TRUE Private Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

TRUE Private Wealth Advisors’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	$560K	Sell	9,727 -356	-4%	-$20.4K	0.05%	166
2026 Q1	$612K	Sell	10,083 -153	-1%	-$8.92K	0.06%	145
2025 Q4	$552K	Buy	10,236 +103	+1%	+$4.96K	0.06%	150
2025 Q3	$457K	Sell	10,133 -905	-8%	-$42.3K	0.05%	168
2025 Q2	$511K	Buy	11,038 +1,477	+15%	+$72.5K	0.06%	144
2025 Q1	$583K	Buy	9,561 +348	+4%	+$20.3K	0.07%	119
2024 Q4	$521K	Sell	9,213 -125	-1%	-$6.98K	0.06%	132
2024 Q3	$483K	Sell	9,338 -4,069	-30%	-$191K	0.06%	127
2024 Q2	$557K	Sell	13,407 -996	-7%	-$44.6K	0.06%	143
2024 Q1	$781K	Buy	14,403 +645	+5%	+$32.9K	0.09%	114
2023 Q4	$706K	Sell	13,758 -48,125	-78%	-$2.53M	0.09%	119
2023 Q3	$3.59M	Buy	61,883 +6,661	+12%	+$408K	0.5%	40
2023 Q2	$3.53M	Buy	55,222 +1,165	+2%	+$78.1K	0.52%	38
2023 Q1	$3.75M	Sell	54,057 -457	-0.8%	-$32.2K	0.55%	32
2022 Q4	$3.92M	Buy	54,514 +782	+1%	+$59K	0.6%	28
2022 Q3	$3.82M	Buy	53,732 +2,920	+6%	+$212K	0.58%	25
2022 Q2	$3.91M	Buy	50,812 +1,328	+3%	+$101K	0.57%	23
2022 Q1	$3.78M	Buy	49,484 +39,940	+418%	+$2.68M	0.53%	30
2021 Q4	$595K	Sell	9,544 -533	-5%	-$31.3K	0.08%	135
2021 Q3	$601K	Sell	10,077 -596	-6%	-$39.3K	0.09%	132
2021 Q2	$713K	Buy	10,673 +1,375	+15%	+$89.7K	0.11%	115
2021 Q1	$592K	Sell	9,298 -4,763	-34%	-$296K	0.1%	123
2020 Q4	$879K	Sell	14,061 -181	-1%	-$11.1K	0.15%	85
2020 Q3	$858K	Buy	14,242 +1,035	+8%	+$62.3K	0.15%	87
2020 Q2	$776K	Buy	13,207 +1,380	+12%	+$82.5K	0.14%	88
2020 Q1	$659K	Sell	11,827 -940	-7%	-$57.5K	0.14%	82
2019 Q4	$819K	Buy	12,767 +6,766	+113%	+$387K	0.13%	97
2019 Q3	$304K	Buy	6,001 +1,456	+32%	+$68.4K	0.05%	160
2019 Q2	$206K	Buy	+4,545	New	+$212K	0.04%	188
2018 Q4	–	Sell	-3,949	Closed	-$245K	–	315
2018 Q3	$245K	Buy	+3,949	New	+$234K	0.03%	241
2018 Q2	–	Sell	-5,614	Closed	-$355K	–	272
2018 Q1	$355K	Sell	5,614 -385	-6%	-$24.8K	0.06%	166
2017 Q4	$367K	Buy	5,999 +349	+6%	+$21.8K	0.06%	165
2017 Q3	$360K	Buy	5,650 +26	+0.5%	+$1.52K	0.08%	104
2017 Q2	$313K	Buy	5,624 +325	+6%	+$17.7K	0.07%	110
2017 Q1	$283K	Buy	5,299 +206	+4%	+$11.3K	0.06%	115
2016 Q4	$251K	Sell	5,093 -160	-3%	-$8.75K	0.06%	123
2016 Q3	$263K	Sell	5,253 -124	-2%	-$7.96K	0.08%	110
2016 Q2	$395K	Buy	5,377 +15	+0.3%	+$1.06K	0.13%	83
2016 Q1	$342K	Sell	5,362 -572	-10%	-$36.1K	0.13%	81
2015 Q4	$408K	Buy	+5,934	New	+$392K	0.18%	68

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TRUE Private Wealth Advisors's BMY Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 3.5% in Q2 2026, selling an estimated $20.4K and leaving 9,727 shares worth $560K. The position accounts for 0.05% of the portfolio, ranked #166.

TRUE Private Wealth Advisors first reported a position in BMY in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.92M in Q4 2022. 928 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

TRUE Private Wealth Advisors held 9,727 shares of Bristol-Myers Squibb worth $560K as of Q2 2026.
TRUE Private Wealth Advisors sold 356 Bristol-Myers Squibb shares in Q2 2026, an estimated $20.4K.
Bristol-Myers Squibb made up 0.05% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #166 holding.
TRUE Private Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 40 quarters since.
TRUE Private Wealth Advisors's Bristol-Myers Squibb position peaked at $3.92M in Q4 2022.
928 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.