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Independent Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Independent Financial Group’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 		$1.12M Sell
19,363
-666
-3% -$38.2K 0.02% 644
2026
Q1 		$1.21M Sell
20,029
-979
-5% -$57.1K 0.03% 555
2025
Q4 		$1.13M Buy
21,008
+5,747
+38% +$276K 0.03% 573
2025
Q3 		$688K Sell
15,261
-1,180
-7% -$55.1K 0.02% 723
2025
Q2 		$761K Sell
16,441
-5,065
-24% -$249K 0.02% 629
2025
Q1 		$1.31M Buy
21,506
+1,001
+5% +$58.3K 0.05% 404
2024
Q4 		$1.16M Buy
20,505
+2,527
+14% +$141K 0.04% 436
2024
Q3 		$930K Buy
17,978
+2,571
+17% +$121K 0.03% 465
2024
Q2 		$640K Sell
15,407
-3,098
-17% -$139K 0.03% 530
2024
Q1 		$1M Sell
18,505
-2,383
-11% -$121K 0.05% 378
2023
Q4 		$1.07M Sell
20,888
-904
-4% -$47.5K 0.06% 342
2023
Q3 		$1.26M Buy
21,792
+4,037
+23% +$247K 0.08% 271
2023
Q2 		$1.14M Sell
17,755
-1,423
-7% -$95.4K 0.08% 279
2023
Q1 		$1.33M Sell
19,178
-2,303
-11% -$162K 0.11% 217
2022
Q4 		$1.55M Buy
21,481
+7,015
+48% +$529K 0.13% 158
2022
Q3 		$1.03M Buy
14,466
+1,087
+8% +$78.9K 0.09% 219
2022
Q2 		$1.03M Sell
13,379
-772
-5% -$58.8K 0.11% 220
2022
Q1 		$1.03M Sell
14,151
-4,614
-25% -$310K 0.08% 244
2021
Q4 		$1.17M Sell
18,765
-4,113
-18% -$241K 0.1% 217
2021
Q3 		$1.35M Buy
22,878
+806
+4% +$53.1K 0.14% 154
2021
Q2 		$1.47M Buy
22,072
+1,549
+8% +$101K 0.16% 147
2021
Q1 		$1.3M Sell
20,523
-2,970
-13% -$185K 0.17% 151
2020
Q4 		$1.46M Buy
23,493
+254
+1% +$15.6K 0.21% 119
2020
Q3 		$1.4M Sell
23,239
-236
-1% -$14.2K 0.26% 88
2020
Q2 		$1.38M Sell
23,475
-3,719
-14% -$222K 0.3% 79
2020
Q1 		$1.52M Buy
+27,194
New +$1.66M 0.45% 48

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Financial Group's BMY Position: Q2 2026 in Review

Independent Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 3.3% in Q2 2026, selling an estimated $38.2K and leaving 19,363 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #644.

Independent Financial Group first reported a position in BMY in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.55M in Q4 2022. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Independent Financial Group held 19,363 shares of Bristol-Myers Squibb worth $1.12M as of Q2 2026.
  • Independent Financial Group sold 666 Bristol-Myers Squibb shares in Q2 2026, an estimated $38.2K.
  • Bristol-Myers Squibb made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #644 holding.
  • Independent Financial Group first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Bristol-Myers Squibb position peaked at $1.55M in Q4 2022.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.