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

Sax 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 		$404K Sell
6,662
-684
-9% -$39.3K 0.02% 387
2026
Q1 		$396K Sell
7,346
-137
-2% -$7.99K 0.02% 334
2025
Q4 		$404K Sell
7,483
-413
-5% -$19.9K 0.02% 335
2025
Q3 		$356K Buy
7,896
+1,795
+29% +$83.8K 0.02% 326
2025
Q2 		$282K Sell
6,101
-242
-4% -$11.9K 0.02% 352
2025
Q1 		$387K Buy
6,343
+307
+5% +$17.9K 0.03% 251
2024
Q4 		$341K Sell
6,036
-2,062
-25% -$115K 0.03% 246
2024
Q3 		$419K Buy
8,098
+487
+6% +$22.8K 0.04% 176
2024
Q2 		$316K Sell
7,611
-6,089
-44% -$272K 0.03% 203
2024
Q1 		$743K Sell
13,700
-155
-1% -$7.9K 0.09% 88
2023
Q4 		$711K Buy
13,855
+275
+2% +$14.4K 0.12% 92
2023
Q3 		$788K Buy
13,580
+1,477
+12% +$90.5K 0.16% 81
2023
Q2 		$774K Buy
12,103
+11
+0.1% +$738 0.15% 79
2023
Q1 		$838K Buy
12,092
+284
+2% +$20K 0.18% 72
2022
Q4 		$850K Sell
11,808
-1,400
-11% -$106K 0.2% 66
2022
Q3 		$939K Sell
13,208
-372
-3% -$27K 0.24% 63
2022
Q2 		$1.05M Sell
13,580
-1,429
-10% -$109K 0.27% 60
2022
Q1 		$1.1M Sell
15,009
-2,787
-16% -$187K 0.27% 56
2021
Q4 		$1.11M Buy
17,796
+461
+3% +$27K 0.23% 64
2021
Q3 		$1.03M Buy
17,335
+2,668
+18% +$176K 0.24% 63
2021
Q2 		$980K Sell
14,667
-46
-0.3% -$3K 0.34% 59
2021
Q1 		$929K Sell
14,713
-329
-2% -$20.5K 0.34% 57
2020
Q4 		$933K Buy
+15,042
New +$925K 0.43% 51

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

Sax Wealth Advisors's BMY Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 9.3% in Q2 2026, selling an estimated $39.3K and leaving 6,662 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #387.

Sax Wealth Advisors first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q4 2021. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Sax Wealth Advisors held 6,662 shares of Bristol-Myers Squibb worth $404K as of Q2 2026.
  • Sax Wealth Advisors sold 684 Bristol-Myers Squibb shares in Q2 2026, an estimated $39.3K.
  • Bristol-Myers Squibb made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #387 holding.
  • Sax Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Bristol-Myers Squibb position peaked at $1.11M in Q4 2021.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.