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

Demars 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 		$1.78M Buy
30,977
+5,541
+22% +$318K 0.49% 26
2026
Q1 		$1.54M Sell
25,436
-1,143
-4% -$66.6K 0.51% 25
2025
Q4 		$1.43M Buy
26,579
+1,207
+5% +$58.1K 0.48% 22
2025
Q3 		$1.14M Buy
25,372
+7,384
+41% +$345K 0.4% 25
2025
Q2 		$833K Sell
17,988
-948,199
-98% -$46.5M 0.32% 30
2025
Q1 		$15.8M Buy
966,187
+84,545
+10% +$4.93M 0.45% 26
2024
Q4 		$15.6M Buy
+881,642
New +$49.3M 0.5% 26
2024
Q2 		– Sell
-5,153
Closed -$279K – 68
2024
Q1 		$279K Sell
5,153
-9,898
-66% -$504K 0.14% 57
2023
Q4 		$772K Sell
15,051
-62,519
-81% -$3.28M 0.41% 24
2023
Q3 		$4.5M Buy
77,570
+7,366
+10% +$451K 2.58% 8
2023
Q2 		$4.49M Sell
70,204
-347
-0.5% -$23.3K 2.49% 14
2023
Q1 		$4.89M Buy
70,551
+8,628
+14% +$609K 2.69% 8
2022
Q4 		$4.46M Sell
61,923
-4,231
-6% -$319K 2.46% 12
2022
Q3 		$4.7M Buy
66,154
+2,713
+4% +$197K 2.79% 6
2022
Q2 		$4.88M Sell
63,441
-6,541
-9% -$498K 2.78% 10
2022
Q1 		$5.11M Buy
69,982
+7,936
+13% +$533K 2.57% 9
2021
Q4 		$3.87M Buy
62,046
+4,082
+7% +$239K 2.05% 17
2021
Q3 		$3.43M Buy
57,964
+54,255
+1,463% +$3.57M 2.02% 21
2021
Q2 		$248K Buy
+3,709
New +$242K 0.15% 77

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Demars Financial Group increased its Bristol-Myers Squibb (BMY) stake by 22% in Q2 2026, buying an estimated $318K and bringing the position to 30,977 shares worth $1.78M. The position accounts for 0.49% of the portfolio, ranked #26.

Demars Financial Group first reported a position in BMY in Q2 2021 and has held it in 19 quarters since. The position peaked at $15.8M in Q1 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Demars Financial Group held 30,977 shares of Bristol-Myers Squibb worth $1.78M as of Q2 2026.
  • Demars Financial Group bought 5,541 Bristol-Myers Squibb shares in Q2 2026, an estimated $318K.
  • Bristol-Myers Squibb made up 0.49% of Demars Financial Group's portfolio in Q2 2026, its #26 holding.
  • Demars Financial Group first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 19 quarters since.
  • Demars Financial Group's Bristol-Myers Squibb position peaked at $15.8M in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.