Winthrop Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Winthrop Advisory 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	$276K	Buy	4,796 +314	+7%	+$18K	0.02%	182
2026 Q1	$272K	Buy	4,482 +8	+0.2%	+$466	0.02%	155
2025 Q4	$242K	Buy	+4,474	New	+$215K	0.02%	163
2025 Q2	–	Sell	-3,442	Closed	-$210K	–	182
2025 Q1	$210K	Buy	+3,442	New	+$201K	0.03%	145
2024 Q2	–	Sell	-4,077	Closed	-$221K	–	146
2024 Q1	$221K	Buy	4,077 +59	+1%	+$3.01K	0.03%	130
2023 Q4	$206K	Sell	4,018 -299	-7%	-$15.7K	0.03%	133
2023 Q3	$251K	Sell	4,317 -52	-1%	-$3.19K	0.04%	104
2023 Q2	$279K	Sell	4,369 -38	-0.9%	-$2.55K	0.04%	105
2023 Q1	$305K	Sell	4,407 -287	-6%	-$20.2K	0.05%	97
2022 Q4	$338K	Buy	4,694 +1	+0%	+$75	0.06%	92
2022 Q3	$334K	Buy	4,693 +127	+3%	+$9.21K	0.07%	76
2022 Q2	$354K	Buy	4,566 +7	+0.2%	+$533	0.08%	77
2022 Q1	$335K	Buy	4,559 +387	+9%	+$26K	0.07%	92
2021 Q4	$260K	Sell	4,172 -398	-9%	-$23.3K	0.05%	112
2021 Q3	$273K	Buy	4,570 +406	+10%	+$26.7K	0.06%	108
2021 Q2	$276K	Sell	4,164 -1,369	-25%	-$89.3K	0.06%	103
2021 Q1	$349K	Buy	5,533 +1,097	+25%	+$68.3K	0.09%	84
2020 Q4	$275K	Buy	4,436 +89	+2%	+$5.47K	0.07%	101
2020 Q3	$268K	Sell	4,347 -157	-3%	-$9.45K	0.08%	94
2020 Q2	$268K	Sell	4,504 -36	-0.8%	-$2.15K	0.09%	72
2020 Q1	$253K	Sell	4,540 -115	-2%	-$7.03K	0.1%	70
2019 Q4	$297K	Buy	+4,655	New	+$267K	0.11%	82

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

Winthrop Advisory Group's BMY Position: Q2 2026 in Review

Winthrop Advisory Group increased its Bristol-Myers Squibb (BMY) stake by 7% in Q2 2026, buying an estimated $18K and bringing the position to 4,796 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #182.

Winthrop Advisory Group first reported a position in BMY in Q4 2019 and has held it in 22 quarters since. The position peaked at $354K in Q2 2022. 832 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Winthrop Advisory Group held 4,796 shares of Bristol-Myers Squibb worth $276K as of Q2 2026.
Winthrop Advisory Group bought 314 Bristol-Myers Squibb shares in Q2 2026, an estimated $18K.
Bristol-Myers Squibb made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #182 holding.
Winthrop Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 22 quarters since.
Winthrop Advisory Group's Bristol-Myers Squibb position peaked at $354K in Q2 2022.
832 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.