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

Hughes 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	$108K	Buy	1,874 +84	+5%	+$4.82K	0.01%	130
2026 Q1	$109K	Buy	1,790 +34	+2%	+$1.98K	0.02%	124
2025 Q4	$94.7K	Hold	1,756	–	–	0.01%	125
2025 Q3	$83K	Sell	1,756 -8	-0.5%	-$374	0.01%	130
2025 Q2	$79.1K	Sell	1,764 -224	-11%	-$11K	0.01%	124
2025 Q1	$118K	Buy	+1,988	New	+$116K	0.02%	93

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Hughes Financial Services increased its Bristol-Myers Squibb (BMY) stake by 4.7% in Q2 2026, buying an estimated $4.82K and bringing the position to 1,874 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #130.

Hughes Financial Services first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $118K in Q1 2025. 1,031 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Hughes Financial Services held 1,874 shares of Bristol-Myers Squibb worth $108K as of Q2 2026.
Hughes Financial Services bought 84 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.82K.
Bristol-Myers Squibb made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #130 holding.
Hughes Financial Services first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Bristol-Myers Squibb position peaked at $118K in Q1 2025.
1,031 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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