MFG
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Magnus Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Magnus Financial Group’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 		$315K Buy
5,467
+507
+10% +$29.1K 0.02% 299
2026
Q1 		$301K Sell
4,960
-2,492
-33% -$145K 0.02% 299
2025
Q4 		$402K Buy
7,452
+84
+1% +$4.04K 0.03% 287
2025
Q3 		$332K Sell
7,368
-2,872
-28% -$134K 0.03% 306
2025
Q2 		$474K Buy
10,240
+2,703
+36% +$133K 0.04% 240
2025
Q1 		$460K Sell
7,537
-277
-4% -$16.1K 0.04% 233
2024
Q4 		$442K Buy
7,814
+1,727
+28% +$96.5K 0.04% 234
2024
Q3 		$315K Buy
+6,087
New +$286K 0.03% 265
2024
Q2 		– Sell
-5,476
Closed -$297K – 319
2024
Q1 		$297K Buy
5,476
+18
+0.3% +$917 0.04% 251
2023
Q4 		$280K Sell
5,458
-942
-15% -$49.4K 0.04% 230
2023
Q3 		$371K Sell
6,400
-470
-7% -$28.8K 0.05% 185
2023
Q2 		$439K Buy
6,870
+486
+8% +$32.6K 0.06% 180
2023
Q1 		$442K Buy
6,384
+689
+12% +$48.6K 0.07% 183
2022
Q4 		$410K Buy
5,695
+709
+14% +$53.5K 0.07% 174
2022
Q3 		$354K Buy
4,986
+115
+2% +$8.34K 0.07% 173
2022
Q2 		$375K Buy
4,871
+951
+24% +$72.4K 0.07% 179
2022
Q1 		$286K Buy
3,920
+599
+18% +$40.2K 0.05% 227
2021
Q4 		$207K Buy
+3,321
New +$195K 0.04% 242
2021
Q3 		– Sell
-3,313
Closed -$221K – 249
2021
Q2 		$221K Buy
3,313
+51
+2% +$3.33K 0.05% 221
2021
Q1 		$206K Sell
3,262
-6,655
-67% -$414K 0.05% 217
2020
Q4 		$615K Sell
9,917
-1,342
-12% -$82.5K 0.06% 123
2020
Q3 		$679K Sell
11,259
-1,400
-11% -$84.3K 0.08% 99
2020
Q2 		$744K Sell
12,659
-1,134
-8% -$67.8K 0.08% 98
2020
Q1 		$769K Buy
13,793
+5,176
+60% +$316K 0.1% 96
2019
Q4 		$553K Buy
8,617
+3,626
+73% +$208K 0.08% 120
2019
Q3 		$253K Sell
4,991
-237
-5% -$11.1K 0.05% 338
2019
Q2 		$237K Buy
+5,228
New +$244K 0.05% 367
2019
Q1 		– Sell
-4,211
Closed -$219K – 515
2018
Q4 		$219K Buy
+4,211
New +$226K 0.06% 319

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Magnus Financial Group's BMY Position: Q2 2026 in Review

Magnus Financial Group increased its Bristol-Myers Squibb (BMY) stake by 10% in Q2 2026, buying an estimated $29.1K and bringing the position to 5,467 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #299.

Magnus Financial Group first reported a position in BMY in Q4 2018 and has held it in 28 quarters since. The position peaked at $769K in Q1 2020. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Magnus Financial Group held 5,467 shares of Bristol-Myers Squibb worth $315K as of Q2 2026.
  • Magnus Financial Group bought 507 Bristol-Myers Squibb shares in Q2 2026, an estimated $29.1K.
  • Bristol-Myers Squibb made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #299 holding.
  • Magnus Financial Group first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 28 quarters since.
  • Magnus Financial Group's Bristol-Myers Squibb position peaked at $769K in Q1 2020.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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