Foster Group’s Bristol-Myers Squibb BMY Stock Holding History

Foster 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	$247K	Buy	4,281 +224	+6%	+$12.9K	0.01%	274
2026 Q1	$246K	Buy	4,057 +227	+6%	+$13.2K	0.01%	236
2025 Q4	$207K	Buy	+3,830	New	+$184K	0.01%	282
2025 Q2	–	Sell	-4,210	Closed	-$257K	–	266
2025 Q1	$257K	Buy	+4,210	New	+$245K	0.01%	177
2024 Q3	–	Sell	-6,787	Closed	-$282K	–	207
2024 Q2	$282K	Buy	6,787 +114	+2%	+$5.1K	0.01%	166
2024 Q1	$362K	Sell	6,673 -590	-8%	-$30.1K	0.02%	143
2023 Q4	$422K	Hold	7,263	–	–	0.03%	115
2023 Q3	$422K	Buy	7,263 +600	+9%	+$36.8K	0.03%	115
2023 Q2	$426K	Buy	6,663 +149	+2%	+$9.99K	0.03%	118
2023 Q1	$451K	Sell	6,514 -427	-6%	-$30.1K	0.03%	108
2022 Q4	$499K	Buy	6,941 +148	+2%	+$11.2K	0.04%	96
2022 Q3	$483K	Buy	6,793 +341	+5%	+$24.7K	0.04%	93
2022 Q2	$497K	Buy	6,452 +1,320	+26%	+$101K	0.04%	95
2022 Q1	$375K	Buy	5,132 +11	+0.2%	+$739	0.03%	101
2021 Q4	$319K	Sell	5,121 -61	-1%	-$3.58K	0.03%	111
2021 Q3	$307K	Hold	5,182	–	–	0.03%	110
2021 Q2	$346K	Buy	5,182 +78	+2%	+$5.09K	0.04%	106
2021 Q1	$322K	Hold	5,104	–	–	0.05%	100
2020 Q4	$312K	Buy	+5,104	New	+$314K	0.06%	86

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Foster Group's BMY Position: Q2 2026 in Review

Foster Group increased its Bristol-Myers Squibb (BMY) stake by 5.5% in Q2 2026, buying an estimated $12.9K and bringing the position to 4,281 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #274.

Foster Group first reported a position in BMY in Q4 2020 and has held it in 19 quarters since. The position peaked at $499K in Q4 2022. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Foster Group held 4,281 shares of Bristol-Myers Squibb worth $247K as of Q2 2026.
Foster Group bought 224 Bristol-Myers Squibb shares in Q2 2026, an estimated $12.9K.
Bristol-Myers Squibb made up 0.01% of Foster Group's portfolio in Q2 2026, its #274 holding.
Foster Group first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 19 quarters since.
Foster Group's Bristol-Myers Squibb position peaked at $499K in Q4 2022.
440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.