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

Clayton 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 		$288K Sell
4,996
-347
-6% -$19.9K 0.16% 50
2026
Q1 		$324K Hold
5,343
– – 0.17% 57
2025
Q4 		$288K Buy
5,343
+447
+9% +$21.5K 0.15% 60
2025
Q3 		$221K Buy
+4,896
New +$229K 0.16% 48

Other funds holding BMY

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Clayton Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 6.5% in Q2 2026, selling an estimated $19.9K and leaving 4,996 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #50.

Clayton Financial Group first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $324K in Q1 2026. 863 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Clayton Financial Group held 4,996 shares of Bristol-Myers Squibb worth $288K as of Q2 2026.
  • Clayton Financial Group sold 347 Bristol-Myers Squibb shares in Q2 2026, an estimated $19.9K.
  • Bristol-Myers Squibb made up 0.16% of Clayton Financial Group's portfolio in Q2 2026, its #50 holding.
  • Clayton Financial Group first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • Clayton Financial Group's Bristol-Myers Squibb position peaked at $324K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.