AFC
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Ares Financial Consulting’s Bristol-Myers Squibb BMY Stock Holding History

Ares Financial Consulting’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 		$47.8K Hold
829
– – 0.03% 239
2026
Q1 		$51.2K Buy
829
+378
+84% +$22K 0.04% 211
2025
Q4 		$24.3K Buy
+451
New +$21.7K 0.02% 237

Other funds holding BMY

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ares Financial Consulting's BMY Position: Q2 2026 in Review

Ares Financial Consulting held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 829 shares worth $47.8K. The position accounts for 0.03% of the portfolio, ranked #239.

Ares Financial Consulting first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $51.2K in Q1 2026. 1,431 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Ares Financial Consulting held 829 shares of Bristol-Myers Squibb worth $47.8K as of Q2 2026.
  • Ares Financial Consulting left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.03% of Ares Financial Consulting's portfolio in Q2 2026, its #239 holding.
  • Ares Financial Consulting first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Bristol-Myers Squibb position peaked at $51.2K in Q1 2026.
  • 1,431 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.