Horizon Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Horizon Financial Services’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	$20.6K	Buy	+357	New	+$20.5K	0.01%	256
2026 Q1	–	Sell	-100	Closed	-$5.39K	–	377
2025 Q4	$5.39K	Buy	+100	New	+$4.81K	﹤0.01%	252
2025 Q1	–	Sell	-50	Closed	-$2.83K	–	301
2024 Q4	$2.83K	Hold	50	–	–	﹤0.01%	159
2024 Q3	$2.59K	Hold	50	–	–	﹤0.01%	167
2024 Q2	$2.08K	Hold	50	–	–	﹤0.01%	172
2024 Q1	$2.71K	Buy	+50	New	+$2.55K	﹤0.01%	168

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Horizon Financial Services's BMY Position: Q2 2026 in Review

Horizon Financial Services opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 357 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings. This is a return to the name: Horizon Financial Services previously reported a position in BMY as recently as Q4 2025.

Horizon Financial Services first reported a position in BMY in Q1 2024 and has held it in 6 quarters since. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Horizon Financial Services held 357 shares of Bristol-Myers Squibb worth $20.6K as of Q2 2026.
Bristol-Myers Squibb was a new Horizon Financial Services position in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #256 holding.
Horizon Financial Services first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 6 quarters since.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.