Smallwood Wealth Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Smallwood Wealth Investment 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	$379K	Hold	6,574	–	–	0.17%	61
2026 Q1	$399K	Hold	6,574	–	–	0.21%	48
2025 Q4	$355K	Hold	6,574	–	–	0.19%	57
2025 Q3	$297K	Hold	6,574	–	–	0.15%	69
2025 Q2	$304K	Sell	6,574 -108	-2%	-$5.3K	0.17%	62
2025 Q1	$408K	Buy	6,682 +2	+0%	+$117	0.26%	49
2024 Q4	$378K	Hold	6,680	–	–	0.26%	54
2024 Q3	$346K	Sell	6,680 -704	-10%	-$33K	0.25%	55
2024 Q2	$307K	Hold	7,384	–	–	0.24%	57
2024 Q1	$400K	Buy	7,384 +1,000	+16%	+$50.9K	0.31%	48
2023 Q4	$328K	Sell	6,384 -800	-11%	-$42K	0.27%	51
2023 Q3	$417K	Hold	7,184	–	–	0.38%	40
2023 Q2	$459K	Sell	7,184 -172	-2%	-$11.5K	0.41%	37
2023 Q1	$510K	Sell	7,356 -1,088	-13%	-$76.7K	0.48%	34
2022 Q4	$608K	Sell	8,444 -395	-4%	-$29.8K	0.51%	37
2022 Q3	$628K	Buy	8,839 +533	+6%	+$38.7K	0.56%	34
2022 Q2	$640K	Buy	8,306 +1,143	+16%	+$87.1K	0.65%	28
2022 Q1	$523K	Buy	+7,163	New	+$481K	0.49%	33

Other funds holding BMY

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Smallwood Wealth Investment Management's BMY Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 6,574 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #61.

Smallwood Wealth Investment Management first reported a position in BMY in Q1 2022 and has held it in 18 quarters since. The position peaked at $640K in Q2 2022. 1,413 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Smallwood Wealth Investment Management held 6,574 shares of Bristol-Myers Squibb worth $379K as of Q2 2026.
Smallwood Wealth Investment Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.17% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #61 holding.
Smallwood Wealth Investment Management first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 18 quarters since.
Smallwood Wealth Investment Management's Bristol-Myers Squibb position peaked at $640K in Q2 2022.
1,413 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.