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JNBA Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

JNBA Financial Advisors’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 		$304K Hold
5,281
– – 0.02% 170
2026
Q1 		$320K Sell
5,281
-48
-0.9% -$2.8K 0.03% 166
2025
Q4 		$287K Buy
5,329
+31
+0.6% +$1.49K 0.03% 168
2025
Q3 		$239K Sell
5,298
-602
-10% -$28.1K 0.02% 170
2025
Q2 		$273K Sell
5,900
-179
-3% -$8.79K 0.03% 165
2025
Q1 		$371K Buy
6,079
+179
+3% +$10.4K 0.04% 143
2024
Q4 		$334K Hold
5,900
– – 0.03% 154
2024
Q3 		$305K Hold
5,900
– – 0.03% 161
2024
Q2 		$245K Buy
5,900
+250
+4% +$11.2K 0.03% 174
2024
Q1 		$306K Sell
5,650
-3
-0.1% -$153 0.03% 167
2023
Q4 		$290K Sell
5,653
-944
-14% -$49.6K 0.03% 171
2023
Q3 		$383K Buy
6,597
+472
+8% +$28.9K 0.05% 142
2023
Q2 		$392K Sell
6,125
-845
-12% -$56.7K 0.05% 144
2023
Q1 		$483K Buy
6,970
+890
+15% +$62.8K 0.06% 131
2022
Q4 		$437K Sell
6,080
-300
-5% -$22.6K 0.06% 131
2022
Q3 		$454K Sell
6,380
-571
-8% -$41.4K 0.07% 126
2022
Q2 		$535K Sell
6,951
-195
-3% -$14.9K 0.08% 118
2022
Q1 		$522K Hold
7,146
– – 0.07% 124
2021
Q4 		$446K Buy
7,146
+3,105
+77% +$182K 0.05% 138
2021
Q3 		$239K Hold
4,041
– – 0.03% 179
2021
Q2 		$270K Hold
4,041
– – 0.04% 169
2021
Q1 		$255K Buy
4,041
+95
+2% +$5.91K 0.04% 169
2020
Q4 		$245K Buy
3,946
+75
+2% +$4.61K 0.04% 157
2020
Q3 		$233K Sell
3,871
-600
-13% -$36.1K 0.05% 145
2020
Q2 		$263K Sell
4,471
-2
-0% -$120 0.06% 129
2020
Q1 		$249K Hold
4,473
– – 0.06% 123
2019
Q4 		$287K Buy
4,473
+391
+10% +$22.4K 0.05% 129
2019
Q3 		$207K Buy
4,082
+1,500
+58% +$70.5K 0.04% 143
2019
Q2 		$117K Buy
2,582
+100
+4% +$4.66K 0.02% 175
2019
Q1 		$118K Hold
2,482
– – 0.03% 168
2018
Q4 		$129K Sell
2,482
-10,543
-81% -$566K 0.03% 148
2018
Q3 		$809K Buy
13,025
+10,123
+349% +$601K 0.36% 60
2018
Q2 		$161K Hold
2,902
– – 0.03% 141
2018
Q1 		$184K Buy
2,902
+602
+26% +$38.7K 0.04% 130
2017
Q4 		$141K Sell
2,300
-435
-16% -$27.2K 0.03% 145
2017
Q3 		$174K Buy
2,735
+50
+2% +$2.92K 0.04% 129
2017
Q2 		$150K Hold
2,685
– – 0.03% 137
2017
Q1 		$146K Buy
2,685
+177
+7% +$9.71K 0.03% 142
2016
Q4 		$147K Sell
2,508
-10,419
-81% -$570K 0.04% 140
2016
Q3 		$697K Buy
12,927
+10,419
+415% +$669K 0.1% 68
2016
Q2 		$184K Sell
2,508
-39
-2% -$2.76K 0.05% 121
2016
Q1 		$163K Buy
2,547
+119
+5% +$7.5K 0.06% 117
2015
Q4 		$167K Buy
2,428
+1,360
+127% +$89.9K 0.06% 110
2015
Q3 		$63K Buy
1,068
+160
+18% +$10.2K 0.03% 165
2015
Q2 		$60K Hold
908
– – 0.02% 167
2015
Q1 		$59K Sell
908
-167
-16% -$10.5K 0.02% 169
2014
Q4 		$63K Hold
1,075
– – 0.03% 166
2014
Q3 		$55K Buy
1,075
+390
+57% +$19.5K 0.02% 180
2014
Q2 		$33K Hold
685
– – 0.02% 215
2014
Q1 		$36K Sell
685
-50
-7% -$2.66K 0.02% 193
2013
Q4 		$39K Sell
735
-430
-37% -$21.9K 0.02% 179
2013
Q3 		$54K Buy
1,165
+465
+66% +$20.4K 0.03% 157
2013
Q2 		$31K Buy
+700
New +$30.4K 0.02% 169

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

JNBA Financial Advisors's BMY Position: Q2 2026 in Review

JNBA Financial Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 5,281 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #170.

JNBA Financial Advisors first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $809K in Q3 2018. 852 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • JNBA Financial Advisors held 5,281 shares of Bristol-Myers Squibb worth $304K as of Q2 2026.
  • JNBA Financial Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #170 holding.
  • JNBA Financial Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Bristol-Myers Squibb position peaked at $809K in Q3 2018.
  • 852 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.