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

Hummer Financial Advisory 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	$248K	Hold	4,300	–	–	0.16%	113
2026 Q1	$261K	Hold	4,300	–	–	0.18%	102
2025 Q4	$232K	Buy	+4,300	New	+$207K	0.16%	108
2025 Q2	–	Sell	-4,300	Closed	-$262K	–	115
2025 Q1	$262K	Hold	4,300	–	–	0.21%	87
2024 Q4	$243K	Hold	4,300	–	–	0.19%	90
2024 Q3	$222K	Buy	+4,300	New	+$202K	0.18%	101
2024 Q2	–	Sell	-4,500	Closed	-$244K	–	101
2024 Q1	$244K	Hold	4,500	–	–	0.2%	92
2023 Q4	$231K	Hold	4,500	–	–	0.21%	92
2023 Q3	$261K	Hold	4,500	–	–	0.27%	78
2023 Q2	$288K	Hold	4,500	–	–	0.28%	75
2023 Q1	$312K	Hold	4,500	–	–	0.33%	73
2022 Q4	$324K	Sell	4,500 -225	-5%	-$17K	0.36%	68
2022 Q3	$338K	Hold	4,725	–	–	0.4%	63
2022 Q2	$366K	Hold	4,725	–	–	0.41%	63
2022 Q1	$348K	Hold	4,725	–	–	0.31%	69
2021 Q4	$297K	Sell	4,725 -280	-6%	-$16.4K	0.25%	78
2021 Q3	$299K	Hold	5,005	–	–	0.28%	80
2021 Q2	$337K	Hold	5,005	–	–	0.31%	71
2021 Q1	$318K	Hold	5,005	–	–	0.31%	74
2020 Q4	$313K	Hold	5,005	–	–	0.33%	72
2020 Q3	$302K	Hold	5,005	–	–	0.36%	66
2020 Q2	$294K	Hold	5,005	–	–	0.38%	61
2020 Q1	$279K	Sell	5,005 -200	-4%	-$12.2K	0.42%	60
2019 Q4	$334K	Buy	+5,205	New	+$298K	0.36%	73

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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Hummer Financial Advisory Services's BMY Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,300 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #113.

Hummer Financial Advisory Services first reported a position in BMY in Q4 2019 and has held it in 24 quarters since. The position peaked at $366K in Q2 2022. 830 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Hummer Financial Advisory Services held 4,300 shares of Bristol-Myers Squibb worth $248K as of Q2 2026.
Hummer Financial Advisory Services left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.16% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #113 holding.
Hummer Financial Advisory Services first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 24 quarters since.
Hummer Financial Advisory Services's Bristol-Myers Squibb position peaked at $366K in Q2 2022.
830 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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