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

PFG Investments’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	$3.04M	Buy	52,772 +6,336	+14%	+$364K	0.12%	150
2026 Q1	$2.82M	Sell	46,436 -10,347	-18%	-$603K	0.13%	142
2025 Q4	$3.06M	Sell	56,783 -1,315	-2%	-$63.3K	0.14%	127
2025 Q3	$2.62M	Buy	58,098 +2,560	+5%	+$120K	0.14%	137
2025 Q2	$2.57M	Sell	55,538 -2,013	-3%	-$98.8K	0.15%	125
2025 Q1	$3.51M	Buy	57,551 +3,999	+7%	+$233K	0.23%	85
2024 Q4	$3.03M	Sell	53,552 -5,234	-9%	-$292K	0.19%	96
2024 Q3	$3.04M	Buy	58,786 +1,791	+3%	+$84K	0.2%	91
2024 Q2	$2.37M	Sell	56,995 -16,080	-22%	-$720K	0.17%	110
2024 Q1	$3.96M	Buy	73,075 +56,932	+353%	+$2.9M	0.24%	86
2023 Q4	$828K	Buy	16,143 +2,638	+20%	+$138K	0.15%	156
2023 Q3	$784K	Sell	13,505 -1,381	-9%	-$84.6K	0.15%	149
2023 Q2	$952K	Buy	14,886 +2,434	+20%	+$163K	0.17%	133
2023 Q1	$863K	Buy	+12,452	New	+$878K	0.18%	132

Other funds holding BMY

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PFG Investments's BMY Position: Q2 2026 in Review

PFG Investments increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $364K and bringing the position to 52,772 shares worth $3.04M. The position accounts for 0.12% of the portfolio, ranked #150.

PFG Investments first reported a position in BMY in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.96M in Q1 2024. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

PFG Investments held 52,772 shares of Bristol-Myers Squibb worth $3.04M as of Q2 2026.
PFG Investments bought 6,336 Bristol-Myers Squibb shares in Q2 2026, an estimated $364K.
Bristol-Myers Squibb made up 0.12% of PFG Investments's portfolio in Q2 2026, its #150 holding.
PFG Investments first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 14 quarters since.
PFG Investments's Bristol-Myers Squibb position peaked at $3.96M in Q1 2024.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.