PFA
BMY icon

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

Pettinga 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 		$592K Sell
10,279
-602
-6% -$34.6K 0.09% 96
2026
Q1 		$660K Hold
10,881
– – 0.12% 90
2025
Q4 		$587K Hold
10,881
– – 0.11% 91
2025
Q3 		$491K Sell
10,881
-177
-2% -$8.27K 0.1% 91
2025
Q2 		$512K Hold
11,058
– – 0.11% 87
2025
Q1 		$674K Sell
11,058
-50
-0.5% -$2.91K 0.16% 71
2024
Q4 		$628K Hold
11,108
– – 0.14% 71
2024
Q3 		$575K Buy
11,108
+886
+9% +$41.6K 0.14% 71
2024
Q2 		$425K Sell
10,222
-291
-3% -$13K 0.11% 81
2024
Q1 		$570K Buy
10,513
+200
+2% +$10.2K 0.15% 73
2023
Q4 		$529K Buy
10,313
+20
+0.2% +$1.05K 0.14% 77
2023
Q3 		$597K Hold
10,293
– – 0.18% 56
2023
Q2 		$658K Sell
10,293
-100
-1% -$6.71K 0.2% 51
2023
Q1 		$720K Buy
10,393
+30
+0.3% +$2.12K 0.22% 48
2022
Q4 		$746K Sell
10,363
-126
-1% -$9.5K 0.24% 53
2022
Q3 		$746K Hold
10,489
– – 0.26% 50
2022
Q2 		$808K Sell
10,489
-150
-1% -$11.4K 0.24% 51
2022
Q1 		$777K Sell
10,639
-1,325
-11% -$89K 0.19% 61
2021
Q4 		$746K Buy
11,964
+520
+5% +$30.5K 0.18% 67
2021
Q3 		$677K Buy
11,444
+188
+2% +$12.4K 0.17% 63
2021
Q2 		$752K Sell
11,256
-103
-0.9% -$6.72K 0.2% 57
2021
Q1 		$717K Sell
11,359
-122
-1% -$7.59K 0.21% 59
2020
Q4 		$712K Sell
11,481
-117
-1% -$7.19K 0.25% 48
2020
Q3 		$699K Sell
11,598
-500
-4% -$30.1K 0.3% 45
2020
Q2 		$711K Sell
12,098
-67
-0.6% -$4.01K 0.34% 40
2020
Q1 		$678K Sell
12,165
-374
-3% -$22.9K 0.46% 36
2019
Q4 		$805K Sell
12,539
-227
-2% -$13K 0.43% 43
2019
Q3 		$647K Sell
12,766
-50
-0.4% -$2.35K 0.35% 46
2019
Q2 		$581K Buy
12,816
+3,184
+33% +$148K 0.3% 52
2019
Q1 		$460K Hold
9,632
– – 0.25% 55
2018
Q4 		$501K Buy
+9,632
New +$518K 0.33% 51

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Pettinga Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 5.5% in Q2 2026, selling an estimated $34.6K and leaving 10,279 shares worth $592K. The position accounts for 0.09% of the portfolio, ranked #96.

Pettinga Financial Advisors first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $808K in Q2 2022. 892 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Pettinga Financial Advisors held 10,279 shares of Bristol-Myers Squibb worth $592K as of Q2 2026.
  • Pettinga Financial Advisors sold 602 Bristol-Myers Squibb shares in Q2 2026, an estimated $34.6K.
  • Bristol-Myers Squibb made up 0.09% of Pettinga Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Pettinga Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
  • Pettinga Financial Advisors's Bristol-Myers Squibb position peaked at $808K in Q2 2022.
  • 892 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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