Focus Financial Network’s Bristol-Myers Squibb BMY Stock Holding History

Focus Financial Network’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	$204K	Sell	3,539 -759	-18%	-$43.6K	0.01%	742
2026 Q1	$261K	Sell	4,298 -876	-17%	-$51.1K	0.01%	627
2025 Q4	$279K	Buy	5,174 +20	+0.4%	+$962	0.01%	612
2025 Q3	$232K	Buy	5,154 +339	+7%	+$15.8K	0.01%	669
2025 Q2	$223K	Buy	4,815 +747	+18%	+$36.7K	0.01%	659
2025 Q1	$248K	Buy	4,068 +248	+6%	+$14.5K	0.01%	603
2024 Q4	$216K	Sell	3,820 -75	-2%	-$4.19K	0.01%	636
2024 Q3	$202K	Buy	+3,895	New	+$183K	0.01%	654
2024 Q2	–	Sell	-4,880	Closed	-$236K	–	659
2024 Q1	$236K	Sell	4,880 -23,830	-83%	-$1.21M	0.01%	561
2023 Q4	$1.47M	Buy	28,710 +18,044	+169%	+$947K	0.06%	250
2023 Q3	$619K	Buy	10,666 +187	+2%	+$11.5K	0.03%	315
2023 Q2	$670K	Sell	10,479 -1,424	-12%	-$95.5K	0.04%	296
2023 Q1	$825K	Buy	11,903 +374	+3%	+$26.4K	0.05%	266
2022 Q4	$830K	Buy	11,529 +51	+0.4%	+$3.85K	0.07%	214
2022 Q3	$816K	Buy	11,478 +123	+1%	+$8.92K	0.07%	205
2022 Q2	$880K	Buy	11,355 +534	+5%	+$40.7K	0.07%	209
2022 Q1	$796K	Sell	10,821 -18,662	-63%	-$1.25M	0.06%	230
2021 Q4	$1.84M	Buy	29,483 +1,244	+4%	+$73K	0.27%	86
2021 Q3	$1.68M	Sell	28,239 -531	-2%	-$35K	0.22%	107
2021 Q2	$1.92M	Sell	28,770 -92	-0.3%	-$6K	0.26%	101
2021 Q1	$1.84M	Buy	28,862 +15,012	+108%	+$934K	0.21%	108
2020 Q4	$866K	Buy	13,850 +385	+3%	+$23.7K	0.08%	196
2020 Q3	$812K	Buy	13,465 +174	+1%	+$10.5K	0.08%	204
2020 Q2	$781K	Buy	13,291 +243	+2%	+$14.5K	0.09%	187
2020 Q1	$727K	Buy	13,048 +326	+3%	+$19.9K	0.1%	166
2019 Q4	$817K	Buy	12,722 +1,791	+16%	+$103K	0.1%	177
2019 Q3	$554K	Sell	10,931 -629	-5%	-$29.6K	0.08%	207
2019 Q2	$524K	Sell	11,560 -556	-5%	-$25.9K	0.08%	212
2019 Q1	$578K	Buy	+12,116	New	+$604K	0.09%	186

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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Focus Financial Network's BMY Position: Q2 2026 in Review

Focus Financial Network reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, selling an estimated $43.6K and leaving 3,539 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #742.

Focus Financial Network first reported a position in BMY in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.92M in Q2 2021. 829 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Focus Financial Network held 3,539 shares of Bristol-Myers Squibb worth $204K as of Q2 2026.
Focus Financial Network sold 759 Bristol-Myers Squibb shares in Q2 2026, an estimated $43.6K.
Bristol-Myers Squibb made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #742 holding.
Focus Financial Network first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 29 quarters since.
Focus Financial Network's Bristol-Myers Squibb position peaked at $1.92M in Q2 2021.
829 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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