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Center for Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Center for Financial Planning’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 		$96.3K Hold
1,671
– – 0.01% 244
2026
Q1 		$101K Sell
1,671
-133
-7% -$7.75K 0.01% 232
2025
Q4 		$97.3K Buy
1,804
+133
+8% +$6.4K 0.01% 231
2025
Q3 		$75.4K Sell
1,671
-198
-11% -$9.25K 0.01% 265
2025
Q2 		$86.5K Buy
1,869
+256
+16% +$12.6K 0.01% 232
2025
Q1 		$98.4K Hold
1,613
– – 0.01% 205
2024
Q4 		$91.2K Hold
1,613
– – 0.01% 204
2024
Q3 		$83.5K Sell
1,613
-95
-6% -$4.46K 0.01% 195
2024
Q2 		$70.9K Sell
1,708
-49
-3% -$2.19K 0.01% 202
2024
Q1 		$95.3K Buy
1,757
+341
+24% +$17.4K 0.01% 187
2023
Q4 		$72.7K Hold
1,416
– – 0.01% 188
2023
Q3 		$82.2K Buy
1,416
+226
+19% +$13.8K 0.02% 181
2023
Q2 		$76.1K Sell
1,190
-300
-20% -$20.1K 0.02% 188
2023
Q1 		$103K Hold
1,490
– – 0.02% 162
2022
Q4 		$107K Sell
1,490
-7
-0.5% -$528 0.03% 157
2022
Q3 		$106K Sell
1,497
-197
-12% -$14.3K 0.03% 155
2022
Q2 		$130K Buy
1,694
+190
+13% +$14.5K 0.03% 145
2022
Q1 		$110K Hold
1,504
– – 0.02% 168
2021
Q4 		$94K Sell
1,504
-3,364
-69% -$197K 0.02% 176
2021
Q3 		$288K Buy
4,868
+1
+0% +$66 0.07% 105
2021
Q2 		$325K Hold
4,867
– – 0.08% 99
2021
Q1 		$307K Buy
4,867
+85
+2% +$5.29K 0.08% 99
2020
Q4 		$297K Buy
4,782
+56
+1% +$3.44K 0.08% 97
2020
Q3 		$285K Hold
4,726
– – 0.09% 91
2020
Q2 		$278K Sell
4,726
-383
-7% -$22.9K 0.1% 91
2020
Q1 		$285K Sell
5,109
-751
-13% -$45.9K 0.1% 84
2019
Q4 		$376K Buy
+5,860
New +$336K 0.09% 84

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
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

Center for Financial Planning's BMY Position: Q2 2026 in Review

Center for Financial Planning held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 1,671 shares worth $96.3K. The position accounts for 0.01% of the portfolio, ranked #244.

Center for Financial Planning first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $376K in Q4 2019. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Center for Financial Planning held 1,671 shares of Bristol-Myers Squibb worth $96.3K as of Q2 2026.
  • Center for Financial Planning left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #244 holding.
  • Center for Financial Planning first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Bristol-Myers Squibb position peaked at $376K in Q4 2019.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.