Wolff Financial Management’s Bristol-Myers Squibb BMY Stock Holding History

Wolff Financial Management’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	$579K	Hold	10,050	–	–	0.12%	69
2026 Q1	$610K	Hold	10,050	–	–	0.13%	66
2025 Q4	$542K	Hold	10,050	–	–	0.12%	67
2025 Q3	$453K	Sell	10,050 -5	-0%	-$234	0.11%	73
2025 Q2	$465K	Buy	10,055 +105	+1%	+$5.15K	0.12%	69
2025 Q1	$607K	Hold	9,950	–	–	0.17%	58
2024 Q4	$563K	Hold	9,950	–	–	0.16%	62
2024 Q3	$515K	Buy	+9,950	New	+$467K	0.14%	67
2024 Q2	–	Sell	-9,950	Closed	-$540K	–	43
2024 Q1	$540K	Hold	9,950	–	–	0.16%	64
2023 Q4	$511K	Hold	9,950	–	–	0.16%	66
2023 Q3	$577K	Buy	+9,950	New	+$610K	0.2%	57
2023 Q2	–	Sell	-9,950	Closed	-$690K	–	40
2023 Q1	$690K	Hold	9,950	–	–	0.24%	53
2022 Q4	$716K	Hold	9,950	–	–	0.26%	51
2022 Q3	$707K	Hold	9,950	–	–	0.32%	52
2022 Q2	$766K	Buy	9,950 +2,010	+25%	+$153K	0.34%	51
2022 Q1	$580K	Hold	7,940	–	–	0.23%	62
2021 Q4	$495K	Buy	+7,940	New	+$466K	0.19%	71
2021 Q1	$501K	Sell	7,940 -104	-1%	-$6.47K	0.23%	68
2020 Q4	$499K	Hold	8,044	–	–	0.26%	59
2020 Q3	$485K	Hold	8,044	–	–	0.29%	55
2020 Q2	$473K	Hold	8,044	–	–	0.3%	57
2020 Q1	$448K	Hold	8,044	–	–	0.34%	53
2019 Q4	$516K	Buy	8,044 +104	+1%	+$5.96K	0.34%	50
2019 Q3	$403K	Hold	7,940	–	–	0.29%	58
2019 Q2	$360K	Hold	7,940	–	–	0.28%	61
2019 Q1	$379K	Hold	7,940	–	–	0.31%	63
2018 Q4	$413K	Buy	+7,940	New	+$427K	0.4%	49

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Wolff Financial Management's BMY Position: Q2 2026 in Review

Wolff Financial Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 10,050 shares worth $579K. The position accounts for 0.12% of the portfolio, ranked #69.

Wolff Financial Management first reported a position in BMY in Q4 2018 and has held it in 27 quarters since. The position peaked at $766K in Q2 2022. 565 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Wolff Financial Management held 10,050 shares of Bristol-Myers Squibb worth $579K as of Q2 2026.
Wolff Financial Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.12% of Wolff Financial Management's portfolio in Q2 2026, its #69 holding.
Wolff Financial Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's Bristol-Myers Squibb position peaked at $766K in Q2 2022.
565 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.