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PFG Advisors’s Bristol-Myers Squibb BMY Stock Holding History

PFG 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 		– Sell
-5,331
Closed -$323K – 797
2026
Q1 		$323K Sell
5,331
-96
-2% -$5.6K 0.02% 637
2025
Q4 		$293K Sell
5,427
-922
-15% -$44.4K 0.01% 651
2025
Q3 		$286K Buy
+6,349
New +$297K 0.01% 692
2025
Q2 		– Sell
-4,642
Closed -$283K – 632
2025
Q1 		$283K Buy
4,642
+70
+2% +$4.08K 0.02% 599
2024
Q4 		$259K Sell
4,572
-350
-7% -$19.6K 0.02% 620
2024
Q3 		$255K Buy
4,922
+40
+0.8% +$1.88K 0.02% 630
2024
Q2 		$203K Sell
4,882
-65
-1% -$2.91K 0.01% 648
2024
Q1 		$268K Sell
4,947
-702
-12% -$35.8K 0.02% 549
2023
Q4 		$290K Buy
5,649
+323
+6% +$17K 0.02% 491
2023
Q3 		$309K Sell
5,326
-4,489
-46% -$275K 0.03% 444
2023
Q2 		$628K Buy
9,815
+192
+2% +$12.9K 0.05% 367
2023
Q1 		$667K Buy
9,623
+250
+3% +$17.6K 0.06% 341
2022
Q4 		$674K Buy
9,373
+99
+1% +$7.46K 0.07% 310
2022
Q3 		$659K Buy
9,274
+1,146
+14% +$83.1K 0.08% 287
2022
Q2 		$626K Buy
8,128
+1,398
+21% +$106K 0.07% 225
2022
Q1 		$492K Buy
6,730
+1,313
+24% +$88.2K 0.05% 269
2021
Q4 		$338K Sell
5,417
-840
-13% -$49.3K 0.03% 418
2021
Q3 		$370K Sell
6,257
-30
-0.5% -$1.98K 0.04% 379
2021
Q2 		$420K Sell
6,287
-517
-8% -$33.7K 0.05% 347
2021
Q1 		$430K Buy
6,804
+3,338
+96% +$208K 0.06% 319
2020
Q4 		$215K Sell
3,466
-44
-1% -$2.71K 0.04% 349
2020
Q3 		$212K Buy
+3,510
New +$211K 0.04% 332
2020
Q2 		– Sell
-3,331
Closed -$205K – 308
2020
Q1 		$205K Buy
+3,331
New +$204K 0.06% 265

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
Handelsbanken Fonder
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

PFG Advisors's BMY Position: Q2 2026 in Review

PFG Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 5,331 shares — an estimated $323K sold.

PFG Advisors first reported a position in BMY in Q1 2020 and held it in 23 quarters. The position peaked at $674K in Q4 2022. 852 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • PFG Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 5,331 Bristol-Myers Squibb shares in Q2 2026, an estimated $323K.
  • PFG Advisors first reported a position in Bristol-Myers Squibb in Q1 2020 and held it in 23 quarters.
  • PFG Advisors's Bristol-Myers Squibb position peaked at $674K in Q4 2022.
  • 852 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.