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DDFG Inc’s Bristol-Myers Squibb BMY Stock Holding History

DDFG Inc’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 		$224K Buy
3,896
+2
+0.1% +$115 0.04% 84
2026
Q1 		$236K Sell
3,894
-469
-11% -$27.3K 0.05% 79
2025
Q4 		$235K Buy
+4,363
New +$210K 0.05% 79

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DDFG Inc's BMY Position: Q2 2026 in Review

DDFG Inc increased its Bristol-Myers Squibb (BMY) stake by 0.05% in Q2 2026, buying an estimated $115 and bringing the position to 3,896 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #84.

DDFG Inc first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 1,229 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • DDFG Inc held 3,896 shares of Bristol-Myers Squibb worth $224K as of Q2 2026.
  • DDFG Inc bought 2 Bristol-Myers Squibb shares in Q2 2026, an estimated $115.
  • Bristol-Myers Squibb made up 0.04% of DDFG Inc's portfolio in Q2 2026, its #84 holding.
  • DDFG Inc first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • DDFG Inc's Bristol-Myers Squibb position peaked at $236K in Q1 2026.
  • 1,229 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.