Physicians Financial Services’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $789K | Sell |
13,692
-150
| -1% | -$8.61K | 0.2% | 68 |
|
|
2026
Q1 | $840K | Buy |
13,842
+1,275
| +10% | +$74.3K | 0.23% | 66 |
|
|
2025
Q4 | $678K | Sell |
12,567
-339
| -3% | -$16.3K | 0.18% | 73 |
|
|
2025
Q3 | $582K | Sell |
12,906
-300
| -2% | -$14K | 0.16% | 80 |
|
|
2025
Q2 | $611K | Hold |
13,206
| – | – | 0.18% | 79 |
|
|
2025
Q1 | $805K | Sell |
13,206
-375
| -3% | -$21.9K | 0.26% | 62 |
|
|
2024
Q4 | $768K | Sell |
13,581
-1,182
| -8% | -$66K | 0.23% | 66 |
|
|
2024
Q3 | $764K | Sell |
14,763
-350
| -2% | -$16.4K | 0.24% | 69 |
|
|
2024
Q2 | $628K | Sell |
15,113
-175
| -1% | -$7.83K | 0.2% | 73 |
|
|
2024
Q1 | $829K | Sell |
15,288
-100
| -0.6% | -$5.09K | 0.29% | 65 |
|
|
2023
Q4 | $790K | Sell |
15,388
-1,700
| -10% | -$89.2K | 0.3% | 62 |
|
|
2023
Q3 | $992K | Sell |
17,088
-200
| -1% | -$12.3K | 0.41% | 58 |
|
|
2023
Q2 | $1.11M | Buy |
17,288
+784
| +5% | +$52.6K | 0.43% | 57 |
|
|
2023
Q1 | $1.14M | Hold |
16,504
| – | – | 0.48% | 53 |
|
|
2022
Q4 | $1.19M | Hold |
16,504
| – | – | 0.53% | 52 |
|
|
2022
Q3 | $1.17M | Sell |
16,504
-30
| -0.2% | -$2.18K | 0.57% | 48 |
|
|
2022
Q2 | $1.27M | Buy |
16,534
+30
| +0.2% | +$2.29K | 0.57% | 49 |
|
|
2022
Q1 | $1.21M | Hold |
16,504
| – | – | 0.46% | 56 |
|
|
2021
Q4 | $1.03M | Sell |
16,504
-350
| -2% | -$20.5K | 0.38% | 62 |
|
|
2021
Q3 | $997K | Hold |
16,854
| – | – | 0.4% | 60 |
|
|
2021
Q2 | $1.13M | Buy |
16,854
+50
| +0.3% | +$3.26K | 0.46% | 58 |
|
|
2021
Q1 | $1.06M | Buy |
16,804
+3,005
| +22% | +$187K | 0.45% | 59 |
|
|
2020
Q4 | $856K | Sell |
13,799
-1,270
| -8% | -$78.1K | 0.41% | 59 |
|
|
2020
Q3 | $909K | Sell |
15,069
-300
| -2% | -$18.1K | 0.45% | 56 |
|
|
2020
Q2 | $904K | Hold |
15,369
| – | – | 0.5% | 55 |
|
|
2020
Q1 | $857K | Sell |
15,369
-200
| -1% | -$12.2K | 0.59% | 48 |
|
|
2019
Q4 | $999K | Buy |
15,569
+3,539
| +29% | +$203K | 0.54% | 57 |
|
|
2019
Q3 | $610K | Buy |
12,030
+400
| +3% | +$18.8K | 0.35% | 69 |
|
|
2019
Q2 | $527K | Buy |
11,630
+1,500
| +15% | +$69.9K | 0.31% | 75 |
|
|
2019
Q1 | $483K | Buy |
10,130
+201
| +2% | +$10K | 0.3% | 77 |
|
|
2018
Q4 | $516K | Buy |
9,929
+3,236
| +48% | +$174K | 0.38% | 66 |
|
|
2018
Q3 | $416K | Hold |
6,693
| – | – | 0.29% | 78 |
|
|
2018
Q2 | $370K | Hold |
6,693
| – | – | 0.28% | 80 |
|
|
2018
Q1 | $419K | Sell |
6,693
-3,236
| -33% | -$208K | 0.33% | 76 |
|
|
2017
Q4 | $608K | Hold |
9,929
| – | – | 0.46% | 68 |
|
|
2017
Q3 | $633K | Hold |
9,929
| – | – | 0.52% | 62 |
|
|
2017
Q2 | $553K | Hold |
9,929
| – | – | 0.47% | 70 |
|
|
2017
Q1 | $540K | Buy |
9,929
+39
| +0.4% | +$2.14K | 0.47% | 69 |
|
|
2016
Q4 | $756K | Hold |
9,890
| – | – | 0.62% | 51 |
|
|
2016
Q3 | $533K | Buy |
9,890
+200
| +2% | +$12.8K | 0.44% | 67 |
|
|
2016
Q2 | $713K | Hold |
9,690
| – | – | 0.62% | 50 |
|
|
2016
Q1 | $619K | Buy |
9,690
+180
| +2% | +$11.4K | 0.56% | 57 |
|
|
2015
Q4 | $654K | Buy |
+9,510
| New | +$628K | 0.6% | 53 |
|
Other funds holding BMY
Physicians Financial Services's BMY Position: Q2 2026 in Review
Physicians Financial Services reduced its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, selling an estimated $8.61K and leaving 13,692 shares worth $789K. The position accounts for 0.2% of the portfolio, ranked #68.
Physicians Financial Services first reported a position in BMY in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.27M in Q2 2022. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Physicians Financial Services held 13,692 shares of Bristol-Myers Squibb worth $789K as of Q2 2026.
- Physicians Financial Services sold 150 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.61K.
- Bristol-Myers Squibb made up 0.2% of Physicians Financial Services's portfolio in Q2 2026, its #68 holding.
- Physicians Financial Services first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 43 quarters since.
- Physicians Financial Services's Bristol-Myers Squibb position peaked at $1.27M in Q2 2022.
- 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.