Fragasso Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$265K Buy
4,605
+949
+26% +$54.5K 0.01% 306
2026
Q1
$217K Buy
+3,656
New +$213K 0.01% 305
2025
Q2
Sell
-3,411
Closed -$208K 276
2025
Q1
$208K Buy
+3,411
New +$199K 0.02% 255
2024
Q2
Sell
-4,404
Closed -$239K 258
2024
Q1
$239K Buy
+4,404
New +$224K 0.02% 239

Other funds holding BMY

Fragasso Financial Advisors's BMY Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 26% in Q2 2026, buying an estimated $54.5K and bringing the position to 4,605 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #306.

Fragasso Financial Advisors first reported a position in BMY in Q1 2024 and has held it in 4 quarters since. 954 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Fragasso Financial Advisors held 4,605 shares of Bristol-Myers Squibb worth $265K as of Q2 2026.
  • Fragasso Financial Advisors bought 949 Bristol-Myers Squibb shares in Q2 2026, an estimated $54.5K.
  • Bristol-Myers Squibb made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #306 holding.
  • Fragasso Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 4 quarters since.
  • 954 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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