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MFG Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

MFG Wealth Management’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 		$1.12M Sell
19,446
-126
-0.6% -$7.24K 0.8% 59
2026
Q1 		$1.19M Sell
19,572
-584
-3% -$34K 0.98% 55
2025
Q4 		$1.09M Buy
+20,156
New +$970K 0.85% 52
2025
Q1 		– Sell
-30,397
Closed -$1.72M – 60
2024
Q4 		$1.72M Buy
+30,397
New +$1.7M 1.58% 32

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MFG Wealth Management's BMY Position: Q2 2026 in Review

MFG Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.64% in Q2 2026, selling an estimated $7.24K and leaving 19,446 shares worth $1.12M. The position accounts for 0.8% of the portfolio, ranked #59.

MFG Wealth Management first reported a position in BMY in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.72M in Q4 2024. 565 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • MFG Wealth Management held 19,446 shares of Bristol-Myers Squibb worth $1.12M as of Q2 2026.
  • MFG Wealth Management sold 126 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.24K.
  • Bristol-Myers Squibb made up 0.8% of MFG Wealth Management's portfolio in Q2 2026, its #59 holding.
  • MFG Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 4 quarters since.
  • MFG Wealth Management's Bristol-Myers Squibb position peaked at $1.72M in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.