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 Q1	–	Sell	-50,000	Closed	-$2.7M	–	1763
2025 Q4	$2.7M	Sell	50,000 -13,800	-22%	-$664K	0.01%	685
2025 Q3	$2.88M	Buy	+63,800	New	+$2.98M	0.01%	523
2023 Q2	–	Sell	-21,000	Closed	-$1.46M	–	1691
2023 Q1	$1.46M	Buy	+21,000	New	+$1.48M	0.01%	761

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.