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

Riverbend 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	–	Sell	-8,278	Closed	-$502K	–	177
2026 Q1	$502K	Sell	8,278 -86	-1%	-$5.01K	0.29%	92
2025 Q4	$451K	Buy	8,364 +321	+4%	+$15.4K	0.28%	94
2025 Q3	$363K	Buy	8,043 +12	+0.1%	+$560	0.25%	92
2025 Q2	$372K	Buy	8,031 +646	+9%	+$31.7K	0.28%	90
2025 Q1	$450K	Sell	7,385 -307	-4%	-$17.9K	0.4%	74
2024 Q4	$436K	Buy	+7,692	New	+$430K	0.39%	71

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Riverbend Wealth Management's BMY Position: Q2 2026 in Review

Riverbend Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 8,278 shares — an estimated $502K sold.

Riverbend Wealth Management first reported a position in BMY in Q4 2024 and held it in 6 quarters. The position peaked at $502K in Q1 2026. 896 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Riverbend Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Riverbend Wealth Management sold 8,278 Bristol-Myers Squibb shares in Q2 2026, an estimated $502K.
Riverbend Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 6 quarters.
Riverbend Wealth Management's Bristol-Myers Squibb position peaked at $502K in Q1 2026.
896 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.