Wealthcare Advisory Partners’s Bristol-Myers Squibb BMY Stock Holding History

Wealthcare Advisory Partners’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	$2.03M	Sell	35,230 -7,791	-18%	-$447K	0.04%	359
2026 Q1	$2.61M	Buy	43,021 +7,240	+20%	+$422K	0.05%	310
2025 Q4	$1.93M	Sell	35,781 -9,707	-21%	-$467K	0.04%	374
2025 Q3	$2.05M	Sell	45,488 -1,985	-4%	-$92.7K	0.04%	340
2025 Q2	$2.2M	Buy	47,473 +546	+1%	+$26.8K	0.05%	305
2025 Q1	$2.86M	Buy	46,927 +3,041	+7%	+$177K	0.08%	226
2024 Q4	$2.48M	Sell	43,886 -1,065	-2%	-$59.5K	0.07%	232
2024 Q3	$2.33M	Buy	44,951 +395	+0.9%	+$18.5K	0.07%	245
2024 Q2	$1.85M	Buy	44,556 +6,015	+16%	+$269K	0.06%	251
2024 Q1	$2.09M	Sell	38,541 -5,602	-13%	-$285K	0.07%	221
2023 Q4	$2.26M	Sell	44,143 -2,489	-5%	-$131K	0.09%	178
2023 Q3	$2.71M	Sell	46,632 -1,405	-3%	-$86.1K	0.12%	141
2023 Q2	$3.07M	Sell	48,037 -1,247	-3%	-$83.6K	0.14%	130
2023 Q1	$3.42M	Sell	49,284 -2,026	-4%	-$143K	0.15%	120
2022 Q4	$3.69M	Buy	51,310 +1,437	+3%	+$108K	0.18%	99
2022 Q3	$3.54M	Buy	49,873 +910	+2%	+$66K	0.2%	90
2022 Q2	$3.77M	Buy	48,963 +6,898	+16%	+$525K	0.23%	72
2022 Q1	$3.07M	Sell	42,065 -7,834	-16%	-$526K	0.19%	68
2021 Q4	$3.11M	Sell	49,899 -1,585	-3%	-$93K	0.19%	68
2021 Q3	$3.05M	Buy	51,484 +2,007	+4%	+$132K	0.2%	73
2021 Q2	$3.31M	Buy	49,477 +5,051	+11%	+$329K	0.22%	68
2021 Q1	$2.81M	Buy	44,426 +18,171	+69%	+$1.13M	0.2%	68
2020 Q4	$1.63M	Buy	26,255 +1,365	+5%	+$83.9K	0.14%	88
2020 Q3	$1.5M	Buy	24,890 +308	+1%	+$18.5K	0.16%	83
2020 Q2	$1.45M	Buy	24,582 +61	+0.2%	+$3.65K	0.18%	73
2020 Q1	$1.37M	Sell	24,521 -1,252	-5%	-$76.5K	0.2%	66
2019 Q4	$1.65M	Buy	25,773 +1,034	+4%	+$59.2K	0.21%	63
2019 Q3	$1.25M	Sell	24,739 -729	-3%	-$34.3K	0.18%	72
2019 Q2	$1.16M	Buy	25,468 +195	+0.8%	+$9.08K	0.18%	70
2019 Q1	$1.21M	Sell	25,273 -715	-3%	-$35.6K	0.21%	67
2018 Q4	$1.35M	Buy	25,988 +890	+4%	+$47.8K	0.26%	54
2018 Q3	$1.56M	Sell	25,098 -993	-4%	-$58.9K	0.29%	52
2018 Q2	$1.44M	Sell	26,091 -1,837	-7%	-$99.2K	0.28%	54
2018 Q1	$1.77M	Sell	27,928 -844	-3%	-$54.3K	0.4%	37
2017 Q4	$1.76M	Buy	28,772 +14	+0%	+$876	0.45%	30
2017 Q3	$1.83M	Buy	28,758 +28,556	+14,137%	+$1.67M	0.54%	26
2017 Q2	$11K	Buy	202 +76	+60%	+$4.14K	0.01%	78
2017 Q1	$7K	Buy	126 +55	+77%	+$3.02K	﹤0.01%	83
2016 Q4	$4K	Hold	71	–	–	﹤0.01%	92
2016 Q3	$4K	Hold	71	–	–	﹤0.01%	73
2016 Q2	$5K	Buy	+71	New	+$5.02K	﹤0.01%	89

Other funds holding BMY

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wealthcare Advisory Partners's BMY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, selling an estimated $447K and leaving 35,230 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #359.

Wealthcare Advisory Partners first reported a position in BMY in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.77M in Q2 2022. 862 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Wealthcare Advisory Partners held 35,230 shares of Bristol-Myers Squibb worth $2.03M as of Q2 2026.
Wealthcare Advisory Partners sold 7,791 Bristol-Myers Squibb shares in Q2 2026, an estimated $447K.
Bristol-Myers Squibb made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #359 holding.
Wealthcare Advisory Partners first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's Bristol-Myers Squibb position peaked at $3.77M in Q2 2022.
862 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.