Secure Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Secure Asset Management’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	$481K	Sell	8,353 -1,643	-16%	-$94.3K	0.07%	192
2026 Q1	$606K	Sell	9,996 -188	-2%	-$11K	0.1%	161
2025 Q4	$549K	Buy	10,184 +62	+0.6%	+$2.98K	0.09%	180
2025 Q3	$480K	Sell	10,122 -67	-0.7%	-$3.13K	0.08%	185
2025 Q2	$472K	Sell	10,189 -323	-3%	-$15.9K	0.09%	193
2025 Q1	$641K	Buy	10,512 +664	+7%	+$38.7K	0.13%	151
2024 Q4	$557K	Buy	9,848 +2,700	+38%	+$151K	0.08%	181
2024 Q3	$370K	Buy	+7,148	New	+$335K	0.06%	218
2024 Q1	–	Sell	-4,956	Closed	-$254K	–	231
2023 Q4	$254K	Buy	4,956 +285	+6%	+$15K	0.07%	190
2023 Q3	$271K	Sell	4,671 -153	-3%	-$9.38K	0.08%	178
2023 Q2	$309K	Buy	4,824 +131	+3%	+$8.78K	0.09%	146
2023 Q1	$325K	Buy	4,693 +27	+0.6%	+$1.9K	0.11%	143
2022 Q4	$336K	Buy	4,666 +41	+0.9%	+$3.09K	0.12%	137
2022 Q3	$329K	Buy	4,625 +33	+0.7%	+$2.39K	0.18%	103
2022 Q2	$354K	Sell	4,592 -6,170	-57%	-$470K	0.2%	106
2022 Q1	$786K	Buy	10,762 +1,821	+20%	+$122K	0.35%	54
2021 Q4	$557K	Sell	8,941 -989	-10%	-$58K	0.23%	80
2021 Q3	$588K	Sell	9,930 -422	-4%	-$27.8K	0.29%	58
2021 Q2	$692K	Buy	10,352 +2,104	+26%	+$137K	0.35%	48
2021 Q1	$521K	Buy	8,248 +564	+7%	+$35.1K	0.29%	73
2020 Q4	$477K	Buy	7,684 +4,266	+125%	+$262K	0.28%	77
2020 Q3	$206K	Buy	+3,418	New	+$206K	0.14%	131
2020 Q1	–	Sell	-19,259	Closed	-$1.24M	–	116
2019 Q4	$1.24M	Buy	+19,259	New	+$1.1M	0.87%	27

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Secure Asset Management's BMY Position: Q2 2026 in Review

Secure Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 16% in Q2 2026, selling an estimated $94.3K and leaving 8,353 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #192.

Secure Asset Management first reported a position in BMY in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.24M in Q4 2019. 953 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Secure Asset Management held 8,353 shares of Bristol-Myers Squibb worth $481K as of Q2 2026.
Secure Asset Management sold 1,643 Bristol-Myers Squibb shares in Q2 2026, an estimated $94.3K.
Bristol-Myers Squibb made up 0.07% of Secure Asset Management's portfolio in Q2 2026, its #192 holding.
Secure Asset Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 23 quarters since.
Secure Asset Management's Bristol-Myers Squibb position peaked at $1.24M in Q4 2019.
953 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.