Fi3 Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Fi3 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	$270K	Sell	4,064 -10,556	-72%	-$606K	0.06%	186
2026 Q1	$887K	Buy	14,620 +4,340	+42%	+$253K	0.26%	40
2025 Q4	$554K	Buy	+10,280	New	+$495K	0.17%	59
2025 Q2	–	Sell	-3,885	Closed	-$237K	–	170
2025 Q1	$237K	Buy	3,885 +330	+9%	+$19.2K	0.1%	103
2024 Q4	$201K	Buy	+3,555	New	+$199K	0.08%	120
2023 Q3	–	Sell	-3,135	Closed	-$200K	–	73
2023 Q2	$200K	Buy	3,135 +94	+3%	+$6.3K	0.1%	66
2023 Q1	$211K	Sell	3,041 -165	-5%	-$11.6K	0.11%	66
2022 Q4	$231K	Buy	+3,206	New	+$242K	0.13%	57

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fi3 Financial Advisors's BMY Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 72% in Q2 2026, selling an estimated $606K and leaving 4,064 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #186.

Fi3 Financial Advisors first reported a position in BMY in Q4 2022 and has held it in 8 quarters since. The position peaked at $887K in Q1 2026. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Fi3 Financial Advisors held 4,064 shares of Bristol-Myers Squibb worth $270K as of Q2 2026.
Fi3 Financial Advisors sold 10,556 Bristol-Myers Squibb shares in Q2 2026, an estimated $606K.
Bristol-Myers Squibb made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #186 holding.
Fi3 Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 8 quarters since.
Fi3 Financial Advisors's Bristol-Myers Squibb position peaked at $887K in Q1 2026.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.