Ulland Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Ulland Investment 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	$3K	Hold	60	–	–	﹤0.01%	209
2026 Q1	$4K	Hold	60	–	–	﹤0.01%	194
2025 Q4	$3K	Hold	60	–	–	﹤0.01%	198
2025 Q3	$3K	Hold	60	–	–	﹤0.01%	208
2025 Q2	$3K	Hold	60	–	–	﹤0.01%	192
2025 Q1	$4K	Hold	60	–	–	﹤0.01%	196
2024 Q4	$3K	Hold	60	–	–	﹤0.01%	194
2024 Q3	$3K	Hold	60	–	–	﹤0.01%	187
2024 Q2	$2K	Hold	60	–	–	﹤0.01%	207
2024 Q1	$3K	Hold	60	–	–	﹤0.01%	206
2023 Q4	$3K	Sell	60 -255	-81%	-$13.4K	﹤0.01%	179
2023 Q3	$18K	Sell	315 -120	-28%	-$7.35K	0.02%	148
2023 Q2	$28K	Hold	435	–	–	0.03%	122
2023 Q1	$30K	Hold	435	–	–	0.04%	110
2022 Q4	$31K	Hold	435	–	–	0.04%	112
2022 Q3	$31K	Hold	435	–	–	0.03%	108
2022 Q2	$33K	Hold	435	–	–	0.03%	115
2022 Q1	$32K	Buy	435 +120	+38%	+$8.06K	0.02%	123
2021 Q4	$20K	Buy	+315	New	+$18.5K	0.01%	146

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Ulland Investment Advisors's BMY Position: Q2 2026 in Review

Ulland Investment Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 60 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Ulland Investment Advisors first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $33K in Q2 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Ulland Investment Advisors held 60 shares of Bristol-Myers Squibb worth $3K as of Q2 2026.
Ulland Investment Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #209 holding.
Ulland Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Bristol-Myers Squibb position peaked at $33K in Q2 2022.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.