Magnus 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 | $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
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. 2,524 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.
- 2,524 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.