Lantz Financial’s Bristol-Myers Squibb BMY Stock Holding History

Lantz Financial’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	$739K	Buy	12,833 +1	+0%	+$57	0.14%	144
2026 Q1	$778K	Buy	12,832 +796	+7%	+$46.4K	0.16%	134
2025 Q4	$649K	Buy	12,036 +2,901	+32%	+$140K	0.14%	141
2025 Q3	$412K	Buy	9,135 +1,198	+15%	+$55.9K	0.09%	173
2025 Q2	$367K	Sell	7,937 -5,621	-41%	-$276K	0.09%	166
2025 Q1	$827K	Sell	13,558 -723	-5%	-$42.1K	0.23%	108
2024 Q4	$808K	Sell	14,281 -545	-4%	-$30.5K	0.22%	106
2024 Q3	$767K	Buy	14,826 +3,027	+26%	+$142K	0.21%	107
2024 Q2	$490K	Buy	11,799 +1,747	+17%	+$78.2K	0.15%	129
2024 Q1	$545K	Buy	10,052 +2,742	+38%	+$140K	0.18%	118
2023 Q4	$375K	Buy	7,310 +1,292	+21%	+$67.8K	0.14%	137
2023 Q3	$349K	Buy	6,018 +67	+1%	+$4.11K	0.14%	134
2023 Q2	$381K	Buy	5,951 +352	+6%	+$23.6K	0.15%	126
2023 Q1	$388K	Sell	5,599 -303	-5%	-$21.4K	0.16%	119
2022 Q4	$425K	Sell	5,902 -1,138	-16%	-$85.8K	0.19%	113
2022 Q3	$500K	Sell	7,040 -710	-9%	-$51.5K	0.26%	92
2022 Q2	$597K	Sell	7,750 -1,260	-14%	-$96K	0.27%	89
2022 Q1	$658K	Buy	9,010 +1,934	+27%	+$130K	0.27%	90
2021 Q4	$441K	Buy	7,076 +1,564	+28%	+$91.7K	0.2%	100
2021 Q3	$326K	Buy	5,512 +500	+10%	+$32.9K	0.17%	117
2021 Q2	$335K	Sell	5,012 -168	-3%	-$11K	0.17%	113
2021 Q1	$327K	Sell	5,180 -749	-13%	-$46.6K	0.19%	101
2020 Q4	$368K	Buy	5,929 +34	+0.6%	+$2.09K	0.23%	88
2020 Q3	$355K	Buy	5,895 +342	+6%	+$20.6K	0.24%	85
2020 Q2	$327K	Buy	5,553 +732	+15%	+$43.8K	0.24%	84
2020 Q1	$269K	Hold	4,821	–	–	0.21%	91
2019 Q4	$309K	Sell	4,821 -200	-4%	-$11.5K	0.18%	105
2019 Q3	$247K	Sell	5,021 -200	-4%	-$9.4K	0.17%	111
2019 Q2	$244K	Sell	5,221 -437	-8%	-$20.4K	0.17%	110
2019 Q1	$270K	Buy	+5,658	New	+$282K	0.2%	95

Other funds holding BMY

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

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lantz Financial's BMY Position: Q2 2026 in Review

Lantz Financial increased its Bristol-Myers Squibb (BMY) stake by 0.01% in Q2 2026, buying an estimated $57 and bringing the position to 12,833 shares worth $739K. The position accounts for 0.14% of the portfolio, ranked #144.

Lantz Financial first reported a position in BMY in Q1 2019 and has held it in 30 quarters since. The position peaked at $827K in Q1 2025. 963 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Lantz Financial held 12,833 shares of Bristol-Myers Squibb worth $739K as of Q2 2026.
Lantz Financial bought 1 Bristol-Myers Squibb share in Q2 2026, an estimated $57.
Bristol-Myers Squibb made up 0.14% of Lantz Financial's portfolio in Q2 2026, its #144 holding.
Lantz Financial first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 30 quarters since.
Lantz Financial's Bristol-Myers Squibb position peaked at $827K in Q1 2025.
963 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.