Sarver Vrooman Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sarver Vrooman 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	$42.7K	Sell	747 -20	-3%	-$1.15K	0.03%	80
2026 Q1	$46.5K	Buy	767 +28	+4%	+$1.63K	0.03%	62
2025 Q4	$39.9K	Sell	739 -446	-38%	-$21.5K	0.03%	81
2025 Q3	$53.4K	Hold	1,185	–	–	0.03%	82
2025 Q2	$54.9K	Sell	1,185 -124	-9%	-$6.09K	0.04%	79
2025 Q1	$79.8K	Buy	+1,309	New	+$76.3K	0.05%	45

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Sarver Vrooman Wealth Advisors's BMY Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 2.6% in Q2 2026, selling an estimated $1.15K and leaving 747 shares worth $42.7K. The position accounts for 0.03% of the portfolio, ranked #80.

Sarver Vrooman Wealth Advisors first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $79.8K in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Sarver Vrooman Wealth Advisors held 747 shares of Bristol-Myers Squibb worth $42.7K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 20 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.15K.
Bristol-Myers Squibb made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Sarver Vrooman Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's Bristol-Myers Squibb position peaked at $79.8K in Q1 2025.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.