DHJJ Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

DHJJ Financial Advisors’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	$47.5K	Buy	825 +3	+0.4%	+$172	0.01%	420
2026 Q1	$49.9K	Buy	822 +3	+0.4%	+$175	0.02%	399
2025 Q4	$44.2K	Buy	819 +4	+0.5%	+$192	0.01%	402
2025 Q3	$36.8K	Buy	815 +34	+4%	+$1.59K	0.01%	404
2025 Q2	$36.1K	Buy	781 +267	+52%	+$13.1K	0.01%	393
2025 Q1	$31.3K	Hold	514	–	–	0.01%	379
2024 Q4	$29.1K	Sell	514 -200	-28%	-$11.2K	0.01%	377
2024 Q3	$36.9K	Hold	714	–	–	0.01%	348
2024 Q2	$29.7K	Sell	714 -50	-7%	-$2.24K	0.01%	339
2024 Q1	$41.4K	Hold	764	–	–	0.02%	288
2023 Q4	$39.2K	Hold	764	–	–	0.02%	285
2023 Q3	$44.3K	Buy	+764	New	+$46.8K	0.02%	256

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DHJJ Financial Advisors's BMY Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.36% in Q2 2026, buying an estimated $172 and bringing the position to 825 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #420.

DHJJ Financial Advisors first reported a position in BMY in Q3 2023 and has held it in 12 quarters since. The position peaked at $49.9K in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

DHJJ Financial Advisors held 825 shares of Bristol-Myers Squibb worth $47.5K as of Q2 2026.
DHJJ Financial Advisors bought 3 Bristol-Myers Squibb shares in Q2 2026, an estimated $172.
Bristol-Myers Squibb made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #420 holding.
DHJJ Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Bristol-Myers Squibb position peaked at $49.9K in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.