VSM Wealth Advisory’s Bristol-Myers Squibb BMY Stock Holding History

VSM Wealth Advisory’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	$59.8K	Sell	1,039 -231	-18%	-$13.3K	0.02%	201
2026 Q1	$77.1K	Buy	1,270 +234	+23%	+$13.6K	0.02%	174
2025 Q4	$55.9K	Sell	1,036 -199	-16%	-$9.57K	0.02%	193
2025 Q3	$55.7K	Sell	1,235 -581	-32%	-$27.1K	0.02%	189
2025 Q2	$84.1K	Buy	1,816 +431	+31%	+$21.2K	0.03%	155
2025 Q1	$84.5K	Hold	1,385	–	–	0.03%	144
2024 Q4	$78.3K	Buy	+1,385	New	+$77.4K	0.03%	150

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

VSM Wealth Advisory's BMY Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, selling an estimated $13.3K and leaving 1,039 shares worth $59.8K. The position accounts for 0.02% of the portfolio, ranked #201.

VSM Wealth Advisory first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.5K in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

VSM Wealth Advisory held 1,039 shares of Bristol-Myers Squibb worth $59.8K as of Q2 2026.
VSM Wealth Advisory sold 231 Bristol-Myers Squibb shares in Q2 2026, an estimated $13.3K.
Bristol-Myers Squibb made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #201 holding.
VSM Wealth Advisory first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Bristol-Myers Squibb position peaked at $84.5K in Q1 2025.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.