Smith Thornton Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Smith Thornton 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	–	Sell	-3,829	Closed	-$232K	–	141
2026 Q1	$232K	Hold	3,829	–	–	0.12%	118
2025 Q4	$207K	Buy	+3,829	New	+$184K	0.11%	125
2025 Q2	–	Sell	-3,920	Closed	-$239K	–	134
2025 Q1	$239K	Buy	3,920 +39	+1%	+$2.27K	0.15%	121
2024 Q4	$220K	Sell	3,881 -30	-0.8%	-$1.68K	0.14%	131
2024 Q3	$202K	Buy	+3,911	New	+$183K	0.13%	135

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 Thornton Advisors's BMY Position: Q2 2026 in Review

Smith Thornton Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,829 shares — an estimated $232K sold.

Smith Thornton Advisors first reported a position in BMY in Q3 2024 and held it in 5 quarters. The position peaked at $239K in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Smith Thornton Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Smith Thornton Advisors sold 3,829 Bristol-Myers Squibb shares in Q2 2026, an estimated $232K.
Smith Thornton Advisors first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 5 quarters.
Smith Thornton Advisors's Bristol-Myers Squibb position peaked at $239K in Q1 2025.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.