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Farther Finance Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Farther Finance 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 		$8.53M Buy
148,017
+34,076
+30% +$1.96M 0.07% 253
2026
Q1 		$7.03M Buy
113,941
+35,658
+46% +$2.08M 0.07% 262
2025
Q4 		$4.22M Buy
78,283
+40,756
+109% +$1.96M 0.05% 354
2025
Q3 		$1.69M Buy
37,527
+3,078
+9% +$144K 0.03% 513
2025
Q2 		$1.59M Sell
34,449
-1,463
-4% -$71.8K 0.03% 434
2025
Q1 		$2.14M Buy
35,912
+13,372
+59% +$779K 0.05% 287
2024
Q4 		$1.27M Sell
22,540
-19,032
-46% -$1.06M 0.05% 299
2024
Q3 		$2.15M Buy
41,572
+4,436
+12% +$208K 0.08% 196
2024
Q2 		$1.53M Buy
37,136
+772
+2% +$34.5K 0.07% 207
2024
Q1 		$1.93M Buy
36,364
+6,346
+21% +$323K 0.12% 148
2023
Q4 		$1.54M Buy
30,018
+4,218
+16% +$221K 0.11% 168
2023
Q3 		$1.5M Buy
25,800
+6,147
+31% +$377K 0.24% 81
2023
Q2 		$1.26M Buy
19,653
+15,036
+326% +$1.01M 0.27% 73
2023
Q1 		$320K Buy
4,617
+2,859
+163% +$202K 0.09% 193
2022
Q4 		$126K Buy
+1,758
New +$133K 0.05% 285

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

Farther Finance Advisors's BMY Position: Q2 2026 in Review

Farther Finance Advisors increased its Bristol-Myers Squibb (BMY) stake by 30% in Q2 2026, buying an estimated $1.96M and bringing the position to 148,017 shares worth $8.53M. The position accounts for 0.07% of the portfolio, ranked #253.

Farther Finance Advisors first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. 801 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Farther Finance Advisors held 148,017 shares of Bristol-Myers Squibb worth $8.53M as of Q2 2026.
  • Farther Finance Advisors bought 34,076 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.96M.
  • Bristol-Myers Squibb made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #253 holding.
  • Farther Finance Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • 801 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.