Wealth Advisory Solutions
BMY icon

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

Wealth Advisory Solutions’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
Q3 		$651K Sell
10,428
-370
-3% -$23.4K 0.13% 89
2026
Q2 		$622K Sell
10,798
-155
-1% -$8.9K 0.13% 89
2026
Q1 		$664K Buy
10,953
+3,110
+40% +$181K 0.15% 83
2025
Q4 		$423K Buy
7,843
+495
+7% +$23.8K 0.1% 97
2025
Q3 		$331K Buy
7,348
+525
+8% +$24.5K 0.08% 110
2025
Q2 		$316K Buy
6,823
+100
+1% +$4.91K 0.08% 116
2025
Q1 		$410K Buy
6,723
+15
+0.2% +$874 0.11% 97
2024
Q4 		$379K Buy
6,708
+284
+4% +$15.9K 0.11% 92
2024
Q3 		$332K Buy
6,424
+850
+15% +$39.9K 0.09% 99
2024
Q2 		$231K Buy
+5,574
New +$249K 0.06% 112
2021
Q3 		$206K Buy
+3,474
New +$229K 0.05% 175
2021
Q2 		– Sell
-12,511
Closed -$790K – 170
2021
Q1 		$790K Buy
+12,511
New +$778K 0.16% 111
2020
Q4 		– Sell
-4,761
Closed -$287K – 166
2020
Q3 		$287K Sell
4,761
-15
-0.3% -$903 0.08% 148
2020
Q2 		$280K Buy
4,776
+376
+9% +$22.5K 0.08% 149
2020
Q1 		$245K Sell
4,400
-285
-6% -$17.4K 0.08% 138
2019
Q4 		$301K Buy
+4,685
New +$268K 0.08% 145

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Advisory Solutions's BMY Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Bristol-Myers Squibb (BMY) stake by 3.4% in Q3 2026, selling an estimated $23.4K and leaving 10,428 shares worth $651K. The position accounts for 0.13% of the portfolio, ranked #89.

Wealth Advisory Solutions first reported a position in BMY in Q4 2019 and has held it in 16 quarters since. The position peaked at $790K in Q1 2021. 994 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Wealth Advisory Solutions held 10,428 shares of Bristol-Myers Squibb worth $651K as of Q3 2026.
  • Wealth Advisory Solutions sold 370 Bristol-Myers Squibb shares in Q3 2026, an estimated $23.4K.
  • Bristol-Myers Squibb made up 0.13% of Wealth Advisory Solutions's portfolio in Q3 2026, its #89 holding.
  • Wealth Advisory Solutions first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisory Solutions's Bristol-Myers Squibb position peaked at $790K in Q1 2021.
  • 994 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.