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Key Financial Inc’s Bristol-Myers Squibb BMY Stock Holding History

Key Financial Inc’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 		$457K Hold
7,939
– – 0.07% 197
2026
Q1 		$482K Buy
7,939
+183
+2% +$10.7K 0.09% 184
2025
Q4 		$418K Hold
7,756
– – 0.08% 198
2025
Q3 		$368K Buy
7,756
+1,603
+26% +$74.9K 0.07% 209
2025
Q2 		$285K Sell
6,153
-136
-2% -$6.68K 0.06% 232
2025
Q1 		$384K Sell
6,289
-550
-8% -$32.1K 0.08% 184
2024
Q4 		$387K Sell
6,839
-131
-2% -$7.32K 0.09% 174
2024
Q3 		$361K Buy
6,970
+29
+0.4% +$1.36K 0.08% 187
2024
Q2 		$288K Hold
6,941
– – 0.07% 198
2024
Q1 		$376K Hold
6,941
– – 0.1% 168
2023
Q4 		$356K Buy
6,941
+61
+0.9% +$3.2K 0.1% 157
2023
Q3 		$399K Sell
6,880
-182
-3% -$11.2K 0.13% 130
2023
Q2 		$452K Buy
7,062
+182
+3% +$12.2K 0.15% 122
2023
Q1 		$477K Sell
6,880
-882
-11% -$62.2K 0.17% 109
2022
Q4 		$552K Hold
7,762
– – 0.26% 72
2022
Q3 		$552K Buy
7,762
+2,100
+37% +$152K 0.26% 72
2022
Q2 		$435K Buy
5,662
+125
+2% +$9.52K 0.24% 81
2022
Q1 		$404K Buy
5,537
+1,446
+35% +$97.1K 0.2% 95
2021
Q4 		$255K Buy
4,091
+342
+9% +$20.1K 0.13% 128
2021
Q3 		$222K Buy
3,749
+208
+6% +$13.7K 0.13% 140
2021
Q2 		$240K Sell
3,541
-1,482
-30% -$96.6K 0.13% 138
2021
Q1 		$317K Buy
5,023
+1,664
+50% +$104K 0.21% 94
2020
Q4 		$208K Sell
3,359
-1,632
-33% -$100K 0.15% 120
2020
Q3 		$301K Buy
+4,991
New +$300K 0.31% 78
2020
Q2 		– Sell
-4,955
Closed -$272K – 150
2020
Q1 		$272K Sell
4,955
-1,800
-27% -$110K 0.28% 73
2019
Q4 		$434K Buy
+6,755
New +$387K 0.41% 59

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

Key Financial Inc's BMY Position: Q2 2026 in Review

Key Financial Inc held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 7,939 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #197.

Key Financial Inc first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $552K in Q3 2022. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Key Financial Inc held 7,939 shares of Bristol-Myers Squibb worth $457K as of Q2 2026.
  • Key Financial Inc left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.07% of Key Financial Inc's portfolio in Q2 2026, its #197 holding.
  • Key Financial Inc first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Bristol-Myers Squibb position peaked at $552K in Q3 2022.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.