Burkett Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Burkett Financial Services’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	$2.3K	Hold	39	–	–	﹤0.01%	234
2026 Q1	$2.4K	Hold	39	–	–	﹤0.01%	214
2025 Q4	$2.11K	Hold	39	–	–	﹤0.01%	206
2025 Q3	$1.74K	Sell	39 -387	-91%	-$18.1K	﹤0.01%	200
2025 Q2	$19.7K	Buy	426 +6	+1%	+$295	0.01%	127
2025 Q1	$25.6K	Buy	420 +4	+1%	+$233	0.01%	122
2024 Q4	$23.5K	Buy	416 +4	+1%	+$223	0.01%	115
2024 Q3	$21.3K	Sell	412 -189	-31%	-$8.87K	0.01%	112
2024 Q2	$24.9K	Sell	601 -1,075	-64%	-$48.1K	0.01%	108
2024 Q1	$90.9K	Buy	1,676 +20	+1%	+$1.02K	0.05%	63
2023 Q4	$85K	Buy	+1,656	New	+$86.9K	0.05%	65

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

Burkett Financial Services's BMY Position: Q2 2026 in Review

Burkett Financial Services held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 39 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Burkett Financial Services first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $90.9K in Q1 2024. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Burkett Financial Services held 39 shares of Bristol-Myers Squibb worth $2.3K as of Q2 2026.
Burkett Financial Services left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #234 holding.
Burkett Financial Services first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Bristol-Myers Squibb position peaked at $90.9K in Q1 2024.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.