Planning Strategies Inc.’s Bristol-Myers Squibb BMY Stock Holding History

Planning Strategies Inc.’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	$78.4K	Buy	+1,361	New	+$78.2K	0.05%	125

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s BMY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 1,361 shares worth $78.4K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

954 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Planning Strategies Inc. held 1,361 shares of Bristol-Myers Squibb worth $78.4K as of Q2 2026.
Bristol-Myers Squibb was a new Planning Strategies Inc. position in Q2 2026.
Bristol-Myers Squibb made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #125 holding.
954 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.