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
2024 Q1	–	Sell	-2,000	Closed	-$103	–	673
2023 Q4	$103	Buy	+2,000	New	+$105K	﹤0.01%	649
2021 Q2	–	Sell	-600	Closed	-$38K	–	684
2021 Q1	$38K	Buy	+600	New	+$37.3K	﹤0.01%	968

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 889 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.
889 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.