Smith Salley Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Smith Salley Wealth 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	$659K	Buy	11,437 +888	+8%	+$51K	0.03%	181
2026 Q1	$640K	Sell	10,549 -103	-1%	-$6K	0.03%	177
2025 Q4	$575K	Buy	10,652 +1,486	+16%	+$71.5K	0.03%	181
2025 Q3	$413K	Sell	9,166 -130	-1%	-$6.07K	0.02%	198
2025 Q2	$430K	Hold	9,296	–	–	0.02%	183
2025 Q1	$567K	Hold	9,296	–	–	0.04%	169
2024 Q4	$526K	Sell	9,296 -269	-3%	-$15K	0.03%	169
2024 Q3	$495K	Sell	9,565 -578	-6%	-$27.1K	0.03%	174
2024 Q2	$421K	Sell	10,143 -5,204	-34%	-$233K	0.03%	178
2024 Q1	$832K	Buy	15,347 +7,676	+100%	+$391K	0.06%	139
2023 Q4	$394K	Sell	7,671 -5,795	-43%	-$304K	0.03%	197
2023 Q3	$782K	Buy	13,466 +917	+7%	+$56.2K	0.06%	143
2023 Q2	$802K	Sell	12,549 -150	-1%	-$10.1K	0.06%	139
2023 Q1	$880K	Buy	12,699 +626	+5%	+$44.2K	0.07%	137
2022 Q4	$869K	Buy	12,073 +670	+6%	+$50.5K	0.07%	134
2022 Q3	$811K	Buy	11,403 +118	+1%	+$8.56K	0.08%	133
2022 Q2	$868K	Buy	11,285 +1,710	+18%	+$130K	0.08%	136
2022 Q1	$699K	Sell	9,575 -1,384	-13%	-$92.9K	0.05%	163
2021 Q4	$683K	Sell	10,959 -2,550	-19%	-$150K	0.05%	172
2021 Q3	$799K	Buy	13,509 +1,725	+15%	+$114K	0.06%	156
2021 Q2	$788K	Buy	11,784 +884	+8%	+$57.6K	0.06%	156
2021 Q1	$688K	Buy	10,900 +1,876	+21%	+$117K	0.06%	149
2020 Q4	$559K	Buy	9,024 +43	+0.5%	+$2.64K	0.06%	147
2020 Q3	$541K	Buy	8,981 +6	+0.1%	+$361	0.07%	124
2020 Q2	$528K	Sell	8,975 -5,675	-39%	-$339K	0.07%	124
2020 Q1	$817K	Sell	14,650 -3,342	-19%	-$204K	0.14%	100
2019 Q4	$1.16M	Buy	17,992 +13,981	+349%	+$801K	0.15%	97
2019 Q3	$203K	Buy	+4,011	New	+$189K	0.03%	186
2019 Q2	–	Sell	-5,899	Closed	-$281K	–	191
2019 Q1	$281K	Sell	5,899 -18	-0.3%	-$897	0.05%	156
2018 Q4	$308K	Sell	5,917 -57	-1%	-$3.06K	0.06%	141
2018 Q3	$371K	Buy	5,974 +714	+14%	+$42.4K	0.06%	138
2018 Q2	$291K	Sell	5,260 -3,197	-38%	-$173K	0.05%	149
2018 Q1	$535K	Buy	8,457 +167	+2%	+$10.7K	0.1%	112
2017 Q4	$508K	Buy	8,290 +133	+2%	+$8.32K	0.09%	119
2017 Q3	$520K	Buy	8,157 +3,382	+71%	+$197K	0.1%	114
2017 Q2	$266K	Sell	4,775 -321	-6%	-$17.5K	0.05%	147
2017 Q1	$277K	Sell	5,096 -54,854	-91%	-$3.01M	0.06%	138
2016 Q4	$3.5M	Sell	59,950 -121	-0.2%	-$6.62K	0.73%	52
2016 Q3	$3.24M	Buy	60,071 +10,323	+21%	+$663K	0.72%	56
2016 Q2	$3.66M	Buy	49,748 +8,085	+19%	+$571K	0.85%	46
2016 Q1	$2.66M	Buy	41,663 +485	+1%	+$30.6K	0.67%	51
2015 Q4	$2.83M	Sell	41,178 -143	-0.3%	-$9.45K	0.71%	49
2015 Q3	$2.45M	Buy	41,321 +1,323	+3%	+$83.9K	0.66%	49
2015 Q2	$2.66M	Sell	39,998 -5,722	-13%	-$377K	0.68%	50
2015 Q1	$2.95M	Sell	45,720 -2,928	-6%	-$183K	0.75%	48
2014 Q4	$2.87M	Buy	48,648 +5,203	+12%	+$293K	0.75%	46
2014 Q3	$2.22M	Buy	43,445 +14,233	+49%	+$711K	0.59%	52
2014 Q2	$1.42M	Buy	29,212 +15,882	+119%	+$783K	0.38%	82
2014 Q1	$693K	Buy	13,330 +3,045	+30%	+$162K	0.43%	58
2013 Q4	$547K	Buy	10,285 +4,084	+66%	+$208K	0.36%	57
2013 Q3	$287K	Buy	6,201 +1,235	+25%	+$54.2K	0.23%	66
2013 Q2	$222K	Buy	+4,966	New	+$216K	0.18%	86

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

Smith Salley Wealth Management's BMY Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 8.4% in Q2 2026, buying an estimated $51K and bringing the position to 11,437 shares worth $659K. The position accounts for 0.03% of the portfolio, ranked #181.

Smith Salley Wealth Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.66M in Q2 2016. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Smith Salley Wealth Management held 11,437 shares of Bristol-Myers Squibb worth $659K as of Q2 2026.
Smith Salley Wealth Management bought 888 Bristol-Myers Squibb shares in Q2 2026, an estimated $51K.
Bristol-Myers Squibb made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #181 holding.
Smith Salley Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Smith Salley Wealth Management's Bristol-Myers Squibb position peaked at $3.66M in Q2 2016.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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