Turtle Creek Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Turtle Creek 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	$571K	Sell	9,917 -1,599	-14%	-$91.8K	0.03%	245
2026 Q1	$698K	Buy	11,516 +2,741	+31%	+$160K	0.05%	181
2025 Q4	$473K	Buy	8,775 +3,885	+79%	+$187K	0.04%	237
2025 Q3	$221K	Buy	+4,890	New	+$228K	0.02%	335
2024 Q1	–	Sell	-772	Closed	-$39.6K	–	280
2023 Q4	$39.6K	Buy	+772	New	+$40.5K	0.01%	301

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

Turtle Creek Wealth Advisors's BMY Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, selling an estimated $91.8K and leaving 9,917 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #245.

Turtle Creek Wealth Advisors first reported a position in BMY in Q4 2023 and has held it in 5 quarters since. The position peaked at $698K in Q1 2026. 920 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Turtle Creek Wealth Advisors held 9,917 shares of Bristol-Myers Squibb worth $571K as of Q2 2026.
Turtle Creek Wealth Advisors sold 1,599 Bristol-Myers Squibb shares in Q2 2026, an estimated $91.8K.
Bristol-Myers Squibb made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #245 holding.
Turtle Creek Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 5 quarters since.
Turtle Creek Wealth Advisors's Bristol-Myers Squibb position peaked at $698K in Q1 2026.
920 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.