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Wealth Architects’s Bristol-Myers Squibb BMY Stock Holding History

Wealth Architects’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 		$326K Sell
5,655
-106
-2% -$6.09K 0.03% 181
2026
Q1 		$349K Sell
5,761
-75
-1% -$4.37K 0.03% 166
2025
Q4 		$315K Sell
5,836
-37
-0.6% -$1.78K 0.03% 177
2025
Q3 		$265K Sell
5,873
-304
-5% -$14.2K 0.03% 191
2025
Q2 		$286K Buy
6,177
+146
+2% +$7.17K 0.03% 175
2025
Q1 		$368K Buy
6,031
+66
+1% +$3.85K 0.04% 159
2024
Q4 		$337K Buy
5,965
+302
+5% +$16.9K 0.04% 156
2024
Q3 		$293K Sell
5,663
-255
-4% -$12K 0.03% 167
2024
Q2 		$246K Sell
5,918
-459
-7% -$20.5K 0.03% 179
2024
Q1 		$346K Sell
6,377
-188
-3% -$9.58K 0.05% 150
2023
Q4 		$337K Sell
6,565
-1,722
-21% -$90.4K 0.05% 141
2023
Q3 		$481K Buy
8,287
+275
+3% +$16.9K 0.08% 111
2023
Q2 		$512K Buy
8,012
+366
+5% +$24.5K 0.08% 110
2023
Q1 		$530K Buy
7,646
+233
+3% +$16.4K 0.09% 98
2022
Q4 		$533K Buy
7,413
+19
+0.3% +$1.43K 0.1% 91
2022
Q3 		$526K Sell
7,394
-881
-11% -$63.9K 0.11% 85
2022
Q2 		$637K Buy
8,275
+245
+3% +$18.7K 0.12% 77
2022
Q1 		$586K Sell
8,030
-374
-4% -$25.1K 0.1% 94
2021
Q4 		$524K Sell
8,404
-627
-7% -$36.8K 0.09% 105
2021
Q3 		$534K Buy
9,031
+394
+5% +$25.9K 0.1% 94
2021
Q2 		$577K Buy
8,637
+610
+8% +$39.8K 0.11% 81
2021
Q1 		$507K Buy
8,027
+236
+3% +$14.7K 0.11% 83
2020
Q4 		$483K Buy
7,791
+315
+4% +$19.4K 0.11% 80
2020
Q3 		$451K Buy
7,476
+64
+0.9% +$3.85K 0.12% 76
2020
Q2 		$436K Sell
7,412
-4
-0.1% -$239 0.12% 76
2020
Q1 		$413K Buy
7,416
+542
+8% +$33.1K 0.14% 73
2019
Q4 		$441K Buy
6,874
+109
+2% +$6.24K 0.12% 75
2019
Q3 		$343K Buy
6,765
+85
+1% +$4K 0.1% 88
2019
Q2 		$303K Buy
6,680
+394
+6% +$18.4K 0.09% 93
2019
Q1 		$300K Buy
6,286
+177
+3% +$8.82K 0.09% 90
2018
Q4 		$318K Sell
6,109
-814
-12% -$43.7K 0.11% 82
2018
Q3 		$430K Buy
6,923
+848
+14% +$50.3K 0.13% 68
2018
Q2 		$336K Sell
6,075
-73
-1% -$3.94K 0.11% 78
2018
Q1 		$389K Hold
6,148
– – 0.13% 68
2017
Q4 		$377K Sell
6,148
-278
-4% -$17.4K 0.12% 78
2017
Q3 		$410K Sell
6,426
-161
-2% -$9.4K 0.14% 73
2017
Q2 		$367K Sell
6,587
-406
-6% -$22.1K 0.14% 78
2017
Q1 		$380K Buy
6,993
+56
+0.8% +$3.07K 0.15% 73
2016
Q4 		$405K Buy
6,937
+27
+0.4% +$1.48K 0.18% 69
2016
Q3 		$372K Sell
6,910
-190
-3% -$12.2K 0.17% 73
2016
Q2 		$522K Sell
7,100
-132
-2% -$9.33K 0.25% 57
2016
Q1 		$462K Sell
7,232
-222
-3% -$14K 0.23% 60
2015
Q4 		$513K Sell
7,454
-400
-5% -$26.4K 0.25% 60
2015
Q3 		$465K Sell
7,854
-430
-5% -$27.3K 0.25% 60
2015
Q2 		$551K Hold
8,284
– – 0.3% 52
2015
Q1 		$534K Buy
8,284
+300
+4% +$18.8K 0.31% 46
2014
Q4 		$471K Buy
+7,984
New +$450K 0.28% 51

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Architects's BMY Position: Q2 2026 in Review

Wealth Architects reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2026, selling an estimated $6.09K and leaving 5,655 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #181.

Wealth Architects first reported a position in BMY in Q4 2014 and has held it in 47 quarters since. The position peaked at $637K in Q2 2022. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Architects held 5,655 shares of Bristol-Myers Squibb worth $326K as of Q2 2026.
  • Wealth Architects sold 106 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.09K.
  • Bristol-Myers Squibb made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #181 holding.
  • Wealth Architects first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 47 quarters since.
  • Wealth Architects's Bristol-Myers Squibb position peaked at $637K in Q2 2022.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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