Beacon Financial Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Beacon Financial Strategies’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	$40.8K	Hold	708	–	–	0.02%	108
2026 Q1	$42.9K	Sell	708 -3	-0.4%	-$175	0.02%	80
2025 Q4	$38.4K	Buy	+711	New	+$34.2K	0.02%	88
2023 Q3	–	Sell	-8,917	Closed	-$570K	–	35
2023 Q2	$570K	Buy	+8,917	New	+$598K	0.47%	15

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

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

Beacon Financial Strategies's BMY Position: Q2 2026 in Review

Beacon Financial Strategies held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 708 shares worth $40.8K. The position accounts for 0.02% of the portfolio, ranked #108.

Beacon Financial Strategies first reported a position in BMY in Q2 2023 and has held it in 4 quarters since. The position peaked at $570K in Q2 2023. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Beacon Financial Strategies held 708 shares of Bristol-Myers Squibb worth $40.8K as of Q2 2026.
Beacon Financial Strategies left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #108 holding.
Beacon Financial Strategies first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 4 quarters since.
Beacon Financial Strategies's Bristol-Myers Squibb position peaked at $570K in Q2 2023.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.