Secured Retirement Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Secured Retirement 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	$509K	Sell	8,833 -348	-4%	-$20K	0.26%	111
2026 Q1	$557K	Buy	9,181 +1,579	+21%	+$92K	0.32%	100
2025 Q4	$410K	Buy	7,602 +437	+6%	+$21K	0.23%	102
2025 Q3	$323K	Buy	7,165 +2,486	+53%	+$116K	0.18%	108
2025 Q2	$217K	Buy	4,679 +732	+19%	+$35.9K	0.13%	110
2025 Q1	$241K	Buy	+3,947	New	+$230K	0.16%	110

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

Secured Retirement Advisors's BMY Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Bristol-Myers Squibb (BMY) stake by 3.8% in Q2 2026, selling an estimated $20K and leaving 8,833 shares worth $509K. The position accounts for 0.26% of the portfolio, ranked #111.

Secured Retirement Advisors first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $557K in Q1 2026. 929 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Secured Retirement Advisors held 8,833 shares of Bristol-Myers Squibb worth $509K as of Q2 2026.
Secured Retirement Advisors sold 348 Bristol-Myers Squibb shares in Q2 2026, an estimated $20K.
Bristol-Myers Squibb made up 0.26% of Secured Retirement Advisors's portfolio in Q2 2026, its #111 holding.
Secured Retirement Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
Secured Retirement Advisors's Bristol-Myers Squibb position peaked at $557K in Q1 2026.
929 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.