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Pacifica Partners’s Bristol-Myers Squibb BMY Stock Holding History

Pacifica Partners’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 		$13.4K Hold
230
– – ﹤0.01% 285
2026
Q1 		$13.9K Hold
230
– – ﹤0.01% 286
2025
Q4 		$12.3K Hold
230
– – 0.01% 283
2025
Q3 		$10.9K Hold
230
– – ﹤0.01% 320
2025
Q2 		$10.7K Sell
230
-30
-12% -$1.47K ﹤0.01% 330
2025
Q1 		$15K Hold
260
– – 0.01% 303
2024
Q4 		$14.8K Sell
260
-560
-68% -$31.3K 0.01% 312
2024
Q3 		$42.4K Sell
820
-145
-15% -$6.8K 0.02% 219
2024
Q2 		$38.6K Sell
965
-62,672
-98% -$2.8M 0.02% 232
2024
Q1 		$3.32M Sell
63,637
-658
-1% -$33.5K 1.47% 25
2023
Q4 		$3.23M Sell
64,295
-399
-0.6% -$20.9K 1.59% 19
2023
Q3 		$3.65M Sell
64,694
-199
-0.3% -$12.2K 1.99% 14
2023
Q2 		$4.2M Buy
64,893
+6,816
+12% +$457K 2.38% 11
2023
Q1 		$4.09M Buy
58,077
+10,476
+22% +$739K 2.46% 8
2022
Q4 		$3.46M Buy
47,601
+6,120
+15% +$461K 2.35% 11
2022
Q3 		$2.73M Sell
41,481
-550
-1% -$39.9K 1.98% 14
2022
Q2 		$3.36M Sell
42,031
-694
-2% -$52.9K 2.32% 9
2022
Q1 		$2.94M Sell
42,725
-3,743
-8% -$251K 1.91% 13
2021
Q4 		$2.92M Buy
46,468
+766
+2% +$44.9K 1.91% 14
2021
Q3 		$2.75M Buy
45,702
+1,646
+4% +$108K 2% 14
2021
Q2 		$2.92M Buy
44,056
+1,335
+3% +$87K 2.21% 11
2021
Q1 		$2.68M Buy
42,721
+4,916
+13% +$306K 2.21% 11
2020
Q4 		$2.31M Buy
+37,805
New +$2.32M 2.23% 11

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
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

Pacifica Partners's BMY Position: Q2 2026 in Review

Pacifica Partners held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 230 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Pacifica Partners first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.2M in Q2 2023. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Pacifica Partners held 230 shares of Bristol-Myers Squibb worth $13.4K as of Q2 2026.
  • Pacifica Partners left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up ﹤0.01% of Pacifica Partners's portfolio in Q2 2026, its #285 holding.
  • Pacifica Partners first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
  • Pacifica Partners's Bristol-Myers Squibb position peaked at $4.2M in Q2 2023.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.