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Spire Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Spire 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 		$342K Sell
5,931
-742
-11% -$42.6K 0.01% 639
2026
Q1 		$405K Sell
6,673
-483
-7% -$28.2K 0.01% 593
2025
Q4 		$386K Buy
7,156
+365
+5% +$17.6K 0.01% 606
2025
Q3 		$306K Sell
6,791
-1,137
-14% -$53.1K 0.01% 664
2025
Q2 		$367K Sell
7,928
-10,120
-56% -$497K 0.01% 583
2025
Q1 		$1.1M Sell
18,048
-290
-2% -$16.9K 0.04% 384
2024
Q4 		$1.04M Buy
18,338
+760
+4% +$42.5K 0.03% 383
2024
Q3 		$909K Sell
17,578
-1,965
-10% -$92.2K 0.03% 390
2024
Q2 		$812K Sell
19,543
-309
-2% -$13.8K 0.03% 387
2024
Q1 		$1.08M Buy
19,852
+2,443
+14% +$124K 0.02% 361
2023
Q4 		$872K Sell
17,409
-1,753
-9% -$92K 0.03% 395
2023
Q3 		$1.11M Sell
19,162
-2,943
-13% -$180K 0.04% 310
2023
Q2 		$1.41M Sell
22,105
-3,251
-13% -$218K 0.05% 281
2023
Q1 		$1.76M Buy
25,356
+9,092
+56% +$641K 0.07% 244
2022
Q4 		$1.17M Buy
16,264
+656
+4% +$49.5K 0.07% 216
2022
Q3 		$1.11M Sell
15,608
-11,800
-43% -$856K 0.07% 199
2022
Q2 		$2.11M Buy
27,408
+997
+4% +$75.9K 0.09% 206
2022
Q1 		$1.93M Sell
26,411
-31,537
-54% -$2.12M 0.05% 286
2021
Q4 		$3.61M Buy
57,948
+27,771
+92% +$1.63M 0.08% 209
2021
Q3 		$1.79M Buy
30,177
+1,729
+6% +$114K 0.05% 306
2021
Q2 		$1.9M Sell
28,448
-39,941
-58% -$2.6M 0.05% 300
2021
Q1 		$3.64M Buy
+68,389
New +$4.26M 0.1% 190

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

Spire Wealth Management's BMY Position: Q2 2026 in Review

Spire Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, selling an estimated $42.6K and leaving 5,931 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #639.

Spire Wealth Management first reported a position in BMY in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.64M in Q1 2021. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Spire Wealth Management held 5,931 shares of Bristol-Myers Squibb worth $342K as of Q2 2026.
  • Spire Wealth Management sold 742 Bristol-Myers Squibb shares in Q2 2026, an estimated $42.6K.
  • Bristol-Myers Squibb made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #639 holding.
  • Spire Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Bristol-Myers Squibb position peaked at $3.64M in Q1 2021.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.