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Johnson Financial Group LLC (Colorado)’s Bristol-Myers Squibb BMY Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$243K Buy
+4,210
New +$242K 0.01% 244
2018
Q1 		– Sell
-4,310
Closed -$264K – 69
2017
Q4 		$264K Sell
4,310
-69
-2% -$4.32K 0.2% 53
2017
Q3 		$279K Buy
4,379
+547
+14% +$31.9K 0.23% 48
2017
Q2 		$213K Sell
3,832
-27
-0.7% -$1.47K 0.18% 60
2017
Q1 		$210K Buy
+3,859
New +$212K 0.24% 55

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 $3.38T AUM 44.17% 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

Johnson Financial Group LLC (Colorado)'s BMY Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 4,210 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in BMY as recently as Q4 2017.

Johnson Financial Group LLC (Colorado) first reported a position in BMY in Q1 2017 and has held it in 5 quarters since. The position peaked at $279K in Q3 2017. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 4,210 shares of Bristol-Myers Squibb worth $243K as of Q2 2026.
  • Bristol-Myers Squibb was a new Johnson Financial Group LLC (Colorado) position in Q2 2026.
  • Bristol-Myers Squibb made up 0.01% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #244 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Bristol-Myers Squibb in Q1 2017 and has held it in 5 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Bristol-Myers Squibb position peaked at $279K in Q3 2017.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.