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Wealthquest’s Bristol-Myers Squibb BMY Stock Holding History

Wealthquest’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 		$350K Buy
6,075
+204
+3% +$11.7K 0.02% 124
2026
Q1 		$356K Buy
5,871
+111
+2% +$6.47K 0.03% 104
2025
Q4 		$311K Buy
+5,760
New +$277K 0.02% 106
2025
Q2 		– Sell
-4,669
Closed -$285K – 138
2025
Q1 		$285K Sell
4,669
-276
-6% -$16.1K 0.02% 102
2024
Q4 		$280K Buy
4,945
+135
+3% +$7.54K 0.02% 103
2024
Q3 		$254K Sell
4,810
-1,300
-21% -$61K 0.02% 107
2024
Q2 		$254K Sell
6,110
-20
-0.3% -$895 0.03% 110
2024
Q1 		$332K Hold
6,130
– – 0.04% 97
2023
Q4 		$315K Sell
6,130
-92
-1% -$4.83K 0.03% 102
2023
Q3 		$361K Buy
+6,222
New +$381K 0.04% 89
2023
Q2 		– Sell
-3,726
Closed -$258K – 122
2023
Q1 		$258K Sell
3,726
-233
-6% -$16.4K 0.03% 104
2022
Q4 		$285K Hold
3,959
– – 0.04% 101
2022
Q3 		$281K Sell
3,959
-106
-3% -$7.69K 0.04% 97
2022
Q2 		$313K Sell
4,065
-1
-0% -$76 0.05% 94
2022
Q1 		$253K Hold
4,066
– – 0.04% 124
2021
Q4 		$253K Buy
+4,066
New +$239K 0.04% 124
2021
Q3 		– Sell
-3,512
Closed -$234K – 137
2021
Q2 		$234K Buy
3,512
+46
+1% +$3K 0.04% 127
2021
Q1 		$218K Sell
3,466
-56
-2% -$3.48K 0.04% 132
2020
Q4 		$218K Buy
3,522
+56
+2% +$3.44K 0.05% 121
2020
Q3 		$208K Sell
3,466
-189
-5% -$11.4K 0.05% 106
2020
Q2 		$203K Buy
+3,655
New +$219K 0.05% 105
2019
Q4 		$323K Buy
5,045
+432
+9% +$24.7K 0.09% 100
2019
Q3 		$233K Buy
+4,613
New +$217K 0.08% 118
2019
Q2 		– Sell
-4,642
Closed -$221K – 128
2019
Q1 		$221K Sell
4,642
-237
-5% -$11.8K 0.08% 122
2018
Q4 		$253K Buy
+4,879
New +$262K 0.1% 105

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

Wealthquest's BMY Position: Q2 2026 in Review

Wealthquest increased its Bristol-Myers Squibb (BMY) stake by 3.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 6,075 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #124.

Wealthquest first reported a position in BMY in Q4 2018 and has held it in 25 quarters since. The position peaked at $361K in Q3 2023. 848 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealthquest held 6,075 shares of Bristol-Myers Squibb worth $350K as of Q2 2026.
  • Wealthquest bought 204 Bristol-Myers Squibb shares in Q2 2026, an estimated $11.7K.
  • Bristol-Myers Squibb made up 0.02% of Wealthquest's portfolio in Q2 2026, its #124 holding.
  • Wealthquest first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 25 quarters since.
  • Wealthquest's Bristol-Myers Squibb position peaked at $361K in Q3 2023.
  • 848 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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