JFG
BMY icon

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

Jefferies 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 		$29.3M Buy
508,740
+373,505
+276% +$21.4M 0.19% 102
2026
Q1 		$8.2M Sell
135,235
-370,538
-73% -$21.6M 0.06% 238
2025
Q4 		$27.3M Buy
505,773
+381,724
+308% +$18.4M 0.14% 143
2025
Q3 		$5.59M Buy
124,049
+51,616
+71% +$2.41M 0.03% 341
2025
Q2 		$3.35M Buy
72,433
+22,282
+44% +$1.09M 0.03% 399
2025
Q1 		$3.06M Sell
50,151
-196,877
-80% -$11.5M 0.03% 439
2024
Q4 		$14M Sell
247,028
-31,594
-11% -$1.77M 0.08% 178
2024
Q3 		$14.4M Buy
278,622
+47,568
+21% +$2.23M 0.1% 122
2024
Q2 		$9.6M Buy
231,054
+111,992
+94% +$5.01M 0.1% 162
2024
Q1 		$6.46M Sell
119,062
-76,577
-39% -$3.9M 0.06% 249
2023
Q4 		$10M Buy
195,639
+65,723
+51% +$3.45M 0.07% 223
2023
Q3 		$7.54M Buy
129,916
+102,023
+366% +$6.25M 0.07% 232
2023
Q2 		$1.78M Sell
27,893
-154,100
-85% -$10.3M 0.02% 698
2023
Q1 		$12.6M Buy
181,993
+122,993
+208% +$8.67M 0.1% 173
2022
Q4 		$4.25M Buy
+59,000
New +$4.45M 0.03% 447

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

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

Jefferies Financial Group increased its Bristol-Myers Squibb (BMY) stake by 276% in Q2 2026, buying an estimated $21.4M and bringing the position to 508,740 shares worth $29.3M. The position accounts for 0.19% of the portfolio, ranked #102.

Jefferies Financial Group first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Jefferies Financial Group held 508,740 shares of Bristol-Myers Squibb worth $29.3M as of Q2 2026.
  • Jefferies Financial Group bought 373,505 Bristol-Myers Squibb shares in Q2 2026, an estimated $21.4M.
  • Bristol-Myers Squibb made up 0.19% of Jefferies Financial Group's portfolio in Q2 2026, its #102 holding.
  • Jefferies Financial Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.