Spectrum Planning & Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Spectrum Planning & Advisory 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	$211K	Buy	+3,667	New	+$211K	0.09%	108

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Spectrum Planning & Advisory Services's BMY Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 3,667 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #108 among its holdings.

440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Spectrum Planning & Advisory Services held 3,667 shares of Bristol-Myers Squibb worth $211K as of Q2 2026.
Bristol-Myers Squibb was a new Spectrum Planning & Advisory Services position in Q2 2026.
Bristol-Myers Squibb made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #108 holding.
440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.