MFA Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

MFA Wealth Services’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	$221K	Sell	3,836 -4,661	-55%	-$268K	0.13%	125
2026 Q1	$515K	Buy	8,497 +281	+3%	+$16.4K	0.34%	77
2025 Q4	$443K	Buy	8,216 +1,502	+22%	+$72.3K	0.3%	80
2025 Q3	$303K	Buy	6,714 +368	+6%	+$17.2K	0.21%	92
2025 Q2	$294K	Buy	6,346 +24	+0.4%	+$1.18K	0.22%	92
2025 Q1	$386K	Sell	6,322 -38	-0.6%	-$2.21K	0.32%	77
2024 Q4	$360K	Buy	+6,360	New	+$355K	0.29%	79

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

MFA Wealth Services's BMY Position: Q2 2026 in Review

MFA Wealth Services reduced its Bristol-Myers Squibb (BMY) stake by 55% in Q2 2026, selling an estimated $268K and leaving 3,836 shares worth $221K. The position accounts for 0.13% of the portfolio, ranked #125.

MFA Wealth Services first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q1 2026. 624 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

MFA Wealth Services held 3,836 shares of Bristol-Myers Squibb worth $221K as of Q2 2026.
MFA Wealth Services sold 4,661 Bristol-Myers Squibb shares in Q2 2026, an estimated $268K.
Bristol-Myers Squibb made up 0.13% of MFA Wealth Services's portfolio in Q2 2026, its #125 holding.
MFA Wealth Services first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Bristol-Myers Squibb position peaked at $515K in Q1 2026.
624 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.