Xcel Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Xcel Wealth 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	$566K	Sell	9,821 -2,629	-21%	-$151K	0.14%	101
2026 Q1	$755K	Sell	12,450 -4,546	-27%	-$265K	0.21%	83
2025 Q4	$917K	Sell	16,996 -1,579	-9%	-$76K	0.23%	75
2025 Q3	$838K	Sell	18,575 -2,169	-10%	-$101K	0.22%	76
2025 Q2	$960K	Sell	20,744 -988	-5%	-$48.5K	0.27%	68
2025 Q1	$1.33M	Buy	21,732 +6,913	+47%	+$403K	0.41%	53
2024 Q4	$838K	Buy	14,819 +7,029	+90%	+$393K	0.23%	66
2024 Q3	$403K	Hold	7,790	–	–	0.12%	92
2024 Q2	$324K	Sell	7,790 -2,665	-25%	-$119K	0.1%	94
2024 Q1	$567K	Sell	10,455 -1,515	-13%	-$77.2K	0.18%	77
2023 Q4	$614K	Sell	11,970 -3,195	-21%	-$168K	0.22%	72
2023 Q3	$880K	Sell	15,165 -14,471	-49%	-$887K	0.35%	56
2023 Q2	$1.9M	Sell	29,636 -513	-2%	-$34.4K	0.6%	47
2023 Q1	$2.09M	Sell	30,149 -227	-0.7%	-$16K	0.74%	40
2022 Q4	$2.19M	Sell	30,376 -2,450	-7%	-$185K	0.86%	34
2022 Q3	$2.33M	Sell	32,826 -9,185	-22%	-$666K	0.87%	38
2022 Q2	$3.23M	Sell	42,011 -42,609	-50%	-$3.25M	1.18%	27
2022 Q1	$6.18M	Sell	84,620 -90,290	-52%	-$6.06M	1.69%	18
2021 Q4	$10.9M	Buy	174,910 +10,291	+6%	+$604K	2.8%	5
2021 Q3	$9.74M	Buy	164,619 +26,623	+19%	+$1.75M	2.82%	7
2021 Q2	$9.22M	Sell	137,996 -14,995	-10%	-$978K	2.78%	7
2021 Q1	$9.66M	Buy	152,991 +34,645	+29%	+$2.16M	3.44%	4
2020 Q4	$7.34M	Buy	118,346 +1,460	+1%	+$89.8K	3.17%	7
2020 Q3	$7.05M	Buy	116,886 +16,215	+16%	+$976K	3.62%	6
2020 Q2	$5.92M	Buy	100,671 +24,612	+32%	+$1.47M	3.67%	6
2020 Q1	$4.24M	Buy	76,059 +56,648	+292%	+$3.46M	3.82%	5
2019 Q4	$1.25M	Buy	+19,411	New	+$1.11M	1.03%	31

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Xcel Wealth Management's BMY Position: Q2 2026 in Review

Xcel Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 21% in Q2 2026, selling an estimated $151K and leaving 9,821 shares worth $566K. The position accounts for 0.14% of the portfolio, ranked #101.

Xcel Wealth Management first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q4 2021. 1,031 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Xcel Wealth Management held 9,821 shares of Bristol-Myers Squibb worth $566K as of Q2 2026.
Xcel Wealth Management sold 2,629 Bristol-Myers Squibb shares in Q2 2026, an estimated $151K.
Bristol-Myers Squibb made up 0.14% of Xcel Wealth Management's portfolio in Q2 2026, its #101 holding.
Xcel Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
Xcel Wealth Management's Bristol-Myers Squibb position peaked at $10.9M in Q4 2021.
1,031 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.