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

Wealth Advisors of Iowa’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	$210K	Buy	3,640 +33	+0.9%	+$1.9K	0.06%	86
2026 Q1	$219K	Buy	+3,607	New	+$210K	0.07%	83
2025 Q2	–	Sell	-3,547	Closed	-$216K	–	76
2025 Q1	$216K	Buy	+3,547	New	+$207K	0.09%	67
2024 Q4	–	Sell	-5,143	Closed	-$266K	–	66
2024 Q3	$266K	Buy	5,143 +31	+0.6%	+$1.45K	0.14%	52
2024 Q2	$212K	Sell	5,112 -1,200	-19%	-$53.7K	0.12%	49
2024 Q1	$342K	Sell	6,312 -525	-8%	-$26.7K	0.21%	41
2023 Q4	$351K	Buy	6,837 +42	+0.6%	+$2.21K	0.24%	37
2023 Q3	$394K	Buy	6,795 +35	+0.5%	+$2.15K	0.28%	32
2023 Q2	$432K	Buy	6,760 +31	+0.5%	+$2.08K	0.31%	28
2023 Q1	$466K	Sell	6,729 -570	-8%	-$40.2K	0.36%	26
2022 Q4	$525K	Buy	7,299 +626	+9%	+$47.2K	0.43%	27
2022 Q3	$475K	Sell	6,673 -9,154	-58%	-$664K	0.44%	23
2022 Q2	$1.2M	Buy	15,827 +10,612	+203%	+$808K	0.21%	36
2022 Q1	$381K	Buy	5,215 +1,669	+47%	+$112K	0.19%	41
2021 Q4	$221K	Sell	3,546 -1,627	-31%	-$95.4K	0.12%	56
2021 Q3	$306K	Buy	5,173 +16	+0.3%	+$1.05K	0.17%	43
2021 Q2	$345K	Buy	5,157 +17	+0.3%	+$1.11K	0.18%	36
2021 Q1	$324K	Buy	5,140 +18	+0.4%	+$1.12K	0.18%	39
2020 Q4	$318K	Hold	5,122	–	–	0.2%	32
2020 Q3	$309K	Hold	5,122	–	–	0.21%	22
2020 Q2	$301K	Hold	5,122	–	–	0.23%	24
2020 Q1	$286K	Buy	+5,122	New	+$313K	0.23%	21

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Advisors of Iowa's BMY Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its Bristol-Myers Squibb (BMY) stake by 0.91% in Q2 2026, buying an estimated $1.9K and bringing the position to 3,640 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #86.

Wealth Advisors of Iowa first reported a position in BMY in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.2M in Q2 2022. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Wealth Advisors of Iowa held 3,640 shares of Bristol-Myers Squibb worth $210K as of Q2 2026.
Wealth Advisors of Iowa bought 33 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.9K.
Bristol-Myers Squibb made up 0.06% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #86 holding.
Wealth Advisors of Iowa first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 22 quarters since.
Wealth Advisors of Iowa's Bristol-Myers Squibb position peaked at $1.2M in Q2 2022.
1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.