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

Benedict Financial 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 		$4.04M Buy
70,088
+902
+1% +$51.8K 0.78% 43
2026
Q1 		$4.2M Buy
69,186
+549
+0.8% +$32K 0.87% 35
2025
Q4 		$3.7M Buy
68,637
+3,837
+6% +$185K 0.78% 44
2025
Q3 		$2.92M Sell
64,800
-1,777
-3% -$83K 0.63% 55
2025
Q2 		$3.08M Buy
66,577
+10
+0% +$491 0.7% 50
2025
Q1 		$4.06M Buy
66,567
+444
+0.7% +$25.9K 0.94% 36
2024
Q4 		$3.74M Buy
66,123
+817
+1% +$45.6K 0.91% 40
2024
Q3 		$3.38M Sell
65,306
-6,630
-9% -$311K 0.8% 48
2024
Q2 		$2.99M Sell
71,936
-3,345
-4% -$150K 0.76% 50
2024
Q1 		$4.08M Buy
75,281
+1,484
+2% +$75.6K 1.04% 34
2023
Q4 		$3.79M Sell
73,797
-142
-0.2% -$7.45K 1.03% 35
2023
Q3 		$4.29M Buy
73,939
+1,344
+2% +$82.4K 1.24% 27
2023
Q2 		$4.64M Buy
72,595
+1,461
+2% +$98K 1.28% 24
2023
Q1 		$4.93M Buy
71,134
+1,967
+3% +$139K 1.39% 22
2022
Q4 		$4.98M Buy
69,167
+1,109
+2% +$83.6K 1.48% 20
2022
Q3 		$4.84M Buy
68,058
+570
+0.8% +$41.3K 1.55% 19
2022
Q2 		$5.2M Buy
67,488
+1,789
+3% +$136K 1.54% 19
2022
Q1 		$4.8M Buy
65,699
+2,528
+4% +$170K 1.28% 25
2021
Q4 		$3.94M Buy
63,171
+3,211
+5% +$188K 1.03% 37
2021
Q3 		$3.55M Buy
59,960
+2,002
+3% +$132K 0.99% 39
2021
Q2 		$3.87M Buy
57,958
+2,509
+5% +$164K 1.08% 34
2021
Q1 		$3.5M Buy
55,449
+2,904
+6% +$181K 1.01% 34
2020
Q4 		$3.26M Buy
52,545
+4,252
+9% +$261K 1.17% 29
2020
Q3 		$2.91M Buy
48,293
+4,229
+10% +$255K 1.12% 33
2020
Q2 		$2.59M Buy
44,064
+510
+1% +$30.5K 1.07% 35
2020
Q1 		$2.43M Buy
43,554
+844
+2% +$51.6K 1.14% 33
2019
Q4 		$2.74M Buy
42,710
+2,853
+7% +$163K 1.07% 39
2019
Q3 		$2.02M Buy
39,857
+3,082
+8% +$145K 0.83% 48
2019
Q2 		$1.67M Buy
36,775
+7,650
+26% +$356K 0.7% 51
2019
Q1 		$1.39M Buy
29,125
+2,442
+9% +$122K 0.6% 56
2018
Q4 		$1.39M Buy
26,683
+1,435
+6% +$77.1K 0.68% 52
2018
Q3 		$1.57M Buy
25,248
+974
+4% +$57.8K 0.7% 51
2018
Q2 		$1.34M Buy
24,274
+3,771
+18% +$204K 0.66% 53
2018
Q1 		$1.3M Buy
20,503
+3,752
+22% +$241K 0.65% 50
2017
Q4 		$1.03M Buy
16,751
+10,166
+154% +$636K 0.49% 64
2017
Q3 		$420K Buy
+6,585
New +$384K 0.22% 81

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Benedict Financial Advisors's BMY Position: Q2 2026 in Review

Benedict Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.3% in Q2 2026, buying an estimated $51.8K and bringing the position to 70,088 shares worth $4.04M. The position accounts for 0.78% of the portfolio, ranked #43.

Benedict Financial Advisors first reported a position in BMY in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.2M in Q2 2022. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Benedict Financial Advisors held 70,088 shares of Bristol-Myers Squibb worth $4.04M as of Q2 2026.
  • Benedict Financial Advisors bought 902 Bristol-Myers Squibb shares in Q2 2026, an estimated $51.8K.
  • Bristol-Myers Squibb made up 0.78% of Benedict Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Benedict Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 36 quarters since.
  • Benedict Financial Advisors's Bristol-Myers Squibb position peaked at $5.2M in Q2 2022.
  • 440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.