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Plan Group Financial’s Bristol-Myers Squibb BMY Stock Holding History

Plan Group Financial’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 		$657K Buy
11,399
+1,390
+14% +$79.8K 0.14% 114
2026
Q1 		$607K Buy
10,009
+1,049
+12% +$61.2K 0.14% 117
2025
Q4 		$483K Buy
8,960
+4,417
+97% +$212K 0.13% 120
2025
Q3 		$205K Buy
+4,543
New +$212K 0.06% 176

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Plan Group Financial's BMY Position: Q2 2026 in Review

Plan Group Financial increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $79.8K and bringing the position to 11,399 shares worth $657K. The position accounts for 0.14% of the portfolio, ranked #114.

Plan Group Financial first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Plan Group Financial held 11,399 shares of Bristol-Myers Squibb worth $657K as of Q2 2026.
  • Plan Group Financial bought 1,390 Bristol-Myers Squibb shares in Q2 2026, an estimated $79.8K.
  • Bristol-Myers Squibb made up 0.14% of Plan Group Financial's portfolio in Q2 2026, its #114 holding.
  • Plan Group Financial first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.