RWB
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RMR Wealth Builders’s Bristol-Myers Squibb BMY Stock Holding History

RMR Wealth Builders’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 		$651K Buy
11,291
+3,900
+53% +$224K 0.04% 170
2026
Q1 		$448K Buy
7,391
+477
+7% +$27.8K 0.04% 186
2025
Q4 		$373K Buy
6,914
+2,106
+44% +$101K 0.03% 207
2025
Q3 		$217K Buy
4,808
+477
+11% +$22.3K 0.02% 265
2025
Q2 		$200K Sell
4,331
-1,016
-19% -$49.9K 0.02% 278
2025
Q1 		$326K Sell
5,347
-338
-6% -$19.7K 0.03% 192
2024
Q4 		$322K Buy
5,685
+37
+0.7% +$2.07K 0.03% 199
2024
Q3 		$292K Sell
5,648
-108
-2% -$5.07K 0.03% 209
2024
Q2 		$239K Sell
5,756
-49
-0.8% -$2.19K 0.03% 221
2024
Q1 		$315K Buy
5,805
+517
+10% +$26.3K 0.04% 207
2023
Q4 		$271K Sell
5,288
-152
-3% -$7.98K 0.04% 200
2023
Q3 		$316K Sell
5,440
-109
-2% -$6.68K 0.05% 179
2023
Q2 		$355K Buy
5,549
+28
+0.5% +$1.88K 0.06% 147
2023
Q1 		$383K Sell
5,521
-292
-5% -$20.6K 0.07% 135
2022
Q4 		$418K Buy
5,813
+10
+0.2% +$754 0.09% 114
2022
Q3 		$413K Buy
5,803
+26
+0.5% +$1.89K 0.1% 107
2022
Q2 		$445K Sell
5,777
-869
-13% -$66.2K 0.11% 114
2022
Q1 		$485K Buy
6,646
+238
+4% +$16K 0.1% 123
2021
Q4 		$400K Buy
6,408
+238
+4% +$14K 0.11% 79
2021
Q3 		$365K Buy
6,170
+356
+6% +$23.4K 0.11% 119
2021
Q2 		$388K Sell
5,814
-145
-2% -$9.46K 0.13% 114
2021
Q1 		$376K Buy
5,959
+1,361
+30% +$84.7K 0.1% 122
2020
Q4 		$285K Sell
4,598
-6,713
-59% -$413K 0.14% 114
2020
Q3 		$682K Buy
11,311
+10,959
+3,113% +$660K 0.18% 89
2020
Q2 		$21K Buy
+352
New +$21.1K 0.02% 306
2019
Q4 		$81K Buy
+1,265
New +$72.4K 0.08% 191

Other funds holding BMY

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RMR Wealth Builders's BMY Position: Q2 2026 in Review

RMR Wealth Builders increased its Bristol-Myers Squibb (BMY) stake by 53% in Q2 2026, buying an estimated $224K and bringing the position to 11,291 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #170.

RMR Wealth Builders first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $682K in Q3 2020. 855 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • RMR Wealth Builders held 11,291 shares of Bristol-Myers Squibb worth $651K as of Q2 2026.
  • RMR Wealth Builders bought 3,900 Bristol-Myers Squibb shares in Q2 2026, an estimated $224K.
  • Bristol-Myers Squibb made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #170 holding.
  • RMR Wealth Builders first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Bristol-Myers Squibb position peaked at $682K in Q3 2020.
  • 855 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.