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Wealth Management Associates’s Bristol-Myers Squibb BMY Stock Holding History

Wealth Management Associates’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 		$228K Buy
3,965
+7
+0.2% +$402 0.06% 225
2026
Q1 		$240K Buy
3,958
+7
+0.2% +$408 0.08% 206
2025
Q4 		$213K Sell
3,951
-1,040
-21% -$50K 0.07% 217
2025
Q3 		$225K Buy
4,991
+64
+1% +$2.99K 0.08% 209
2025
Q2 		$228K Buy
4,927
+7
+0.1% +$344 0.09% 197
2025
Q1 		$300K Sell
4,920
-43
-0.9% -$2.51K 0.13% 157
2024
Q4 		$281K Buy
+4,963
New +$277K 0.12% 159
2023
Q4 		– Sell
-3,869
Closed -$225K – 203
2023
Q3 		$225K Buy
3,869
+53
+1% +$3.25K 0.13% 163
2023
Q2 		$244K Sell
3,816
-79
-2% -$5.3K 0.14% 156
2023
Q1 		$270K Buy
3,895
+493
+14% +$34.8K 0.17% 144
2022
Q4 		$245K Sell
3,402
-56
-2% -$4.22K 0.16% 152
2022
Q3 		$246K Buy
3,458
+4
+0.1% +$290 0.17% 143
2022
Q2 		$266K Buy
3,454
+4
+0.1% +$305 0.18% 138
2022
Q1 		$252K Buy
3,450
+5
+0.1% +$336 0.14% 162
2021
Q4 		$215K Sell
3,445
-373
-10% -$21.9K 0.12% 183
2021
Q3 		$226K Sell
3,818
-5,264
-58% -$347K 0.13% 172
2021
Q2 		$607K Buy
9,082
+1,122
+14% +$73.2K 0.34% 69
2021
Q1 		$503K Buy
7,960
+379
+5% +$23.6K 0.32% 77
2020
Q4 		$470K Buy
7,581
+246
+3% +$15.1K 0.31% 82
2020
Q3 		$442K Sell
7,335
-142
-2% -$8.55K 0.34% 69
2020
Q2 		$440K Buy
7,477
+2
+0% +$120 0.37% 64
2020
Q1 		$417K Buy
7,475
+102
+1% +$6.23K 0.42% 56
2019
Q4 		$473K Sell
7,373
-98
-1% -$5.61K 0.34% 73
2019
Q3 		$379K Buy
+7,471
New +$351K 0.3% 80

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
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
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
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

Wealth Management Associates's BMY Position: Q2 2026 in Review

Wealth Management Associates increased its Bristol-Myers Squibb (BMY) stake by 0.18% in Q2 2026, buying an estimated $402 and bringing the position to 3,965 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #225.

Wealth Management Associates first reported a position in BMY in Q3 2019 and has held it in 24 quarters since. The position peaked at $607K in Q2 2021. 565 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Management Associates held 3,965 shares of Bristol-Myers Squibb worth $228K as of Q2 2026.
  • Wealth Management Associates bought 7 Bristol-Myers Squibb shares in Q2 2026, an estimated $402.
  • Bristol-Myers Squibb made up 0.06% of Wealth Management Associates's portfolio in Q2 2026, its #225 holding.
  • Wealth Management Associates first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 24 quarters since.
  • Wealth Management Associates's Bristol-Myers Squibb position peaked at $607K in Q2 2021.
  • 565 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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