Keystone Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Keystone Financial Planning’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	$9.03M	Sell	156,768 -2,755	-2%	-$158K	2.33%	13
2026 Q1	$9.68M	Hold	159,523	–	–	2.58%	6
2025 Q4	$8.6M	Sell	159,523 -4,490	-3%	-$216K	2.5%	10
2025 Q3	$7.4M	Buy	164,013 +1,763	+1%	+$82.3K	2.15%	11
2025 Q2	$7.51M	Buy	162,250 +2,591	+2%	+$127K	2.27%	10
2025 Q1	$9.74M	Buy	159,659 +552	+0.3%	+$32.2K	2.9%	4
2024 Q4	$9M	Buy	159,107 +183	+0.1%	+$10.2K	2.79%	5
2024 Q3	$8.22M	Buy	158,924 +23,098	+17%	+$1.08M	2.49%	6
2024 Q2	$5.64M	Buy	135,826 +1,899	+1%	+$85K	1.87%	15
2024 Q1	$7.26M	Buy	133,927 +10,858	+9%	+$553K	2.36%	10
2023 Q4	$6.31M	Buy	123,069 +7,640	+7%	+$401K	2.09%	14
2023 Q3	$6.7M	Buy	+115,429	New	+$7.07M	2.34%	10
2022 Q2	–	Sell	-120,095	Closed	-$8.77M	–	47
2022 Q1	$8.77M	Buy	120,095 +2,971	+3%	+$199K	2.93%	6
2021 Q4	$7.3M	Buy	+117,124	New	+$6.87M	2.49%	12
2014 Q4	–	Sell	-54,954	Closed	-$2.81M	–	47
2014 Q3	$2.81M	Sell	54,954 -478	-0.9%	-$23.9K	2.12%	26
2014 Q2	$2.69M	Sell	55,432 -1,066	-2%	-$52.5K	2.03%	25
2014 Q1	$2.94M	Sell	56,498 -1,400	-2%	-$74.5K	2.27%	24
2013 Q4	$3.08M	Buy	+57,898	New	+$2.95M	2.46%	22

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Keystone Financial Planning's BMY Position: Q2 2026 in Review

Keystone Financial Planning reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, selling an estimated $158K and leaving 156,768 shares worth $9.03M. The position accounts for 2.33% of the portfolio, ranked #13.

Keystone Financial Planning first reported a position in BMY in Q4 2013 and has held it in 18 quarters since. The position peaked at $9.74M in Q1 2025. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Keystone Financial Planning held 156,768 shares of Bristol-Myers Squibb worth $9.03M as of Q2 2026.
Keystone Financial Planning sold 2,755 Bristol-Myers Squibb shares in Q2 2026, an estimated $158K.
Bristol-Myers Squibb made up 2.33% of Keystone Financial Planning's portfolio in Q2 2026, its #13 holding.
Keystone Financial Planning first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 18 quarters since.
Keystone Financial Planning's Bristol-Myers Squibb position peaked at $9.74M in Q1 2025.
440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.