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

Commonwealth 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	$485K	Sell	8,424 -146	-2%	-$8.38K	0.07%	146
2026 Q1	$520K	Buy	8,570 +101	+1%	+$5.89K	0.08%	121
2025 Q4	$457K	Buy	8,469 +193	+2%	+$9.29K	0.08%	131
2025 Q3	$373K	Buy	8,276 +1,277	+18%	+$59.6K	0.06%	141
2025 Q2	$324K	Sell	6,999 -73	-1%	-$3.58K	0.06%	151
2025 Q1	$431K	Buy	7,072 +163	+2%	+$9.5K	0.09%	119
2024 Q4	$391K	Buy	6,909 +904	+15%	+$50.5K	0.08%	124
2024 Q3	$318K	Sell	6,005 -1,733	-22%	-$81.3K	0.06%	143
2024 Q2	$309K	Sell	7,738 -595	-7%	-$26.6K	0.06%	138
2024 Q1	$428K	Hold	8,333	–	–	0.1%	104
2023 Q4	$428K	Sell	8,333 -480	-5%	-$25.2K	0.1%	103
2023 Q3	$512K	Buy	+8,813	New	+$540K	0.15%	95
2017 Q1	$22K	Hold	422	–	–	0.02%	140
2016 Q4	$21K	Sell	422 -316	-43%	-$17.3K	0.02%	130
2016 Q3	$40K	Hold	738	–	–	0.04%	92
2016 Q2	$54K	Hold	738	–	–	0.06%	83
2016 Q1	$47K	Hold	738	–	–	0.07%	84
2015 Q4	$51K	Hold	738	–	–	0.17%	69
2015 Q3	$44K	Hold	738	–	–	0.05%	80
2015 Q2	$49K	Hold	738	–	–	0.05%	89
2015 Q1	$48K	Hold	738	–	–	0.04%	93
2014 Q4	$44K	Buy	+738	New	+$41.6K	0.04%	88

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Commonwealth Financial Services reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, selling an estimated $8.38K and leaving 8,424 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #146.

Commonwealth Financial Services first reported a position in BMY in Q4 2014 and has held it in 22 quarters since. The position peaked at $520K in Q1 2026. 460 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Commonwealth Financial Services held 8,424 shares of Bristol-Myers Squibb worth $485K as of Q2 2026.
Commonwealth Financial Services sold 146 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.38K.
Bristol-Myers Squibb made up 0.07% of Commonwealth Financial Services's portfolio in Q2 2026, its #146 holding.
Commonwealth Financial Services first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 22 quarters since.
Commonwealth Financial Services's Bristol-Myers Squibb position peaked at $520K in Q1 2026.
460 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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