Spartan Planning & Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Spartan Planning & 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	–	Sell	-4,824	Closed	-$293K	–	77
2026 Q1	$293K	Buy	4,824 +792	+20%	+$46.2K	0.22%	55
2025 Q4	$217K	Buy	+4,032	New	+$194K	0.16%	76
2025 Q2	–	Sell	-3,810	Closed	-$232K	–	79
2025 Q1	$232K	Sell	3,810 -199	-5%	-$11.6K	0.23%	62
2024 Q4	$227K	Buy	+4,009	New	+$224K	0.21%	66
2023 Q4	$154	Hold	3	–	–	﹤0.01%	187
2023 Q3	$174	Buy	+3	New	+$184	﹤0.01%	153
2022 Q4	$45.2K	Sell	628 -377	-38%	-$28.4K	0.06%	102
2022 Q3	$71K	Sell	1,005 -653	-39%	-$47.4K	0.09%	42
2022 Q2	$128K	Buy	1,658 +622	+60%	+$47.4K	0.17%	42
2022 Q1	$76K	Buy	+1,036	New	+$69.6K	0.1%	76

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

Spartan Planning & Wealth Management's BMY Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 4,824 shares — an estimated $293K sold.

Spartan Planning & Wealth Management first reported a position in BMY in Q1 2022 and held it in 10 quarters. The position peaked at $293K in Q1 2026. 874 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Spartan Planning & Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 4,824 Bristol-Myers Squibb shares in Q2 2026, an estimated $293K.
Spartan Planning & Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 10 quarters.
Spartan Planning & Wealth Management's Bristol-Myers Squibb position peaked at $293K in Q1 2026.
874 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.