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

Community Financial Services 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	$109K	Hold	1,931	–	–	0.02%	165
2026 Q1	$119K	Buy	+1,931	New	+$113K	0.02%	137
2024 Q2	–	Sell	-74,986	Closed	-$4.07M	–	122
2024 Q1	$4.07M	Buy	+74,986	New	+$3.82M	0.93%	36
2023 Q3	$766K	Buy	+13,195	New	+$808K	0.19%	72
2017 Q2	–	Sell	-4,755	Closed	-$259K	–	56
2017 Q1	$259K	Buy	4,755 +1,099	+30%	+$60.3K	0.12%	55
2016 Q4	$214K	Buy	+3,656	New	+$200K	0.1%	57
2016 Q3	–	Sell	-3,816	Closed	-$281K	–	61
2016 Q2	$281K	Sell	3,816 -539	-12%	-$38.1K	0.14%	54
2016 Q1	$278K	Hold	4,355	–	–	0.14%	54
2015 Q4	$300K	Sell	4,355 -295	-6%	-$19.5K	0.15%	55
2015 Q3	$275K	Sell	4,650 -310	-6%	-$19.7K	0.14%	58
2015 Q2	$330K	Buy	4,960 +400	+9%	+$26.4K	0.16%	57
2015 Q1	$294K	Hold	4,560	–	–	0.14%	61
2014 Q4	$269K	Hold	4,560	–	–	0.12%	67
2014 Q3	$233K	Hold	4,560	–	–	0.12%	69
2014 Q2	$221K	Hold	4,560	–	–	0.11%	71
2014 Q1	$237K	Buy	+4,560	New	+$243K	0.12%	69
2013 Q4	–	Sell	-2,460	Closed	-$114K	–	84
2013 Q3	$114K	Sell	2,460 -1,035	-30%	-$45.4K	0.06%	77
2013 Q2	$157K	Buy	+3,495	New	+$152K	0.09%	68

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

Community Financial Services Group's BMY Position: Q2 2026 in Review

Community Financial Services Group held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 1,931 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #165.

Community Financial Services Group first reported a position in BMY in Q2 2013 and has held it in 18 quarters since. The position peaked at $4.07M in Q1 2024. 500 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Community Financial Services Group held 1,931 shares of Bristol-Myers Squibb worth $109K as of Q2 2026.
Community Financial Services Group left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #165 holding.
Community Financial Services Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 18 quarters since.
Community Financial Services Group's Bristol-Myers Squibb position peaked at $4.07M in Q1 2024.
500 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.