Lantz Financial’s Bristol-Myers Squibb BMY Stock Holding History
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
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. 2,523 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.
- 2,523 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.