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RAFFA WEALTH MANAGEMENT, LLC’s Bristol-Myers Squibb BMY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$61.6K Buy
1,069
+34
+3% +$1.95K 0.01% 158
2026
Q1 		$62.8K Buy
1,035
+11
+1% +$641 0.01% 148
2025
Q4 		$55.2K Hold
1,024
– – 0.01% 156
2025
Q3 		$46.2K Sell
1,024
-704
-41% -$32.9K 0.01% 166
2025
Q2 		$80K Buy
1,728
+717
+71% +$35.2K 0.02% 141
2025
Q1 		$61.7K Sell
1,011
-90
-8% -$5.25K 0.01% 136
2024
Q4 		$62.3K Buy
1,101
+40
+4% +$2.23K 0.01% 136
2024
Q3 		$54.9K Hold
1,061
– – 0.01% 140
2024
Q2 		$44.1K Hold
1,061
– – 0.01% 206
2024
Q1 		$57.5K Sell
1,061
-32
-3% -$1.63K 0.02% 183
2023
Q4 		$56.1K Hold
1,093
– – 0.02% 128
2023
Q3 		$63.4K Hold
1,093
– – 0.02% 111
2023
Q2 		$69.9K Sell
1,093
-200
-15% -$13.4K 0.02% 106
2023
Q1 		$89.6K Hold
1,293
– – 0.03% 106
2022
Q4 		$93K Sell
1,293
-171
-12% -$12.9K 0.04% 93
2022
Q3 		$104K Buy
1,464
+11
+0.8% +$798 0.05% 80
2022
Q2 		$112K Hold
1,453
– – 0.05% 84
2022
Q1 		$106K Hold
1,453
– – 0.04% 86
2021
Q4 		$90.6K Sell
1,453
-15
-1% -$880 0.03% 103
2021
Q3 		$86.9K Buy
1,468
+51
+4% +$3.36K 0.03% 84
2021
Q2 		$94.7K Sell
1,417
-1,107
-44% -$72.2K 0.03% 82
2021
Q1 		$159K Buy
2,524
+41
+2% +$2.55K 0.06% 76
2020
Q4 		$154K Buy
2,483
+35
+1% +$2.15K 0.05% 75
2020
Q3 		$148K Sell
2,448
-168
-6% -$10.1K 0.06% 70
2020
Q2 		$154K Buy
2,616
+18
+0.7% +$1.08K 0.06% 68
2020
Q1 		$145K Sell
2,598
-282
-10% -$17.2K 0.05% 65
2019
Q4 		$185K Buy
2,880
+1,287
+81% +$73.7K 0.06% 79
2019
Q3 		$80.8K Buy
+1,593
New +$74.9K 0.03% 100
2019
Q2 		– Sell
-840
Closed -$40.1K – 824
2019
Q1 		$40.1K Hold
840
– – 0.02% 125
2018
Q4 		$43.7K Hold
840
– – 0.02% 136
2018
Q3 		$52.1K Hold
840
– – 0.02% 136
2018
Q2 		$46.5K Hold
840
– – 0.02% 133
2018
Q1 		$53.1K Buy
840
+123
+17% +$7.91K 0.02% 118
2017
Q4 		$43.9K Hold
717
– – 0.02% 133
2017
Q3 		$45.7K Hold
717
– – 0.02% 136
2017
Q2 		$40K Hold
717
– – 0.02% 135
2017
Q1 		$39K Sell
717
-36
-5% -$1.98K 0.02% 115
2016
Q4 		$44K Buy
753
+100
+15% +$5.47K 0.02% 102
2016
Q3 		$35.2K Hold
653
– – 0.02% 106
2016
Q2 		$48K Hold
653
– – 0.03% 85
2016
Q1 		$41.7K Sell
653
-63
-9% -$3.97K 0.02% 106
2015
Q4 		$49.3K Hold
716
– – 0.03% 87
2015
Q3 		$42.4K Hold
716
– – 0.03% 98
2015
Q2 		$47.6K Hold
716
– – 0.03% 93
2015
Q1 		$46.2K Buy
716
+63
+10% +$3.94K 0.03% 84
2014
Q4 		$38.5K Sell
653
-500
-43% -$28.2K 0.02% 91
2014
Q3 		$59K Buy
1,153
+136
+13% +$6.79K 0.04% 70
2014
Q2 		$49.3K Hold
1,017
– – 0.04% 80
2014
Q1 		$52.8K Buy
1,017
+364
+56% +$19.4K 0.04% 74
2013
Q4 		$38.5K Buy
+653
New +$33.3K 0.02% 91

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BMY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Bristol-Myers Squibb (BMY) stake by 3.3% in Q2 2026, buying an estimated $1.95K and bringing the position to 1,069 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #158.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BMY in Q4 2013 and has held it in 50 quarters since. The position peaked at $185K in Q4 2019. 889 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,069 shares of Bristol-Myers Squibb worth $61.6K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 34 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.95K.
  • Bristol-Myers Squibb made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #158 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Bristol-Myers Squibb position peaked at $185K in Q4 2019.
  • 889 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.