Solitude Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Solitude Financial Services’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	$225K	Sell	3,910 -1,700	-30%	-$97.6K	0.06%	39
2026 Q1	$325K	Sell	5,610 -300	-5%	-$17.5K	0.1%	34
2025 Q4	$319K	Sell	5,910 -8,600	-59%	-$414K	0.11%	33
2025 Q3	$654K	Buy	14,510 +3,700	+34%	+$173K	0.22%	29
2025 Q2	$500K	Sell	10,810 -500	-4%	-$24.5K	0.18%	28
2025 Q1	$690K	Buy	11,310 +1,000	+10%	+$58.3K	0.27%	24
2024 Q4	$583K	Hold	10,310	–	–	0.26%	22
2024 Q3	$533K	Buy	10,310 +1,509	+17%	+$70.8K	0.23%	24
2024 Q2	$366K	Buy	8,801 +2,801	+47%	+$125K	0.17%	29
2024 Q1	$325K	Buy	+6,000	New	+$306K	0.15%	31

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

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

Solitude Financial Services's BMY Position: Q2 2026 in Review

Solitude Financial Services reduced its Bristol-Myers Squibb (BMY) stake by 30% in Q2 2026, selling an estimated $97.6K and leaving 3,910 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #39.

Solitude Financial Services first reported a position in BMY in Q1 2024 and has held it in 10 quarters since. The position peaked at $690K in Q1 2025. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Solitude Financial Services held 3,910 shares of Bristol-Myers Squibb worth $225K as of Q2 2026.
Solitude Financial Services sold 1,700 Bristol-Myers Squibb shares in Q2 2026, an estimated $97.6K.
Bristol-Myers Squibb made up 0.06% of Solitude Financial Services's portfolio in Q2 2026, its #39 holding.
Solitude Financial Services first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 10 quarters since.
Solitude Financial Services's Bristol-Myers Squibb position peaked at $690K in Q1 2025.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.