Crossmark Global Holdings’s Bristol-Myers Squibb BMY Stock Holding History

Crossmark Global Holdings’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	$21M	Buy	365,001 +56,025	+18%	+$3.22M	0.27%	83
2026 Q1	$18.7M	Sell	308,976 -577	-0.2%	-$33.6K	0.28%	84
2025 Q4	$16.7M	Buy	309,553 +63,065	+26%	+$3.03M	0.24%	91
2025 Q3	$11.1M	Buy	246,488 +18,462	+8%	+$862K	0.17%	148
2025 Q2	$10.6M	Buy	228,026 +11,574	+5%	+$568K	0.17%	145
2025 Q1	$13.2M	Buy	216,452 +25,638	+13%	+$1.49M	0.23%	106
2024 Q4	$10.8M	Buy	190,814 +5,488	+3%	+$307K	0.2%	129
2024 Q3	$9.59M	Sell	185,326 -160,079	-46%	-$7.51M	0.17%	148
2024 Q2	$14.3M	Buy	345,405 +27,509	+9%	+$1.23M	0.27%	81
2024 Q1	$17.2M	Buy	317,896 +26,696	+9%	+$1.36M	0.33%	65
2023 Q4	$14.9M	Buy	291,200 +50,406	+21%	+$2.65M	0.31%	72
2023 Q3	$13.6M	Sell	240,794 -8,343	-3%	-$511K	0.31%	78
2023 Q2	$15.3M	Buy	249,137 +22,291	+10%	+$1.49M	0.33%	67
2023 Q1	$15.7M	Buy	226,846 +12,225	+6%	+$862K	0.37%	61
2022 Q4	$15.4M	Buy	214,621 +116,603	+119%	+$8.79M	0.38%	61
2022 Q3	$6.97M	Buy	98,018 +45,153	+85%	+$3.28M	0.19%	135
2022 Q2	$4.07M	Buy	52,865 +5,915	+13%	+$450K	0.11%	221
2022 Q1	$3.43M	Sell	46,950 -2,668	-5%	-$179K	0.08%	274
2021 Q4	$3.09M	Buy	49,618 +290	+0.6%	+$17K	0.07%	288
2021 Q3	$2.92M	Sell	49,328 -851	-2%	-$56K	0.07%	291
2021 Q2	$3.35M	Sell	50,179 -6,056	-11%	-$395K	0.08%	261
2021 Q1	$3.55M	Buy	56,235 +1,218	+2%	+$75.8K	0.09%	238
2020 Q4	$3.41M	Sell	55,017 -48	-0.1%	-$2.95K	0.09%	257
2020 Q3	$3.32M	Sell	55,065 -1,862	-3%	-$112K	0.09%	234
2020 Q2	$3.35M	Buy	56,927 +4,842	+9%	+$290K	0.1%	234
2020 Q1	$2.9M	Buy	52,085 +1,907	+4%	+$117K	0.1%	222
2019 Q4	$3.22M	Buy	50,178 +18,862	+60%	+$1.08M	0.09%	255
2019 Q3	$1.59M	Sell	31,316 -6,740	-18%	-$317K	0.05%	426
2019 Q2	$1.73M	Sell	38,056 -206	-0.5%	-$9.6K	0.05%	428
2019 Q1	$1.82M	Sell	38,262 -1,555	-4%	-$77.5K	0.05%	401
2018 Q4	$2.07M	Buy	39,817 +1,260	+3%	+$67.7K	0.06%	349
2018 Q3	$2.39M	Buy	38,557 +3,470	+10%	+$206K	0.06%	357
2018 Q2	$1.94M	Sell	35,087 -6,170	-15%	-$333K	0.05%	397
2018 Q1	$2.61M	Sell	41,257 -2,432	-6%	-$156K	0.07%	345
2017 Q4	$2.68M	Buy	43,689 +692	+2%	+$43.3K	0.06%	350
2017 Q3	$2.74M	Buy	+42,997	New	+$2.51M	0.07%	329
2016 Q3	$2.74M	Buy	+42,997	New	+$2.76M	0.07%	329

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

Crossmark Global Holdings's BMY Position: Q2 2026 in Review

Crossmark Global Holdings increased its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, buying an estimated $3.22M and bringing the position to 365,001 shares worth $21M. The position accounts for 0.27% of the portfolio, ranked #83.

Crossmark Global Holdings first reported a position in BMY in Q3 2016 and has held it in 37 quarters since. 481 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Crossmark Global Holdings held 365,001 shares of Bristol-Myers Squibb worth $21M as of Q2 2026.
Crossmark Global Holdings bought 56,025 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.22M.
Bristol-Myers Squibb made up 0.27% of Crossmark Global Holdings's portfolio in Q2 2026, its #83 holding.
Crossmark Global Holdings first reported a position in Bristol-Myers Squibb in Q3 2016 and has held it in 37 quarters since.
481 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.