Birch Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Birch Financial Group’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	$219K	Buy	3,805 +72	+2%	+$4.13K	0.11%	128
2026 Q1	$226K	Buy	+3,733	New	+$218K	0.13%	123
2025 Q2	–	Sell	-3,637	Closed	-$222K	–	117
2025 Q1	$222K	Buy	+3,637	New	+$212K	0.2%	95

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

Birch Financial Group's BMY Position: Q2 2026 in Review

Birch Financial Group increased its Bristol-Myers Squibb (BMY) stake by 1.9% in Q2 2026, buying an estimated $4.13K and bringing the position to 3,805 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #128.

Birch Financial Group first reported a position in BMY in Q1 2025 and has held it in 3 quarters since. The position peaked at $226K in Q1 2026. 953 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Birch Financial Group held 3,805 shares of Bristol-Myers Squibb worth $219K as of Q2 2026.
Birch Financial Group bought 72 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.13K.
Bristol-Myers Squibb made up 0.11% of Birch Financial Group's portfolio in Q2 2026, its #128 holding.
Birch Financial Group first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 3 quarters since.
Birch Financial Group's Bristol-Myers Squibb position peaked at $226K in Q1 2026.
953 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.