Larry Mathis Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
Larry Mathis Financial Planning's BMY Position: Q2 2026 in Review
Larry Mathis Financial Planning increased its Bristol-Myers Squibb (BMY) stake by 8.6% in Q2 2026, buying an estimated $40.3K and bringing the position to 8,897 shares worth $513K. The position accounts for 0.39% of the portfolio, ranked #67.
Larry Mathis Financial Planning first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,502 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Larry Mathis Financial Planning held 8,897 shares of Bristol-Myers Squibb worth $513K as of Q2 2026.
- Larry Mathis Financial Planning bought 702 Bristol-Myers Squibb shares in Q2 2026, an estimated $40.3K.
- Bristol-Myers Squibb made up 0.39% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #67 holding.
- Larry Mathis Financial Planning first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
- 2,502 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.