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True Wealth Design’s Bristol-Myers Squibb BMY Stock Holding History

True Wealth Design’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 		$449K Buy
7,785
+165
+2% +$9.47K 0.11% 46
2026
Q1 		$462K Buy
7,620
+1,434
+23% +$83.6K 0.13% 36
2025
Q4 		$334K Buy
6,186
+5,112
+476% +$246K 0.1% 39
2025
Q3 		$48.4K Buy
1,074
+936
+678% +$43.7K 0.01% 318
2025
Q2 		$6.37K Sell
138
-1,297
-90% -$63.7K ﹤0.01% 721
2025
Q1 		$87.5K Buy
1,435
+117
+9% +$6.82K 0.03% 107
2024
Q4 		$74.5K Buy
1,318
+58
+5% +$3.24K 0.03% 100
2024
Q3 		$65.2K Buy
1,260
+942
+296% +$44.2K 0.03% 98
2024
Q2 		$13.2K Hold
318
– – ﹤0.01% 232
2024
Q1 		$17.2K Buy
318
+23
+8% +$1.17K ﹤0.01% 220
2023
Q4 		$15.1K Buy
295
+262
+794% +$13.8K ﹤0.01% 218
2023
Q3 		$1.92K Hold
33
– – ﹤0.01% 269
2023
Q2 		$2.11K Sell
33
-224
-87% -$15K ﹤0.01% 273
2023
Q1 		$17.8K Sell
257
-102
-28% -$7.19K 0.01% 206
2022
Q4 		$25.8K Buy
+359
New +$27.1K 0.01% 176

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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

True Wealth Design's BMY Position: Q2 2026 in Review

True Wealth Design increased its Bristol-Myers Squibb (BMY) stake by 2.2% in Q2 2026, buying an estimated $9.47K and bringing the position to 7,785 shares worth $449K. The position accounts for 0.11% of the portfolio, ranked #46.

True Wealth Design first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $462K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • True Wealth Design held 7,785 shares of Bristol-Myers Squibb worth $449K as of Q2 2026.
  • True Wealth Design bought 165 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.47K.
  • Bristol-Myers Squibb made up 0.11% of True Wealth Design's portfolio in Q2 2026, its #46 holding.
  • True Wealth Design first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Bristol-Myers Squibb position peaked at $462K in Q1 2026.
  • 1,011 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.