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

Fiduciary 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	$452K	Buy	7,846 +215	+3%	+$12.3K	0.05%	218
2026 Q1	$463K	Sell	7,631 -393	-5%	-$22.9K	0.06%	187
2025 Q4	$433K	Sell	8,024 -238	-3%	-$11.4K	0.06%	191
2025 Q3	$373K	Buy	8,262 +1,071	+15%	+$50K	0.06%	210
2025 Q2	$342K	Buy	7,191 +2,688	+60%	+$132K	0.06%	206
2025 Q1	$227K	Sell	4,503 -269	-6%	-$15.7K	0.05%	255
2024 Q4	$266K	Sell	4,772 -295	-6%	-$16.5K	0.06%	230
2024 Q3	$266K	Buy	5,067 +181	+4%	+$8.49K	0.06%	225
2024 Q2	$201K	Buy	+4,886	New	+$219K	0.05%	251

Other funds holding BMY

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Fiduciary Financial Group increased its Bristol-Myers Squibb (BMY) stake by 2.8% in Q2 2026, buying an estimated $12.3K and bringing the position to 7,846 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #218.

Fiduciary Financial Group first reported a position in BMY in Q2 2024 and has held it in 9 quarters since. The position peaked at $463K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Fiduciary Financial Group held 7,846 shares of Bristol-Myers Squibb worth $452K as of Q2 2026.
Fiduciary Financial Group bought 215 Bristol-Myers Squibb shares in Q2 2026, an estimated $12.3K.
Bristol-Myers Squibb made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #218 holding.
Fiduciary Financial Group first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Bristol-Myers Squibb position peaked at $463K in Q1 2026.
1,031 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.