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Valicenti Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Valicenti Advisory Services’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 		$5.49M Buy
+95,340
New +$5.47M 1.04% 27

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

Valicenti Advisory Services's BMY Position: Q2 2026 in Review

Valicenti Advisory Services opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 95,340 shares worth $5.49M. The stake represents 1.04% of the portfolio and ranks #27 among its holdings.

440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Valicenti Advisory Services held 95,340 shares of Bristol-Myers Squibb worth $5.49M as of Q2 2026.
  • Bristol-Myers Squibb was a new Valicenti Advisory Services position in Q2 2026.
  • Bristol-Myers Squibb made up 1.04% of Valicenti Advisory Services's portfolio in Q2 2026, its #27 holding.
  • 440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.