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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
2025
Q2 		– Hold
0
– -$30.5K – 582
2025
Q1 		– Hold
0
– – – 564

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. 885 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.
  • 885 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.