Benchmark Financial Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Benchmark Financial Wealth Advisors’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	$1.52M	Buy	26,443 +325	+1%	+$18.7K	0.38%	41
2026 Q1	$1.58M	Buy	26,118 +2,151	+9%	+$125K	0.44%	37
2025 Q4	$1.29M	Buy	23,967 +223	+0.9%	+$10.7K	0.37%	41
2025 Q3	$1.07M	Sell	23,744 -756	-3%	-$35.3K	0.32%	46
2025 Q2	$1.13M	Buy	24,500 +1,934	+9%	+$94.9K	0.38%	41
2025 Q1	$1.38M	Buy	22,566 +1,823	+9%	+$106K	0.52%	30
2024 Q4	$1.17M	Buy	20,743 +1,193	+6%	+$66.7K	0.38%	36
2024 Q3	$1.01M	Buy	19,550 +933	+5%	+$43.8K	0.34%	35
2024 Q2	$773K	Buy	18,617 +2,089	+13%	+$93.5K	0.29%	37
2024 Q1	$896K	Buy	16,528 +1,284	+8%	+$65.4K	0.34%	33
2023 Q4	$782K	Sell	15,244 -745	-5%	-$39.1K	0.34%	34
2023 Q3	$928K	Buy	15,989 +536	+3%	+$32.8K	0.44%	29
2023 Q2	$988K	Buy	15,453 +542	+4%	+$36.3K	0.46%	25
2023 Q1	$1.03M	Buy	14,911 +20	+0.1%	+$1.41K	0.53%	24
2022 Q4	$1.07M	Sell	14,891 -291	-2%	-$21.9K	0.58%	24
2022 Q3	$1.08M	Buy	15,182 +619	+4%	+$44.9K	0.63%	25
2022 Q2	$1.12M	Buy	14,563 +101	+0.7%	+$7.69K	0.57%	26
2022 Q1	$1.06M	Sell	14,462 -4	-0%	-$269	0.45%	28
2021 Q4	$902K	Buy	14,466 +172	+1%	+$10.1K	0.38%	31
2021 Q3	$846K	Buy	14,294 +16	+0.1%	+$1.05K	0.4%	29
2021 Q2	$954K	Buy	14,278 +65	+0.5%	+$4.24K	0.46%	31
2021 Q1	$897K	Sell	14,213 -486	-3%	-$30.2K	0.49%	28
2020 Q4	$912K	Buy	14,699 +20	+0.1%	+$1.23K	0.5%	28
2020 Q3	$885K	Buy	+14,679	New	+$883K	0.57%	26

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

Benchmark Financial Wealth Advisors's BMY Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.2% in Q2 2026, buying an estimated $18.7K and bringing the position to 26,443 shares worth $1.52M. The position accounts for 0.38% of the portfolio, ranked #41.

Benchmark Financial Wealth Advisors first reported a position in BMY in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Benchmark Financial Wealth Advisors held 26,443 shares of Bristol-Myers Squibb worth $1.52M as of Q2 2026.
Benchmark Financial Wealth Advisors bought 325 Bristol-Myers Squibb shares in Q2 2026, an estimated $18.7K.
Bristol-Myers Squibb made up 0.38% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Benchmark Financial Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 24 quarters since.
Benchmark Financial Wealth Advisors's Bristol-Myers Squibb position peaked at $1.58M in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.