COFG Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$245K Buy
4,247
+118
+3% +$6.78K 0.04% 278
2026
Q1
$250K Buy
4,129
+278
+7% +$16.2K 0.06% 204
2025
Q4
$208K Buy
+3,851
New +$185K 0.05% 220

Other funds holding BMY

COFG Advisors's BMY Position: Q2 2026 in Review

COFG Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.9% in Q2 2026, buying an estimated $6.78K and bringing the position to 4,247 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #278.

COFG Advisors first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 2,399 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • COFG Advisors held 4,247 shares of Bristol-Myers Squibb worth $245K as of Q2 2026.
  • COFG Advisors bought 118 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.78K.
  • Bristol-Myers Squibb made up 0.04% of COFG Advisors's portfolio in Q2 2026, its #278 holding.
  • COFG Advisors first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's Bristol-Myers Squibb position peaked at $250K in Q1 2026.
  • 2,399 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.