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

Howard 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 		$225K Buy
3,908
+138
+4% +$7.92K 0.02% 234
2026
Q1 		$229K Buy
+3,770
New +$220K 0.03% 205

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Howard Financial Services increased its Bristol-Myers Squibb (BMY) stake by 3.7% in Q2 2026, buying an estimated $7.92K and bringing the position to 3,908 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #234.

Howard Financial Services first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 931 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Howard Financial Services held 3,908 shares of Bristol-Myers Squibb worth $225K as of Q2 2026.
  • Howard Financial Services bought 138 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.92K.
  • Bristol-Myers Squibb made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #234 holding.
  • Howard Financial Services first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • Howard Financial Services's Bristol-Myers Squibb position peaked at $229K in Q1 2026.
  • 931 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.