VisionPoint Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

VisionPoint Advisory Group’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	$1.05M	Buy	18,299 +364	+2%	+$20.9K	0.17%	136
2026 Q1	$1.09M	Sell	17,935 -3,649	-17%	-$213K	0.21%	113
2025 Q4	$1.16M	Buy	21,584 +717	+3%	+$34.5K	0.23%	107
2025 Q3	$941K	Buy	20,867 +1,384	+7%	+$64.6K	0.19%	127
2025 Q2	$902K	Sell	19,483 -7,121	-27%	-$350K	0.2%	118
2025 Q1	$1.62M	Buy	26,604 +927	+4%	+$54K	0.56%	53
2024 Q4	$1.46M	Buy	25,677 +6,003	+31%	+$335K	0.5%	60
2024 Q3	$1.02M	Buy	+19,674	New	+$923K	0.34%	83
2024 Q2	–	Sell	-424	Closed	-$23K	–	821
2024 Q1	$23K	Buy	424 +65	+18%	+$3.31K	0.01%	369
2023 Q4	$18.4K	Sell	359 -378	-51%	-$19.8K	0.01%	364
2023 Q3	$42.8K	Buy	737 +553	+301%	+$33.9K	0.02%	257
2023 Q2	$11.8K	Buy	+184	New	+$12.3K	﹤0.01%	380
2021 Q1	–	Sell	-5,147	Closed	-$319K	–	115
2020 Q4	$319K	Sell	5,147 -20,931	-80%	-$1.29M	0.16%	109
2020 Q3	$1.57M	Sell	26,078 -13,943	-35%	-$839K	0.68%	31
2020 Q2	$2.31M	Sell	40,021 -3,190	-7%	-$191K	0.94%	24
2020 Q1	$2.41M	Buy	+43,211	New	+$2.64M	1.13%	21

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

VisionPoint Advisory Group's BMY Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Bristol-Myers Squibb (BMY) stake by 2% in Q2 2026, buying an estimated $20.9K and bringing the position to 18,299 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #136.

VisionPoint Advisory Group first reported a position in BMY in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.41M in Q1 2020. 917 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

VisionPoint Advisory Group held 18,299 shares of Bristol-Myers Squibb worth $1.05M as of Q2 2026.
VisionPoint Advisory Group bought 364 Bristol-Myers Squibb shares in Q2 2026, an estimated $20.9K.
Bristol-Myers Squibb made up 0.17% of VisionPoint Advisory Group's portfolio in Q2 2026, its #136 holding.
VisionPoint Advisory Group first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 16 quarters since.
VisionPoint Advisory Group's Bristol-Myers Squibb position peaked at $2.41M in Q1 2020.
917 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.