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SOA Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

SOA Wealth 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 		$230K Sell
3,984
-613
-13% -$35.2K 0.04% 192
2026
Q1 		$279K Sell
4,597
-772
-14% -$45K 0.05% 162
2025
Q4 		$290K Sell
5,369
-426
-7% -$20.5K 0.05% 166
2025
Q3 		$261K Buy
5,795
+73
+1% +$3.41K 0.04% 176
2025
Q2 		$265K Buy
5,722
+686
+14% +$33.7K 0.05% 172
2025
Q1 		$307K Buy
5,036
+353
+8% +$20.6K 0.06% 149
2024
Q4 		$265K Buy
4,683
+31
+0.7% +$1.73K 0.05% 157
2024
Q3 		$241K Sell
4,652
-10
-0.2% -$469 0.05% 165
2024
Q2 		$194K Buy
4,662
+759
+19% +$34K 0.04% 187
2024
Q1 		$212K Sell
3,903
-122
-3% -$6.21K 0.04% 175
2023
Q4 		$207K Sell
4,025
-15
-0.4% -$787 0.05% 170
2023
Q3 		$234K Buy
4,040
+722
+22% +$44.2K 0.06% 148
2023
Q2 		$212K Buy
3,318
+20
+0.6% +$1.34K 0.05% 155
2023
Q1 		$229K Buy
3,298
+18
+0.5% +$1.27K 0.06% 141
2022
Q4 		$236K Buy
3,280
+13
+0.4% +$980 0.06% 137
2022
Q3 		$232K Buy
3,267
+203
+7% +$14.7K 0.07% 133
2022
Q2 		$235K Buy
3,064
+354
+13% +$27K 0.07% 132
2022
Q1 		$197K Buy
2,710
+14
+0.5% +$940 0.05% 161
2021
Q4 		$168K Sell
2,696
-813
-23% -$47.7K 0.04% 174
2021
Q3 		$207K Buy
3,509
+1,032
+42% +$68K 0.05% 151
2021
Q2 		$165K Sell
2,477
-235
-9% -$15.3K 0.04% 171
2021
Q1 		$171K Sell
2,712
-13
-0.5% -$809 0.05% 149
2020
Q4 		$163K Buy
+2,725
New +$168K 0.04% 147

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOA Wealth Advisors's BMY Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, selling an estimated $35.2K and leaving 3,984 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #192.

SOA Wealth Advisors first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $307K in Q1 2025. 857 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • SOA Wealth Advisors held 3,984 shares of Bristol-Myers Squibb worth $230K as of Q2 2026.
  • SOA Wealth Advisors sold 613 Bristol-Myers Squibb shares in Q2 2026, an estimated $35.2K.
  • Bristol-Myers Squibb made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • SOA Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Bristol-Myers Squibb position peaked at $307K in Q1 2025.
  • 857 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.