PFG Advisors
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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
Q3 		$202K Buy
+3,235
New +$204K 0.01% 740
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 $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

PFG Advisors's BMY Position: Q3 2026 in Review

PFG Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 3,235 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: PFG Advisors previously reported a position in BMY as recently as Q1 2026.

PFG Advisors first reported a position in BMY in Q1 2020 and has held it in 24 quarters since. The position peaked at $674K in Q4 2022. 979 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • PFG Advisors held 3,235 shares of Bristol-Myers Squibb worth $202K as of Q3 2026.
  • Bristol-Myers Squibb was a new PFG Advisors position in Q3 2026.
  • Bristol-Myers Squibb made up 0.01% of PFG Advisors's portfolio in Q3 2026, its #740 holding.
  • PFG Advisors first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 24 quarters since.
  • PFG Advisors's Bristol-Myers Squibb position peaked at $674K in Q4 2022.
  • 979 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.