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SteelPeak Wealth’s Bristol-Myers Squibb BMY Stock Holding History

SteelPeak Wealth’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 		$2.77M Buy
48,151
+21,442
+80% +$1.23M 0.07% 194
2026
Q1 		$1.62M Sell
26,709
-9,648
-27% -$562K 0.05% 232
2025
Q4 		$1.96M Buy
+36,357
New +$1.75M 0.06% 211
2025
Q3 		– Sell
-91,354
Closed -$4.23M – 595
2025
Q2 		$4.23M Sell
91,354
-82,310
-47% -$4.04M 0.16% 109
2025
Q1 		$10.6M Sell
173,664
-6,425
-4% -$375K 0.44% 52
2024
Q4 		$10.2M Buy
+180,089
New +$10.1M 0.41% 52
2024
Q3 		– Sell
-99,683
Closed -$4.14M – 529
2024
Q2 		$4.14M Buy
99,683
+96,572
+3,104% +$4.32M 0.19% 93
2024
Q1 		$169K Buy
+3,111
New +$158K 0.01% 436
2023
Q3 		– Sell
-13,900
Closed -$889K – 454
2023
Q2 		$889K Buy
13,900
+1,525
+12% +$102K 0.05% 193
2023
Q1 		$858K Buy
12,375
+2,748
+29% +$194K 0.06% 175
2022
Q4 		$693K Buy
9,627
+290
+3% +$21.9K 0.05% 205
2022
Q3 		$664K Sell
9,337
-2,576
-22% -$187K 0.05% 205
2022
Q2 		$924K Buy
11,913
+3,947
+50% +$301K 0.07% 178
2022
Q1 		$582K Buy
+7,966
New +$535K 0.03% 262
2021
Q2 		– Sell
-12,906
Closed -$815K – 425
2021
Q1 		$815K Buy
+12,906
New +$803K 0.06% 180
2020
Q3 		– Sell
-8,246
Closed -$485K – 298
2020
Q2 		$485K Buy
8,246
+1,074
+15% +$64.2K 0.06% 165
2020
Q1 		$400K Sell
7,172
-28,304
-80% -$1.73M 0.06% 158
2019
Q4 		$2.28M Buy
+35,476
New +$2.03M 0.31% 70

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

SteelPeak Wealth's BMY Position: Q2 2026 in Review

SteelPeak Wealth increased its Bristol-Myers Squibb (BMY) stake by 80% in Q2 2026, buying an estimated $1.23M and bringing the position to 48,151 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #194.

SteelPeak Wealth first reported a position in BMY in Q4 2019 and has held it in 18 quarters since. The position peaked at $10.6M in Q1 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • SteelPeak Wealth held 48,151 shares of Bristol-Myers Squibb worth $2.77M as of Q2 2026.
  • SteelPeak Wealth bought 21,442 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.23M.
  • Bristol-Myers Squibb made up 0.07% of SteelPeak Wealth's portfolio in Q2 2026, its #194 holding.
  • SteelPeak Wealth first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 18 quarters since.
  • SteelPeak Wealth's Bristol-Myers Squibb position peaked at $10.6M in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.