RTD Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

RTD Financial 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	$917K	Sell	15,908 -2,612	-14%	-$150K	0.1%	75
2026 Q1	$1.12M	Buy	18,520 +8	+0%	+$466	0.14%	69
2025 Q4	$999K	Sell	18,512 -3,090	-14%	-$149K	0.12%	65
2025 Q3	$974K	Sell	21,602 -3,246	-13%	-$152K	0.12%	63
2025 Q2	$1.15M	Buy	24,848 +3,590	+17%	+$176K	0.15%	60
2025 Q1	$1.3M	Sell	21,258 -4,894	-19%	-$285K	0.17%	59
2024 Q4	$1.48M	Sell	26,152 -8,737	-25%	-$488K	0.19%	55
2024 Q3	$1.81M	Sell	34,889 -3,142	-8%	-$147K	0.23%	52
2024 Q2	$1.58M	Buy	+38,031	New	+$1.7M	0.21%	54
2022 Q3	–	Sell	-171,935	Closed	-$13.2M	–	93
2022 Q2	$13.2M	Sell	171,935 -2,997	-2%	-$228K	2.03%	12
2022 Q1	$12.8M	Buy	174,932 +28,051	+19%	+$1.88M	1.72%	16
2021 Q4	$9.16M	Buy	+146,881	New	+$8.62M	1.2%	20

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

RTD Financial Advisors's BMY Position: Q2 2026 in Review

RTD Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, selling an estimated $150K and leaving 15,908 shares worth $917K. The position accounts for 0.1% of the portfolio, ranked #75.

RTD Financial Advisors first reported a position in BMY in Q4 2021 and has held it in 12 quarters since. The position peaked at $13.2M in Q2 2022. 895 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

RTD Financial Advisors held 15,908 shares of Bristol-Myers Squibb worth $917K as of Q2 2026.
RTD Financial Advisors sold 2,612 Bristol-Myers Squibb shares in Q2 2026, an estimated $150K.
Bristol-Myers Squibb made up 0.1% of RTD Financial Advisors's portfolio in Q2 2026, its #75 holding.
RTD Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 12 quarters since.
RTD Financial Advisors's Bristol-Myers Squibb position peaked at $13.2M in Q2 2022.
895 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.