MJT & Associates Financial Advisory’s Bristol-Myers Squibb BMY Stock Holding History

MJT & Associates Financial Advisory’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	$98K	Hold	1,700	–	–	0.06%	68
2026 Q1	$103K	Hold	1,700	–	–	0.08%	60
2025 Q4	$91.7K	Hold	1,700	–	–	0.07%	67
2025 Q3	$76.7K	Sell	1,700 -300	-15%	-$14K	0.06%	68
2025 Q2	$92.6K	Hold	2,000	–	–	0.11%	73
2025 Q1	$122K	Buy	+2,000	New	+$117K	0.12%	72

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MJT & Associates Financial Advisory's BMY Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 1,700 shares worth $98K. The position accounts for 0.06% of the portfolio, ranked #68.

MJT & Associates Financial Advisory first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $122K in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

MJT & Associates Financial Advisory held 1,700 shares of Bristol-Myers Squibb worth $98K as of Q2 2026.
MJT & Associates Financial Advisory left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.06% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #68 holding.
MJT & Associates Financial Advisory first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's Bristol-Myers Squibb position peaked at $122K in Q1 2025.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.