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Wedmont Private Capital’s Bristol-Myers Squibb BMY Stock Holding History

Wedmont Private Capital’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 		$1.11M Buy
19,243
+2,073
+12% +$119K 0.03% 323
2026
Q1 		$1.02M Sell
17,170
-2,086
-11% -$122K 0.03% 312
2025
Q4 		$1.09M Buy
19,256
+5,588
+41% +$269K 0.04% 267
2025
Q3 		$610K Sell
13,668
-768
-5% -$35.9K 0.02% 401
2025
Q2 		$688K Buy
14,436
+3,074
+27% +$151K 0.03% 352
2025
Q1 		$576K Buy
11,362
+875
+8% +$51K 0.03% 342
2024
Q4 		$586K Buy
10,487
+2,392
+30% +$134K 0.03% 327
2024
Q3 		$433K Buy
8,095
+999
+14% +$46.9K 0.02% 405
2024
Q2 		$287K Sell
7,096
-1,857
-21% -$83.1K 0.02% 508
2024
Q1 		$462K Sell
8,953
-716
-7% -$36.5K 0.03% 337
2023
Q4 		$501K Sell
9,669
-4,553
-32% -$239K 0.04% 308
2023
Q3 		$805K Buy
14,222
+169
+1% +$10.4K 0.08% 159
2023
Q2 		$870K Sell
14,053
-1,023
-7% -$68.6K 0.09% 147
2023
Q1 		$1.06M Buy
15,076
+545
+4% +$38.4K 0.14% 102
2022
Q4 		$1.06M Buy
14,531
+2,712
+23% +$204K 0.16% 95
2022
Q3 		$840K Buy
11,819
+96
+0.8% +$6.96K 0.17% 98
2022
Q2 		$903K Buy
11,723
+2,110
+22% +$161K 0.19% 76
2022
Q1 		$709K Buy
9,613
+3,076
+47% +$207K 0.16% 109
2021
Q4 		$422K Buy
+6,537
New +$383K 0.13% 127

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

Wedmont Private Capital's BMY Position: Q2 2026 in Review

Wedmont Private Capital increased its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, buying an estimated $119K and bringing the position to 19,243 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #323.

Wedmont Private Capital first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wedmont Private Capital held 19,243 shares of Bristol-Myers Squibb worth $1.11M as of Q2 2026.
  • Wedmont Private Capital bought 2,073 Bristol-Myers Squibb shares in Q2 2026, an estimated $119K.
  • Bristol-Myers Squibb made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #323 holding.
  • Wedmont Private Capital first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.