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

Everhart 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 		$1.21M Sell
21,040
-1,315
-6% -$75.5K 0.08% 141
2026
Q1 		$1.36M Buy
22,355
+4,578
+26% +$267K 0.12% 120
2025
Q4 		$959K Buy
17,777
+3,982
+29% +$192K 0.09% 162
2025
Q3 		$622K Buy
13,795
+4,733
+52% +$221K 0.06% 221
2025
Q2 		$419K Sell
9,062
-94
-1% -$4.61K 0.05% 251
2025
Q1 		$558K Buy
9,156
+1,591
+21% +$92.7K 0.08% 184
2024
Q4 		$428K Buy
7,565
+1,296
+21% +$72.4K 0.09% 209
2024
Q3 		$324K Buy
+6,269
New +$294K 0.07% 251
2024
Q2 		– Sell
-4,333
Closed -$235K – 298
2024
Q1 		$235K Buy
+4,333
New +$221K 0.07% 245
2023
Q3 		– Sell
-5,180
Closed -$331K – 215
2023
Q2 		$331K Buy
5,180
+452
+10% +$30.3K 0.14% 146
2023
Q1 		$328K Buy
4,728
+56
+1% +$3.95K 0.15% 125
2022
Q4 		$336K Sell
4,672
-1,639
-26% -$124K 0.17% 108
2022
Q3 		$448K Buy
6,311
+336
+6% +$24.4K 0.25% 78
2022
Q2 		$460K Buy
5,975
+2,887
+93% +$220K 0.28% 81
2022
Q1 		$226K Buy
+3,088
New +$207K 0.13% 115

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Everhart Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 5.9% in Q2 2026, selling an estimated $75.5K and leaving 21,040 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #141.

Everhart Financial Group first reported a position in BMY in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q1 2026. 888 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Everhart Financial Group held 21,040 shares of Bristol-Myers Squibb worth $1.21M as of Q2 2026.
  • Everhart Financial Group sold 1,315 Bristol-Myers Squibb shares in Q2 2026, an estimated $75.5K.
  • Bristol-Myers Squibb made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #141 holding.
  • Everhart Financial Group first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 15 quarters since.
  • Everhart Financial Group's Bristol-Myers Squibb position peaked at $1.36M in Q1 2026.
  • 888 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.