Strategic Investment Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Strategic Investment Solutions’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	$117K	Buy	2,031 +22	+1%	+$1.26K	0.03%	193
2026 Q1	$122K	Buy	2,009 +21	+1%	+$1.22K	0.03%	180
2025 Q4	$107K	Buy	1,988 +1,012	+104%	+$48.7K	0.03%	176
2025 Q3	$44K	Buy	976 +13	+1%	+$607	0.01%	225
2025 Q2	$44.6K	Buy	963 +11	+1%	+$540	0.01%	222
2025 Q1	$58.1K	Buy	952 +23	+2%	+$1.34K	0.02%	183
2024 Q4	$51.1K	Sell	929 -259	-22%	-$14.5K	0.02%	203
2024 Q3	$61.5K	Sell	1,188 -135	-10%	-$6.33K	0.02%	183
2024 Q2	$72K	Buy	+1,323	New	+$59.2K	0.02%	156
2023 Q4	$59.3K	Sell	1,155 -66,465	-98%	-$3.49M	0.01%	422
2023 Q3	$4.14M	Buy	67,620 +66,550	+6,220%	+$4.08M	0.05%	159
2023 Q2	$69.2K	Sell	1,070 -524	-33%	-$35.1K	0.01%	258
2023 Q1	$110K	Buy	+1,594	New	+$112K	0.02%	242

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

Strategic Investment Solutions's BMY Position: Q2 2026 in Review

Strategic Investment Solutions increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, buying an estimated $1.26K and bringing the position to 2,031 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #193.

Strategic Investment Solutions first reported a position in BMY in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.14M in Q3 2023. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Strategic Investment Solutions held 2,031 shares of Bristol-Myers Squibb worth $117K as of Q2 2026.
Strategic Investment Solutions bought 22 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.26K.
Bristol-Myers Squibb made up 0.03% of Strategic Investment Solutions's portfolio in Q2 2026, its #193 holding.
Strategic Investment Solutions first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Bristol-Myers Squibb position peaked at $4.14M in Q3 2023.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.