Valeo Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Valeo Financial 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	$1.72M	Buy	29,784 +753	+3%	+$43.2K	0.04%	215
2026 Q1	$1.76M	Sell	29,031 -2,299	-7%	-$134K	0.04%	176
2025 Q4	$1.69M	Buy	31,330 +442	+1%	+$21.3K	0.04%	197
2025 Q3	$1.39M	Sell	30,888 -651	-2%	-$30.4K	0.03%	226
2025 Q2	$1.46M	Sell	31,539 -22,573	-42%	-$1.11M	0.04%	211
2025 Q1	$2.16M	Buy	54,112 +193	+0.4%	+$11.3K	0.06%	146
2024 Q4	$1.99M	Buy	53,919 +4,186	+8%	+$234K	0.06%	154
2024 Q3	$1.61M	Buy	49,733 +2,925	+6%	+$137K	0.05%	187
2024 Q2	$1.17M	Sell	46,808 -2,057	-4%	-$92K	0.04%	212
2024 Q1	$1.48M	Buy	48,865 +223	+0.5%	+$11.4K	0.05%	180
2023 Q4	$1.54M	Buy	48,642 +6,136	+14%	+$322K	0.06%	167
2023 Q3	$1.38M	Sell	42,506 -10,403	-20%	-$637K	0.06%	163
2023 Q2	$2.19M	Sell	52,909 -464	-0.9%	-$31.1K	0.1%	114
2023 Q1	$2.4M	Sell	53,373 -2,434	-4%	-$172K	0.12%	108
2022 Q4	$2.67M	Hold	55,807	–	–	0.15%	89
2022 Q3	$2.64M	Buy	55,807 +3,355	+6%	+$243K	0.17%	81
2022 Q2	$2.6M	Sell	52,452 -3,174	-6%	-$242K	0.16%	82
2022 Q1	$2.69M	Buy	55,626 +5,586	+11%	+$375K	0.14%	96
2021 Q4	$1.96M	Sell	50,040 -222	-0.4%	-$13K	0.11%	113
2021 Q3	$1.87M	Buy	50,262 +5,154	+11%	+$339K	0.11%	121
2021 Q2	$1.76M	Sell	45,108 -4,432	-9%	-$289K	0.11%	119
2021 Q1	$1.95M	Sell	49,540 -23,122	-32%	-$1.44M	0.09%	122
2020 Q4	$1.82M	Buy	72,662 +50,556	+229%	+$3.11M	0.09%	109
2020 Q3	$1.33M	Buy	22,106 +2,864	+15%	+$172K	0.12%	109
2020 Q2	$1.13M	Buy	19,242 +1,244	+7%	+$74.4K	0.1%	118
2020 Q1	$1.06M	Sell	17,998 -1,073	-6%	-$65.6K	0.11%	118
2019 Q4	$1.22M	Buy	19,071 +322	+2%	+$18.4K	0.12%	116
2019 Q3	$951K	Sell	18,749 -2,061	-10%	-$96.9K	0.11%	128
2019 Q2	$944K	Sell	20,810 -2,117	-9%	-$98.6K	0.11%	130
2019 Q1	$1.09M	Buy	22,927 +4,542	+25%	+$226K	0.13%	117
2018 Q4	$956K	Sell	18,385 -1,022	-5%	-$54.9K	0.13%	112
2018 Q3	$979K	Sell	19,407 -1,393	-7%	-$82.7K	0.13%	118
2018 Q2	$1.24M	Sell	20,800 -1,006	-5%	-$54.3K	0.17%	96
2018 Q1	$1.38M	Sell	21,806 -265	-1%	-$17K	0.22%	82
2017 Q4	$1.35M	Buy	22,071 +3,618	+20%	+$226K	0.22%	78
2017 Q3	$1.18M	Buy	+18,453	New	+$1.08M	0.27%	77

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Valeo Financial Advisors's BMY Position: Q2 2026 in Review

Valeo Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.6% in Q2 2026, buying an estimated $43.2K and bringing the position to 29,784 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #215.

Valeo Financial Advisors first reported a position in BMY in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.69M in Q1 2022. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Valeo Financial Advisors held 29,784 shares of Bristol-Myers Squibb worth $1.72M as of Q2 2026.
Valeo Financial Advisors bought 753 Bristol-Myers Squibb shares in Q2 2026, an estimated $43.2K.
Bristol-Myers Squibb made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #215 holding.
Valeo Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Bristol-Myers Squibb position peaked at $2.69M in Q1 2022.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.