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Comprehensive Financial Consultants Institutional’s Bristol-Myers Squibb BMY Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.36M Buy
23,558
+336
+1% +$19.3K 0.36% 90
2026
Q1 		$1.41M Sell
23,222
-2,330
-9% -$136K 0.42% 85
2025
Q4 		$1.38M Buy
25,552
+2,699
+12% +$130K 0.42% 82
2025
Q3 		$1.03M Buy
22,853
+982
+4% +$45.9K 0.32% 97
2025
Q2 		$1.01M Buy
21,871
+372
+2% +$18.3K 0.33% 92
2025
Q1 		$1.31M Sell
21,499
-945
-4% -$55.1K 0.47% 78
2024
Q4 		$1.27M Sell
22,444
-96
-0.4% -$5.36K 0.46% 77
2024
Q3 		$1.17M Buy
22,540
+683
+3% +$32K 0.43% 83
2024
Q2 		$908K Buy
21,857
+3,655
+20% +$164K 0.36% 92
2024
Q1 		$987K Buy
18,202
+1,280
+8% +$65.2K 0.41% 84
2023
Q4 		$868K Buy
16,922
+2,402
+17% +$126K 0.4% 88
2023
Q3 		$843K Sell
14,520
-142
-1% -$8.7K 0.44% 82
2023
Q2 		$907K Buy
14,662
+401
+3% +$26.9K 0.48% 80
2023
Q1 		$988K Buy
14,261
+634
+5% +$44.7K 0.56% 68
2022
Q4 		$976K Buy
13,627
+82
+0.6% +$6.18K 0.59% 63
2022
Q3 		$966K Buy
13,545
+1,006
+8% +$73K 0.64% 55
2022
Q2 		$940K Sell
12,539
-78
-0.6% -$5.94K 0.67% 57
2022
Q1 		$967K Sell
12,617
-530
-4% -$35.6K 0.67% 53
2021
Q4 		$904K Buy
+13,147
New +$771K 0.58% 63

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

Comprehensive Financial Consultants Institutional's BMY Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Bristol-Myers Squibb (BMY) stake by 1.4% in Q2 2026, buying an estimated $19.3K and bringing the position to 23,558 shares worth $1.36M. The position accounts for 0.36% of the portfolio, ranked #90.

Comprehensive Financial Consultants Institutional first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 23,558 shares of Bristol-Myers Squibb worth $1.36M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 336 Bristol-Myers Squibb shares in Q2 2026, an estimated $19.3K.
  • Bristol-Myers Squibb made up 0.36% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #90 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Bristol-Myers Squibb position peaked at $1.41M in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.