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Mayflower Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Mayflower Financial Advisors’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 		$12M Buy
208,112
+200,153
+2,515% +$11.5M 1.04% 24
2026
Q1 		$483K Buy
7,959
+258
+3% +$15K 0.06% 267
2025
Q4 		$415K Sell
7,701
-189
-2% -$9.09K 0.05% 276
2025
Q3 		$356K Sell
7,890
-548
-6% -$25.6K 0.04% 309
2025
Q2 		$391K Sell
8,438
-7,496
-47% -$368K 0.05% 273
2025
Q1 		$972K Buy
15,934
+4,252
+36% +$248K 0.15% 148
2024
Q4 		$661K Buy
11,682
+3,216
+38% +$180K 0.1% 188
2024
Q3 		$438K Buy
8,466
+192
+2% +$9.01K 0.07% 243
2024
Q2 		$344K Sell
8,274
-1,149
-12% -$51.4K 0.06% 266
2024
Q1 		$511K Sell
9,423
-203,960
-96% -$10.4M 0.09% 209
2023
Q4 		$10.9M Sell
213,383
-1,477
-0.7% -$77.5K 1.51% 13
2023
Q3 		$12.5M Sell
214,860
-48
-0% -$2.94K 1.87% 13
2023
Q2 		$13.7M Sell
214,908
-222
-0.1% -$14.9K 1.78% 11
2023
Q1 		$14.9M Sell
215,130
-1,238
-0.6% -$87.3K 1.96% 11
2022
Q4 		$15.6M Sell
216,368
-9,819
-4% -$740K 2.16% 8
2022
Q3 		$16.1M Buy
226,187
+165
+0.1% +$12K 2.59% 6
2022
Q2 		$17.4M Sell
226,022
-99
-0% -$7.54K 2.67% 5
2022
Q1 		$16.5M Buy
226,121
+726
+0.3% +$48.7K 2.22% 9
2021
Q4 		$14.1M Sell
225,395
-203
-0.1% -$11.9K 1.87% 9
2021
Q3 		$13M Buy
225,598
+48
+0% +$3.16K 1.75% 12
2021
Q2 		$15.1M Buy
225,550
+11,690
+5% +$762K 2.07% 9
2021
Q1 		$13.5M Buy
213,860
+315
+0.1% +$19.6K 2% 11
2020
Q4 		$13.2M Buy
+213,545
New +$13.1M 2.29% 10

Other funds holding BMY

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mayflower Financial Advisors's BMY Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 2,515% in Q2 2026, buying an estimated $11.5M and bringing the position to 208,112 shares worth $12M. The position accounts for 1.04% of the portfolio, ranked #24.

Mayflower Financial Advisors first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.4M in Q2 2022. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Mayflower Financial Advisors held 208,112 shares of Bristol-Myers Squibb worth $12M as of Q2 2026.
  • Mayflower Financial Advisors bought 200,153 Bristol-Myers Squibb shares in Q2 2026, an estimated $11.5M.
  • Bristol-Myers Squibb made up 1.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Mayflower Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Bristol-Myers Squibb position peaked at $17.4M in Q2 2022.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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