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

Cooper 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 		$714K Sell
12,387
-4,143
-25% -$238K 0.06% 215
2026
Q1 		$1M Buy
16,530
+3,727
+29% +$217K 0.1% 158
2025
Q4 		$691K Buy
12,803
+915
+8% +$44K 0.07% 191
2025
Q3 		$536K Sell
11,888
-1,143
-9% -$53.4K 0.06% 228
2025
Q2 		$603K Sell
13,031
-2,821
-18% -$138K 0.07% 212
2025
Q1 		$967K Buy
15,852
+1,700
+12% +$99.1K 0.13% 146
2024
Q4 		$800K Buy
14,152
+279
+2% +$15.6K 0.1% 174
2024
Q3 		$718K Sell
13,873
-4,895
-26% -$230K 0.09% 193
2024
Q2 		$779K Sell
18,768
-3,228
-15% -$144K 0.11% 160
2024
Q1 		$1.19M Buy
21,996
+2,539
+13% +$129K 0.2% 98
2023
Q4 		$998K Buy
19,457
+489
+3% +$25.7K 0.18% 110
2023
Q3 		$1.1M Buy
18,968
+407
+2% +$24.9K 0.26% 91
2023
Q2 		$1.19M Buy
18,561
+2,893
+18% +$194K 0.29% 80
2023
Q1 		$1.09M Buy
15,668
+1,061
+7% +$74.8K 0.29% 83
2022
Q4 		$1.05M Buy
14,607
+1,423
+11% +$107K 0.32% 76
2022
Q3 		$937K Buy
13,184
+2,069
+19% +$150K 0.34% 74
2022
Q2 		$856K Buy
11,115
+1,669
+18% +$127K 0.31% 84
2022
Q1 		$690K Buy
9,446
+332
+4% +$22.3K 0.26% 87
2021
Q4 		$568K Sell
9,114
-1,197
-12% -$70.2K 0.21% 108
2021
Q3 		$610K Buy
10,311
+439
+4% +$28.9K 0.13% 111
2021
Q2 		$660K Buy
9,872
+78
+0.8% +$5.09K 0.13% 103
2021
Q1 		$618K Sell
9,794
-3,605
-27% -$224K 0.14% 103
2020
Q4 		$831K Buy
13,399
+3,421
+34% +$210K 0.17% 104
2020
Q3 		$602K Buy
9,978
+124
+1% +$7.46K 0.17% 81
2020
Q2 		$579K Buy
9,854
+4,205
+74% +$252K 0.19% 75
2020
Q1 		$315K Buy
5,649
+1,050
+23% +$64.2K 0.13% 104
2019
Q4 		$295K Buy
+4,599
New +$263K 0.12% 108

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cooper Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 25% in Q2 2026, selling an estimated $238K and leaving 12,387 shares worth $714K. The position accounts for 0.06% of the portfolio, ranked #215.

Cooper Financial Group first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.19M in Q1 2024. 953 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Cooper Financial Group held 12,387 shares of Bristol-Myers Squibb worth $714K as of Q2 2026.
  • Cooper Financial Group sold 4,143 Bristol-Myers Squibb shares in Q2 2026, an estimated $238K.
  • Bristol-Myers Squibb made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #215 holding.
  • Cooper Financial Group first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • Cooper Financial Group's Bristol-Myers Squibb position peaked at $1.19M in Q1 2024.
  • 953 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.