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Riversedge Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Riversedge 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 		$1.13M Buy
19,575
+2,588
+15% +$149K 0.15% 63
2026
Q1 		$1.03M Buy
16,987
+1,381
+9% +$80.5K 0.17% 55
2025
Q4 		$842K Buy
15,606
+7,435
+91% +$358K 0.14% 52
2025
Q3 		$369K Buy
8,171
+3,105
+61% +$145K 0.06% 98
2025
Q2 		$235K Sell
5,066
-369
-7% -$18.1K 0.05% 108
2025
Q1 		$331K Sell
5,435
-197
-3% -$11.5K 0.07% 82
2024
Q4 		$319K Buy
5,632
+583
+12% +$32.6K 0.07% 75
2024
Q3 		$261K Buy
+5,049
New +$237K 0.06% 74
2024
Q2 		– Sell
-5,388
Closed -$292K – 94
2024
Q1 		$292K Buy
5,388
+208
+4% +$10.6K 0.07% 67
2023
Q4 		$266K Sell
5,180
-511
-9% -$26.8K 0.07% 67
2023
Q3 		$330K Buy
5,691
+178
+3% +$10.9K 0.1% 57
2023
Q2 		$353K Sell
5,513
-301
-5% -$20.2K 0.1% 58
2023
Q1 		$403K Sell
5,814
-394
-6% -$27.8K 0.12% 55
2022
Q4 		$447K Buy
6,208
+168
+3% +$12.7K 0.14% 53
2022
Q3 		$429K Hold
6,040
– – 0.16% 54
2022
Q2 		$465K Buy
6,040
+1
+0% +$76 0.17% 48
2022
Q1 		$441K Hold
6,039
– – 0.14% 48
2021
Q4 		$377K Hold
6,039
– – 0.12% 53
2021
Q3 		$357K Buy
6,039
+207
+4% +$13.6K 0.12% 45
2021
Q2 		$390K Hold
5,832
– – 0.14% 35
2021
Q1 		$368K Sell
5,832
-524
-8% -$32.6K 0.16% 34
2020
Q4 		$394K Buy
6,356
+436
+7% +$26.8K 0.18% 35
2020
Q3 		$357K Buy
5,920
+4
+0.1% +$241 0.19% 35
2020
Q2 		$348K Buy
+5,916
New +$354K 0.2% 35

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Riversedge Advisors's BMY Position: Q2 2026 in Review

Riversedge Advisors increased its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, buying an estimated $149K and bringing the position to 19,575 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #63.

Riversedge Advisors first reported a position in BMY in Q2 2020 and has held it in 24 quarters since. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Riversedge Advisors held 19,575 shares of Bristol-Myers Squibb worth $1.13M as of Q2 2026.
  • Riversedge Advisors bought 2,588 Bristol-Myers Squibb shares in Q2 2026, an estimated $149K.
  • Bristol-Myers Squibb made up 0.15% of Riversedge Advisors's portfolio in Q2 2026, its #63 holding.
  • Riversedge Advisors first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 24 quarters since.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.