Financial Management Professionals’s Bristol-Myers Squibb BMY Stock Holding History

Financial Management Professionals’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	$5.76K	Buy	100 +47	+89%	+$2.7K	﹤0.01%	664
2026 Q1	$3.21K	Sell	53 -3	-5%	-$175	﹤0.01%	666
2025 Q4	$3.02K	Sell	56 -19	-25%	-$914	﹤0.01%	668
2025 Q3	$3.38K	Sell	75 -56	-43%	-$2.62K	﹤0.01%	640
2025 Q2	$6.06K	Sell	131 -373	-74%	-$18.3K	﹤0.01%	606
2025 Q1	$30.7K	Buy	504 +102	+25%	+$5.95K	﹤0.01%	333
2024 Q4	$22.7K	Buy	402 +18	+5%	+$1.01K	﹤0.01%	386
2024 Q3	$20K	Buy	384 +71	+23%	+$3.33K	﹤0.01%	420
2024 Q2	$13K	Buy	313 +123	+65%	+$5.5K	﹤0.01%	450
2024 Q1	$10K	Sell	190 -81	-30%	-$4.13K	﹤0.01%	531
2023 Q4	$14K	Sell	271 -3,322	-92%	-$174K	﹤0.01%	479
2023 Q3	$209K	Sell	3,593 -473	-12%	-$29K	0.04%	113
2023 Q2	$260K	Sell	4,066 -1,322	-25%	-$88.6K	0.04%	106
2023 Q1	$373K	Buy	5,388 +961	+22%	+$67.8K	0.07%	83
2022 Q4	$319K	Buy	4,427 +499	+13%	+$37.6K	0.07%	84
2022 Q3	$279K	Sell	3,928 -1,463	-27%	-$106K	0.06%	75
2022 Q2	$415K	Buy	5,391 +222	+4%	+$16.9K	0.1%	62
2022 Q1	$378K	Buy	5,169 +2,866	+124%	+$192K	0.08%	69
2021 Q4	$144K	Sell	2,303 -29	-1%	-$1.7K	0.03%	125
2021 Q3	$138K	Buy	2,332 +124	+6%	+$8.17K	0.03%	112
2021 Q2	$148K	Buy	2,208 +248	+13%	+$16.2K	0.04%	109
2021 Q1	$124K	Buy	1,960 +548	+39%	+$34.1K	0.03%	105
2020 Q4	$88K	Sell	1,412 -96	-6%	-$5.9K	0.02%	141
2020 Q3	$91K	Buy	1,508 +7	+0.5%	+$421	0.03%	118
2020 Q2	$88K	Buy	1,501 +1,224	+442%	+$73.2K	0.03%	115
2020 Q1	$15K	Sell	277 -51	-16%	-$3.12K	0.01%	150
2019 Q4	$21K	Buy	328 +127	+63%	+$7.27K	0.01%	142
2019 Q3	$10K	Buy	201 +51	+34%	+$2.4K	﹤0.01%	179
2019 Q2	$7K	Hold	150	–	–	﹤0.01%	216
2019 Q1	$7K	Hold	150	–	–	﹤0.01%	180
2018 Q4	$8K	Hold	150	–	–	0.01%	161
2018 Q3	$9K	Hold	150	–	–	﹤0.01%	182
2018 Q2	$8K	Hold	150	–	–	﹤0.01%	170
2018 Q1	$9K	Hold	150	–	–	﹤0.01%	167
2017 Q4	$9K	Hold	150	–	–	﹤0.01%	136
2017 Q3	$9K	Hold	150	–	–	﹤0.01%	138
2017 Q2	$8K	Hold	150	–	–	﹤0.01%	163
2017 Q1	$8K	Hold	150	–	–	﹤0.01%	182
2016 Q4	$8K	Hold	150	–	–	﹤0.01%	174
2016 Q3	$8K	Sell	150 -71	-32%	-$4.56K	﹤0.01%	190
2016 Q2	$16K	Buy	221 +71	+47%	+$5.02K	0.01%	157
2016 Q1	$10K	Hold	150	–	–	0.01%	146
2015 Q4	$10K	Hold	150	–	–	0.01%	146
2015 Q3	$9K	Hold	150	–	–	0.01%	164
2015 Q2	$9K	Hold	150	–	–	﹤0.01%	173
2015 Q1	$10K	Hold	150	–	–	﹤0.01%	176
2014 Q4	$9K	Hold	150	–	–	0.01%	192
2014 Q3	$7K	Hold	150	–	–	﹤0.01%	187
2014 Q2	$7K	Hold	150	–	–	﹤0.01%	183
2014 Q1	$8K	Hold	150	–	–	0.01%	176
2013 Q4	$8K	Hold	150	–	–	0.01%	184
2013 Q3	$7K	Hold	150	–	–	﹤0.01%	192
2013 Q2	$7K	Buy	+150	New	+$6.51K	0.01%	190

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

Financial Management Professionals's BMY Position: Q2 2026 in Review

Financial Management Professionals increased its Bristol-Myers Squibb (BMY) stake by 89% in Q2 2026, buying an estimated $2.7K and bringing the position to 100 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Financial Management Professionals first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $415K in Q2 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Financial Management Professionals held 100 shares of Bristol-Myers Squibb worth $5.76K as of Q2 2026.
Financial Management Professionals bought 47 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.7K.
Bristol-Myers Squibb made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #664 holding.
Financial Management Professionals first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's Bristol-Myers Squibb position peaked at $415K in Q2 2022.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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