.19%	47
2022 Q4	$439K	Hold	6,105	–	–	0.21%	47
2022 Q3	$434K	Hold	6,105	–	–	0.31%	42
2022 Q2	$470K	Hold	6,105	–	–	0.33%	36
2022 Q1	$446K	Hold	6,105	–	–	0.31%	35
2021 Q4	$381K	Sell	6,105 -165	-3%	-$9.68K	0.25%	38
2021 Q3	$371K	Hold	6,270	–	–	0.27%	37
2021 Q2	$419K	Hold	6,270	–	–	0.31%	31
2021 Q1	$396K	Hold	6,270	–	–	0.32%	32
2020 Q4	$389K	Buy	+6,270	New	+$386K	0.34%	32

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

Ritter Daniher Financial Advisory's BMY Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 6,513 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #122.

Ritter Daniher Financial Advisory first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $470K in Q2 2022. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Ritter Daniher Financial Advisory held 6,513 shares of Bristol-Myers Squibb worth $375K as of Q2 2026.
Ritter Daniher Financial Advisory left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.06% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #122 holding.
Ritter Daniher Financial Advisory first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Bristol-Myers Squibb position peaked at $470K in Q2 2022.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.