Wealth Enhancement Advisory Services
BMY icon

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

Wealth Enhancement Advisory Services’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 		$84.2M Buy
1,764,695
+129,151
+8% +$7.42M 0.14% 123
2026
Q1 		$79.8M Buy
1,635,544
+102,189
+7% +$5.96M 0.16% 115
2025
Q4 		$84.1M Buy
1,533,355
+318,898
+26% +$15.3M 0.11% 169
2025
Q3 		$54.2M Buy
1,214,457
+326,275
+37% +$15.2M 0.08% 230
2025
Q2 		$41.7M Buy
888,182
+337,569
+61% +$16.6M 0.07% 258
2025
Q1 		$33.6M Buy
550,613
+80,087
+17% +$4.67M 0.06% 278
2024
Q4 		$26.6M Buy
470,526
+120,192
+34% +$6.72M 0.05% 312
2024
Q3 		$18.1M Sell
350,334
-59,666
-15% -$2.8M 0.04% 370
2024
Q2 		$17M Sell
410,000
-51,514
-11% -$2.31M 0.04% 361
2024
Q1 		$25M Buy
461,514
+74,486
+19% +$3.79M 0.06% 277
2023
Q4 		$19.9M Sell
387,028
-68,850
-15% -$3.61M 0.06% 301
2023
Q3 		$26.5M Buy
455,878
+362,065
+386% +$22.2M 0.09% 224
2023
Q2 		$6M Sell
93,813
-2,136
-2% -$143K 0.06% 112
2023
Q1 		$6.65M Buy
+95,949
New +$6.77M 0.08% 116
2020
Q4 		– Sell
-63,110
Closed -$3.9M – 220
2020
Q3 		$3.9M Buy
+63,110
New +$3.8M 0.1% 72
2020
Q2 		– Sell
-3,770
Closed -$234K – 217
2020
Q1 		$234K Sell
3,770
-30
-0.8% -$1.83K 0.01% 207
2019
Q4 		$242K Buy
+3,800
New +$218K 0.01% 200
2018
Q1 		– Sell
-7,292
Closed -$458K – 145
2017
Q4 		$458K Buy
+7,292
New +$456K 0.03% 128
2017
Q3 		– Sell
-20,715
Closed -$1.15M – 145
2017
Q2 		$1.15M Buy
+20,715
New +$1.13M 0.11% 86

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services's BMY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 7.9% in Q2 2026, buying an estimated $7.42M and bringing the position to 1,764,695 shares worth $84.2M. The position accounts for 0.14% of the portfolio, ranked #123.

Wealth Enhancement Advisory Services first reported a position in BMY in Q2 2017 and has held it in 19 quarters since. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,764,695 shares of Bristol-Myers Squibb worth $84.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 129,151 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.42M.
  • Bristol-Myers Squibb made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #123 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 19 quarters since.
  • 440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.