Unique Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Unique Wealth Strategies’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	$610K	Buy	+10,582	New	+$608K	0.22%	131
2025 Q4	–	Sell	-27,020	Closed	-$1.22M	–	220
2025 Q3	$1.22M	Buy	27,020 +14,824	+122%	+$692K	0.47%	49
2025 Q2	$565K	Buy	+12,196	New	+$599K	0.23%	133
2024 Q4	–	Sell	-5,741	Closed	-$297K	–	196
2024 Q3	$297K	Buy	5,741 +5,571	+3,277%	+$261K	0.13%	179
2024 Q2	$9.22K	Buy	+170	New	+$7.61K	﹤0.01%	323

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Unique Wealth Strategies's BMY Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 10,582 shares worth $610K. The stake represents 0.22% of the portfolio and ranks #131 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in BMY as recently as Q3 2025.

Unique Wealth Strategies first reported a position in BMY in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.22M in Q3 2025. 464 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Unique Wealth Strategies held 10,582 shares of Bristol-Myers Squibb worth $610K as of Q2 2026.
Bristol-Myers Squibb was a new Unique Wealth Strategies position in Q2 2026.
Bristol-Myers Squibb made up 0.22% of Unique Wealth Strategies's portfolio in Q2 2026, its #131 holding.
Unique Wealth Strategies first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 5 quarters since.
Unique Wealth Strategies's Bristol-Myers Squibb position peaked at $1.22M in Q3 2025.
464 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.