Valued Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Valued Wealth 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	$17.3K	Buy	300 +7	+2%	+$402	0.01%	219
2026 Q1	$17.8K	Buy	293 +28	+11%	+$1.63K	0.01%	188
2025 Q4	$14.3K	Buy	265 +37	+16%	+$1.78K	0.01%	188
2025 Q3	$10.3K	Sell	228 -39	-15%	-$1.82K	﹤0.01%	210
2025 Q2	$12.4K	Sell	267 -1,034	-79%	-$50.8K	0.01%	193
2025 Q1	$79.4K	Buy	1,301 +440	+51%	+$25.6K	0.05%	69
2024 Q4	$48.7K	Buy	861 +265	+44%	+$14.8K	0.03%	92
2024 Q3	$30.8K	Buy	596 +549	+1,168%	+$25.8K	0.02%	108
2024 Q2	$1.95K	Sell	47 -3	-6%	-$134	﹤0.01%	367
2024 Q1	$2.71K	Sell	50 -54	-52%	-$2.75K	﹤0.01%	320
2023 Q4	$6.04K	Buy	+104	New	+$5.46K	0.01%	177

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

Valued Wealth Advisors's BMY Position: Q2 2026 in Review

Valued Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.4% in Q2 2026, buying an estimated $402 and bringing the position to 300 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #219.

Valued Wealth Advisors first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $79.4K in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Valued Wealth Advisors held 300 shares of Bristol-Myers Squibb worth $17.3K as of Q2 2026.
Valued Wealth Advisors bought 7 Bristol-Myers Squibb shares in Q2 2026, an estimated $402.
Bristol-Myers Squibb made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #219 holding.
Valued Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Bristol-Myers Squibb position peaked at $79.4K in Q1 2025.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.