Larson Financial Group’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 | $1.5M | Sell |
25,994
-7,023
| -21% | -$403K | 0.04% | 292 |
|
|
2026
Q1 | $2M | Buy |
33,017
+4,127
| +14% | +$241K | 0.06% | 236 |
|
|
2025
Q4 | $1.56M | Buy |
28,890
+635
| +2% | +$30.5K | 0.05% | 261 |
|
|
2025
Q3 | $1.27M | Sell |
28,255
-4,174
| -13% | -$195K | 0.04% | 278 |
|
|
2025
Q2 | $1.5M | Buy |
32,429
+3,398
| +12% | +$167K | 0.06% | 243 |
|
|
2025
Q1 | $1.77M | Buy |
29,031
+11,931
| +70% | +$695K | 0.08% | 201 |
|
|
2024
Q4 | $967K | Buy |
17,100
+1,639
| +11% | +$91.6K | 0.05% | 251 |
|
|
2024
Q3 | $800K | Buy |
15,461
+6,690
| +76% | +$314K | 0.05% | 257 |
|
|
2024
Q2 | $364K | Buy |
8,771
+4,864
| +124% | +$218K | 0.02% | 334 |
|
|
2024
Q1 | $212K | Sell |
3,907
-202
| -5% | -$10.3K | 0.02% | 396 |
|
|
2023
Q4 | $211K | Sell |
4,109
-191
| -4% | -$10K | 0.02% | 341 |
|
|
2023
Q3 | $250K | Buy |
4,300
+333
| +8% | +$20.4K | 0.02% | 282 |
|
|
2023
Q2 | $254K | Sell |
3,967
-24,927
| -86% | -$1.67M | 0.03% | 279 |
|
|
2023
Q1 | $2M | Buy |
28,894
+305
| +1% | +$21.5K | 0.22% | 90 |
|
|
2022
Q4 | $2.06M | Buy |
28,589
+3,473
| +14% | +$262K | 0.25% | 83 |
|
|
2022
Q3 | $1.78M | Buy |
25,116
+21,552
| +605% | +$1.56M | 0.25% | 64 |
|
|
2022
Q2 | $274K | Buy |
3,564
+393
| +12% | +$29.9K | 0.05% | 153 |
|
|
2022
Q1 | $232K | Sell |
3,171
-1,314
| -29% | -$88.2K | 0.04% | 187 |
|
|
2021
Q4 | $280K | Buy |
4,485
+1,334
| +42% | +$78.3K | 0.04% | 168 |
|
|
2021
Q3 | $186K | Sell |
3,151
-291
| -8% | -$19.2K | 0.04% | 153 |
|
|
2021
Q2 | $230K | Buy |
3,442
+309
| +10% | +$20.1K | 0.05% | 117 |
|
|
2021
Q1 | $198K | Sell |
3,133
-157
| -5% | -$9.77K | 0.06% | 111 |
|
|
2020
Q4 | $204K | Sell |
3,290
-624
| -16% | -$38.4K | 0.07% | 98 |
|
|
2020
Q3 | $236K | Buy |
3,914
+10
| +0.3% | +$602 | 0.1% | 81 |
|
|
2020
Q2 | $230K | Buy |
3,904
+255
| +7% | +$15.3K | 0.11% | 87 |
|
|
2020
Q1 | $203K | Buy |
3,649
+386
| +12% | +$23.6K | 0.13% | 76 |
|
|
2019
Q4 | $209K | Buy |
3,263
+262
| +9% | +$15K | 0.12% | 77 |
|
|
2019
Q3 | $152K | Buy |
3,001
+1,269
| +73% | +$59.6K | 0.1% | 86 |
|
|
2019
Q2 | $79K | Buy |
1,732
+500
| +41% | +$23.3K | 0.06% | 95 |
|
|
2019
Q1 | $59K | Hold |
1,232
| – | – | 0.05% | 102 |
|
|
2018
Q4 | $64K | Buy |
+1,232
| New | +$66.2K | 0.06% | 97 |
|
Other funds holding BMY
Larson Financial Group's BMY Position: Q2 2026 in Review
Larson Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 21% in Q2 2026, selling an estimated $403K and leaving 25,994 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #292.
Larson Financial Group first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.06M in Q4 2022. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Larson Financial Group held 25,994 shares of Bristol-Myers Squibb worth $1.5M as of Q2 2026.
- Larson Financial Group sold 7,023 Bristol-Myers Squibb shares in Q2 2026, an estimated $403K.
- Bristol-Myers Squibb made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #292 holding.
- Larson Financial Group first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
- Larson Financial Group's Bristol-Myers Squibb position peaked at $2.06M in Q4 2022.
- 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.