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

Wealth Group’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 		$789K Buy
13,692
+10,234
+296% +$588K 0.2% 68
2026
Q1 		$210K Buy
+3,458
New +$202K 0.2% 83
2025
Q2 		– Sell
-3,558
Closed -$217K – 104
2025
Q1 		$217K Sell
3,558
-2,457
-41% -$143K 0.14% 147
2024
Q4 		$340K Buy
+6,015
New +$336K 0.22% 102
2024
Q3 		– Sell
-5,560
Closed -$231K – 155
2024
Q2 		$231K Sell
5,560
-633
-10% -$28.3K 0.17% 135
2024
Q1 		$336K Buy
+6,193
New +$315K 0.25% 101

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Wealth Group's BMY Position: Q2 2026 in Review

Wealth Group increased its Bristol-Myers Squibb (BMY) stake by 296% in Q2 2026, buying an estimated $588K and bringing the position to 13,692 shares worth $789K. The position accounts for 0.2% of the portfolio, ranked #68.

Wealth Group first reported a position in BMY in Q1 2024 and has held it in 6 quarters since. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Group held 13,692 shares of Bristol-Myers Squibb worth $789K as of Q2 2026.
  • Wealth Group bought 10,234 Bristol-Myers Squibb shares in Q2 2026, an estimated $588K.
  • Bristol-Myers Squibb made up 0.2% of Wealth Group's portfolio in Q2 2026, its #68 holding.
  • Wealth Group first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 6 quarters since.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.