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Tempus Wealth Planning’s Bristol-Myers Squibb BMY Stock Holding History

Tempus Wealth Planning’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 		$908K Buy
15,761
+1,548
+11% +$88.9K 0.18% 137
2026
Q1 		$862K Sell
14,213
-304
-2% -$17.7K 0.2% 133
2025
Q4 		$783K Buy
14,517
+282
+2% +$13.6K 0.18% 137
2025
Q3 		$642K Buy
14,235
+1,073
+8% +$50.1K 0.15% 155
2025
Q2 		$609K Buy
13,162
+74
+0.6% +$3.63K 0.15% 149
2025
Q1 		$798K Sell
13,088
-1,815
-12% -$106K 0.24% 114
2024
Q4 		$843K Sell
14,903
-745
-5% -$41.6K 0.26% 102
2024
Q3 		$810K Buy
15,648
+235
+2% +$11K 0.3% 92
2024
Q2 		$640K Buy
15,413
+4,095
+36% +$183K 0.27% 96
2024
Q1 		$614K Buy
11,318
+7,418
+190% +$378K 0.27% 95
2023
Q4 		$200K Sell
3,900
-13
-0.3% -$682 0.09% 187
2023
Q3 		$227K Sell
3,913
-4,376
-53% -$268K 0.11% 149
2023
Q2 		$530K Sell
8,289
-9
-0.1% -$604 0.24% 102
2023
Q1 		$575K Sell
8,298
-1,090
-12% -$76.9K 0.28% 88
2022
Q4 		$675K Sell
9,388
-452
-5% -$34.1K 0.41% 77
2022
Q3 		$700K Buy
9,840
+4,363
+80% +$316K 0.47% 61
2022
Q2 		$422K Hold
5,477
– – 0.35% 80
2022
Q1 		$400K Hold
5,477
– – 0.28% 92
2021
Q4 		$341K Sell
5,477
-243
-4% -$14.3K 0.18% 115
2021
Q3 		$338K Hold
5,720
– – 0.19% 117
2021
Q2 		$382K Sell
5,720
-797
-12% -$52K 0.25% 111
2021
Q1 		$411K Buy
6,517
+340
+6% +$21.2K 0.44% 58
2020
Q4 		$383K Buy
6,177
+700
+13% +$43K 0.49% 45
2020
Q3 		$330K Sell
5,477
-150
-3% -$9.03K 0.48% 50
2020
Q2 		$331K Hold
5,627
– – 0.49% 48
2020
Q1 		$314K Hold
5,627
– – 0.51% 40
2019
Q4 		$361K Buy
+5,627
New +$322K 0.32% 47

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Tempus Wealth Planning's BMY Position: Q2 2026 in Review

Tempus Wealth Planning increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $88.9K and bringing the position to 15,761 shares worth $908K. The position accounts for 0.18% of the portfolio, ranked #137.

Tempus Wealth Planning first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. 936 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Tempus Wealth Planning held 15,761 shares of Bristol-Myers Squibb worth $908K as of Q2 2026.
  • Tempus Wealth Planning bought 1,548 Bristol-Myers Squibb shares in Q2 2026, an estimated $88.9K.
  • Bristol-Myers Squibb made up 0.18% of Tempus Wealth Planning's portfolio in Q2 2026, its #137 holding.
  • Tempus Wealth Planning first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • 936 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.