Financial Perspectives’s Bristol-Myers Squibb BMY Stock Holding History

Financial Perspectives’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	$59.5K	Hold	1,033	–	–	0.01%	308
2026 Q1	$62.7K	Hold	1,033	–	–	0.02%	279
2025 Q4	$55.7K	Sell	1,033 -33	-3%	-$1.59K	0.02%	300
2025 Q3	$48.1K	Hold	1,066	–	–	0.01%	319
2025 Q2	$49.3K	Hold	1,066	–	–	0.01%	312
2025 Q1	$65K	Hold	1,066	–	–	0.02%	264
2024 Q4	$60.3K	Hold	1,066	–	–	0.02%	276
2024 Q3	$55.2K	Hold	1,066	–	–	0.02%	276
2024 Q2	$44.3K	Hold	1,066	–	–	0.02%	291
2024 Q1	$57.8K	Hold	1,066	–	–	0.02%	265
2023 Q4	$54.7K	Buy	1,066 +233	+28%	+$12.2K	0.02%	261
2023 Q3	$48.3K	Buy	833 +33	+4%	+$2.02K	0.02%	258
2023 Q2	$51.2K	Sell	800 -60	-7%	-$4.02K	0.02%	260
2023 Q1	$59.6K	Hold	860	–	–	0.03%	240
2022 Q4	$61.9K	Hold	860	–	–	0.03%	229
2022 Q3	$61.1K	Hold	860	–	–	0.03%	217
2022 Q2	$66.2K	Hold	860	–	–	0.04%	211
2022 Q1	$62.8K	Hold	860	–	–	0.03%	234
2021 Q4	$53.6K	Hold	860	–	–	0.03%	235
2021 Q3	$50.9K	Hold	860	–	–	0.03%	236
2021 Q2	$57.5K	Sell	860 -58,356	-99%	-$3.81M	0.03%	243
2021 Q1	$938K	Buy	59,216 +54,848	+1,256%	+$3.41M	0.05%	218
2020 Q4	$271K	Buy	4,368 +293	+7%	+$18K	0.15%	93
2020 Q3	$246K	Hold	4,075	–	–	0.16%	87
2020 Q2	$240K	Sell	4,075 -50	-1%	-$2.99K	0.17%	75
2020 Q1	$230K	Buy	4,125 +265	+7%	+$16.2K	0.19%	68
2019 Q4	$248K	Buy	+3,860	New	+$221K	0.17%	70

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

Financial Perspectives's BMY Position: Q2 2026 in Review

Financial Perspectives held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 1,033 shares worth $59.5K. The position accounts for 0.01% of the portfolio, ranked #308.

Financial Perspectives first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $938K in Q1 2021. 1,027 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Financial Perspectives held 1,033 shares of Bristol-Myers Squibb worth $59.5K as of Q2 2026.
Financial Perspectives left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #308 holding.
Financial Perspectives first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Bristol-Myers Squibb position peaked at $938K in Q1 2021.
1,027 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.