LPL 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
2024
Q4
Sell
-65,500
Closed -$3.39M 5299
2024
Q3
$3.39M Sell
65,500
-6,000
-8% -$281K ﹤0.01% 2272
2024
Q2
$2.97M Buy
71,500
+71,255
+29,084% +$3.19M ﹤0.01% 2268
2024
Q1
$1.33M Buy
+245
New +$12.5K ﹤0.01% 2930

Other funds holding BMY

LPL Financial's BMY Position: Q2 2026 in Review

LPL Financial increased its Bristol-Myers Squibb (BMY) stake by 1.6% in Q2 2026, buying an estimated $3.02M and bringing the position to 3,265,381 shares worth $188M. The position accounts for 0.04% of the portfolio, ranked #417.

LPL Financial first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $199M in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • LPL Financial held 3,265,381 shares of Bristol-Myers Squibb worth $188M as of Q2 2026.
  • LPL Financial bought 52,612 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.02M.
  • Bristol-Myers Squibb made up 0.04% of LPL Financial's portfolio in Q2 2026, its #417 holding.
  • LPL Financial first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Bristol-Myers Squibb position peaked at $199M in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.