San Luis Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

San Luis Wealth 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	$1.01M	Sell	17,454 -1,843	-10%	-$106K	0.15%	100
2026 Q1	$1.17M	Sell	19,297 -582	-3%	-$33.9K	0.19%	79
2025 Q4	$1.07M	Buy	19,879 +4,185	+27%	+$201K	0.18%	76
2025 Q3	$708K	Buy	15,694 +2,006	+15%	+$93.7K	0.13%	103
2025 Q2	$634K	Sell	13,688 -2,299	-14%	-$113K	0.14%	88
2025 Q1	$975K	Sell	15,987 -99,229	-86%	-$5.78M	0.22%	54
2024 Q4	$6.52M	Sell	115,216 -2,742	-2%	-$153K	1.23%	20
2024 Q3	$6.1M	Buy	117,958 +24,883	+27%	+$1.17M	1.26%	19
2024 Q2	$3.83M	Buy	+93,075	New	+$4.16M	0.92%	33
2023 Q3	–	Sell	-20,031	Closed	-$1.28M	–	79
2023 Q2	$1.28M	Buy	20,031 +5,188	+35%	+$348K	0.45%	60
2023 Q1	$1.03M	Buy	+14,843	New	+$1.05M	0.39%	69
2022 Q2	–	Sell	-1,570	Closed	-$98K	–	110
2022 Q1	$98K	Buy	+1,570	New	+$105K	0.05%	196

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

San Luis Wealth Advisors's BMY Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 9.6% in Q2 2026, selling an estimated $106K and leaving 17,454 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #100.

San Luis Wealth Advisors first reported a position in BMY in Q1 2022 and has held it in 12 quarters since. The position peaked at $6.52M in Q4 2024. 888 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

San Luis Wealth Advisors held 17,454 shares of Bristol-Myers Squibb worth $1.01M as of Q2 2026.
San Luis Wealth Advisors sold 1,843 Bristol-Myers Squibb shares in Q2 2026, an estimated $106K.
Bristol-Myers Squibb made up 0.15% of San Luis Wealth Advisors's portfolio in Q2 2026, its #100 holding.
San Luis Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 12 quarters since.
San Luis Wealth Advisors's Bristol-Myers Squibb position peaked at $6.52M in Q4 2024.
888 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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