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Finward Bancorp’s Bristol-Myers Squibb BMY Stock Holding History

Finward Bancorp’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 		$213K Hold
3,695
– – 0.16% 103
2026
Q1 		$224K Buy
+3,695
New +$215K 0.18% 98
2025
Q2 		– Sell
-3,695
Closed -$225K – 102
2025
Q1 		$225K Sell
3,695
-169
-4% -$9.85K 0.2% 94
2024
Q4 		$219K Buy
+3,864
New +$216K 0.19% 93

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Finward Bancorp's BMY Position: Q2 2026 in Review

Finward Bancorp held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,695 shares worth $213K. The position accounts for 0.16% of the portfolio, ranked #103.

Finward Bancorp first reported a position in BMY in Q4 2024 and has held it in 4 quarters since. The position peaked at $225K in Q1 2025. 566 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Finward Bancorp held 3,695 shares of Bristol-Myers Squibb worth $213K as of Q2 2026.
  • Finward Bancorp left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.16% of Finward Bancorp's portfolio in Q2 2026, its #103 holding.
  • Finward Bancorp first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 4 quarters since.
  • Finward Bancorp's Bristol-Myers Squibb position peaked at $225K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.