Successful Portfolios’s Bristol-Myers Squibb BMY Stock Holding History

Successful Portfolios’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	$235K	Buy	4,077 +7	+0.2%	+$402	0.11%	169
2026 Q1	$246K	Buy	4,070 +2	+0%	+$117	0.14%	152
2025 Q4	$227K	Buy	+4,068	New	+$196K	0.12%	161
2025 Q3	–	Sell	-4,887	Closed	-$226K	–	177
2025 Q2	$226K	Sell	4,887 -72	-1%	-$3.53K	0.14%	151
2025 Q1	$302K	Sell	4,959 -78	-2%	-$4.55K	0.21%	108
2024 Q4	$285K	Buy	5,037 +3	+0.1%	+$168	0.19%	106
2024 Q3	$260K	Sell	5,034 -23	-0.5%	-$1.08K	0.18%	123
2024 Q2	$210K	Sell	5,057 -303	-6%	-$13.6K	0.15%	144
2024 Q1	$291K	Sell	5,360 -237	-4%	-$12.1K	0.2%	106
2023 Q4	$287K	Buy	5,597 +203	+4%	+$10.7K	0.21%	112
2023 Q3	$313K	Buy	5,394 +17	+0.3%	+$1.04K	0.28%	88
2023 Q2	$344K	Sell	5,377 -1,160	-18%	-$77.8K	0.3%	75
2023 Q1	$453K	Sell	6,537 -399	-6%	-$28.1K	0.28%	89
2022 Q4	$499K	Sell	6,936 -15	-0.2%	-$1.13K	0.33%	75
2022 Q3	$494K	Sell	6,951 -117	-2%	-$8.49K	0.36%	73
2022 Q2	$544K	Sell	7,068 -94	-1%	-$7.16K	0.37%	68
2022 Q1	$523K	Sell	7,162 -150	-2%	-$10.1K	0.3%	87
2021 Q4	$456K	Sell	7,312 -75	-1%	-$4.4K	0.25%	101
2021 Q3	$437K	Buy	7,387 +2,970	+67%	+$196K	0.26%	104
2021 Q2	$295K	Hold	4,417	–	–	0.18%	145
2021 Q1	$279K	Sell	4,417 -100	-2%	-$6.22K	0.18%	141
2020 Q4	$280K	Hold	4,517	–	–	0.2%	133
2020 Q3	$272K	Hold	4,517	–	–	0.22%	125
2020 Q2	$266K	Hold	4,517	–	–	0.23%	121
2020 Q1	$252K	Sell	4,517 -45	-1%	-$2.75K	0.25%	106
2019 Q4	$293K	Buy	4,562 +200	+5%	+$11.5K	0.26%	107
2019 Q3	$221K	Buy	+4,362	New	+$205K	0.21%	130
2019 Q1	–	Sell	-4,013	Closed	-$209K	–	140
2018 Q4	$209K	Sell	4,013 -10	-0.2%	-$537	0.27%	112
2018 Q3	$250K	Hold	4,023	–	–	0.27%	113
2018 Q2	$223K	Buy	4,023 +32	+0.8%	+$1.73K	0.26%	113
2018 Q1	$252K	Sell	3,991 -5	-0.1%	-$322	0.31%	105
2017 Q4	$245K	Buy	+3,996	New	+$250K	0.3%	105

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

Successful Portfolios's BMY Position: Q2 2026 in Review

Successful Portfolios increased its Bristol-Myers Squibb (BMY) stake by 0.17% in Q2 2026, buying an estimated $402 and bringing the position to 4,077 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #169.

Successful Portfolios first reported a position in BMY in Q4 2017 and has held it in 32 quarters since. The position peaked at $544K in Q2 2022. 832 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Successful Portfolios held 4,077 shares of Bristol-Myers Squibb worth $235K as of Q2 2026.
Successful Portfolios bought 7 Bristol-Myers Squibb shares in Q2 2026, an estimated $402.
Bristol-Myers Squibb made up 0.11% of Successful Portfolios's portfolio in Q2 2026, its #169 holding.
Successful Portfolios first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 32 quarters since.
Successful Portfolios's Bristol-Myers Squibb position peaked at $544K in Q2 2022.
832 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.