Sound Income Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Sound Income Strategies’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	$292K	Buy	5,071 +2,604	+106%	+$150K	0.01%	382
2026 Q1	$152K	Sell	2,467 -605	-20%	-$35.3K	0.01%	487
2025 Q4	$170K	Buy	3,072 +171	+6%	+$8.23K	0.01%	462
2025 Q3	$130K	Buy	2,901 +302	+12%	+$14.1K	0.01%	357
2025 Q2	$120K	Sell	2,599 -3,751	-59%	-$184K	0.01%	356
2025 Q1	$387K	Buy	6,350 +336	+6%	+$19.6K	0.02%	205
2024 Q4	$340K	Buy	6,014 +3,244	+117%	+$181K	0.02%	190
2024 Q3	$143K	Buy	2,770 +885	+47%	+$41.5K	0.01%	290
2024 Q2	$78.3K	Buy	1,885 +255	+16%	+$11.4K	﹤0.01%	373
2024 Q1	$88.4K	Sell	1,630 -9	-0.5%	-$458	0.01%	333
2023 Q4	$84.1K	Buy	1,639 +672	+69%	+$35.3K	0.01%	313
2023 Q3	$56.1K	Buy	967 +148	+18%	+$9.07K	﹤0.01%	294
2023 Q2	$52.4K	Sell	819 -700	-46%	-$46.9K	0.01%	296
2023 Q1	$105K	Sell	1,519 -287	-16%	-$20.2K	0.01%	195
2022 Q4	$130K	Buy	1,806 +253	+16%	+$19.1K	0.02%	168
2022 Q3	$110K	Buy	1,553 +16	+1%	+$1.16K	0.02%	167
2022 Q2	$118K	Hold	1,537	–	–	0.02%	160
2022 Q1	$112K	Sell	1,537 -104	-6%	-$6.98K	0.01%	163
2021 Q4	$102K	Sell	1,641 -26	-2%	-$1.52K	0.01%	174
2021 Q3	$99K	Buy	1,667 +2	+0.1%	+$132	0.01%	171
2021 Q2	$111K	Sell	1,665 -9	-0.5%	-$587	0.02%	166
2021 Q1	$106K	Buy	1,674 +130	+8%	+$8.09K	0.02%	168
2020 Q4	$96K	Buy	1,544 +2	+0.1%	+$123	0.02%	153
2020 Q3	$93K	Buy	1,542 +2	+0.1%	+$120	0.03%	130
2020 Q2	$91K	Buy	1,540 +84	+6%	+$5.02K	0.03%	110
2020 Q1	$81K	Buy	1,456 +1,351	+1,287%	+$82.6K	0.03%	95
2019 Q4	$7K	Hold	105	–	–	﹤0.01%	389
2019 Q3	$5K	Hold	105	–	–	﹤0.01%	411
2019 Q2	$5K	Sell	105 -150	-59%	-$6.99K	﹤0.01%	431
2019 Q1	$12K	Hold	255	–	–	0.01%	301
2018 Q4	$13K	Hold	255	–	–	0.01%	285
2018 Q3	$16K	Sell	255 -5	-2%	-$297	0.01%	267
2018 Q2	$14K	Buy	260 +5	+2%	+$270	0.01%	256
2018 Q1	$16K	Hold	255	–	–	0.01%	222
2017 Q4	$16K	Buy	+255	New	+$15.9K	0.01%	159

Other funds holding BMY

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

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

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sound Income Strategies's BMY Position: Q2 2026 in Review

Sound Income Strategies increased its Bristol-Myers Squibb (BMY) stake by 106% in Q2 2026, buying an estimated $150K and bringing the position to 5,071 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #382.

Sound Income Strategies first reported a position in BMY in Q4 2017 and has held it in 35 quarters since. The position peaked at $387K in Q1 2025. 1,233 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Sound Income Strategies held 5,071 shares of Bristol-Myers Squibb worth $292K as of Q2 2026.
Sound Income Strategies bought 2,604 Bristol-Myers Squibb shares in Q2 2026, an estimated $150K.
Bristol-Myers Squibb made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #382 holding.
Sound Income Strategies first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 35 quarters since.
Sound Income Strategies's Bristol-Myers Squibb position peaked at $387K in Q1 2025.
1,233 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.