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J. Team Financial’s Bristol-Myers Squibb BMY Stock Holding History

J. Team Financial’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 		$363K Buy
6,294
+64
+1% +$3.67K 0.35% 60
2026
Q1 		$378K Sell
6,230
-833
-12% -$48.6K 0.42% 50
2025
Q4 		$381K Sell
7,063
-615
-8% -$29.6K 0.38% 52
2025
Q3 		$346K Buy
+7,678
New +$359K 0.35% 55

Other funds holding BMY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

J. Team Financial's BMY Position: Q2 2026 in Review

J. Team Financial increased its Bristol-Myers Squibb (BMY) stake by 1% in Q2 2026, buying an estimated $3.67K and bringing the position to 6,294 shares worth $363K. The position accounts for 0.35% of the portfolio, ranked #60.

J. Team Financial first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $381K in Q4 2025. 1,501 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • J. Team Financial held 6,294 shares of Bristol-Myers Squibb worth $363K as of Q2 2026.
  • J. Team Financial bought 64 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.67K.
  • Bristol-Myers Squibb made up 0.35% of J. Team Financial's portfolio in Q2 2026, its #60 holding.
  • J. Team Financial first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Bristol-Myers Squibb position peaked at $381K in Q4 2025.
  • 1,501 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.