PFS
BMY icon

Prospera Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Prospera Financial Services’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 		$2.04M Sell
35,440
-2,114
-6% -$121K 0.03% 513
2026
Q1 		$2.28M Buy
37,554
+4,231
+13% +$247K 0.04% 464
2025
Q4 		$1.8M Sell
33,323
-9,007
-21% -$433K 0.03% 502
2025
Q3 		$1.91M Sell
42,330
-11,667
-22% -$545K 0.03% 483
2025
Q2 		$2.5M Sell
53,997
-10,360
-16% -$509K 0.05% 405
2025
Q1 		$3.93M Buy
64,357
+13,457
+26% +$784K 0.09% 240
2024
Q4 		$2.88M Sell
50,900
-22,355
-31% -$1.25M 0.07% 294
2024
Q3 		$3.79M Buy
73,255
+20,916
+40% +$981K 0.1% 228
2024
Q2 		$2.17M Buy
52,339
+11,692
+29% +$523K 0.06% 318
2024
Q1 		$2.21M Buy
40,647
+12,483
+44% +$636K 0.07% 313
2023
Q4 		$1.45M Sell
28,164
-3,319
-11% -$174K 0.05% 378
2023
Q3 		$1.83M Buy
31,483
+4,100
+15% +$251K 0.07% 283
2023
Q2 		$1.75M Buy
27,383
+731
+3% +$49K 0.07% 286
2023
Q1 		$1.85M Sell
26,652
-163
-0.6% -$11.5K 0.08% 279
2022
Q4 		$1.93M Sell
26,815
-460
-2% -$34.7K 0.1% 235
2022
Q3 		$1.94M Buy
27,275
+1,147
+4% +$83.2K 0.1% 235
2022
Q2 		$2.01M Buy
26,128
+3,246
+14% +$247K 0.1% 241
2022
Q1 		$1.67M Buy
22,882
+362
+2% +$24.3K 0.07% 310
2021
Q4 		$1.41M Buy
22,520
+5,903
+36% +$346K 0.06% 335
2021
Q3 		$984K Sell
16,617
-7,048
-30% -$464K 0.05% 376
2021
Q2 		$1.58M Buy
23,665
+4,784
+25% +$312K 0.08% 281
2021
Q1 		$1.19M Sell
18,881
-2,597
-12% -$162K 0.07% 307
2020
Q4 		$1.33M Buy
21,478
+8,685
+68% +$534K 0.09% 241
2020
Q3 		$771K Sell
12,793
-3,012
-19% -$181K 0.29% 65
2020
Q2 		$929K Buy
15,805
+377
+2% +$22.5K 0.08% 242
2020
Q1 		$860K Sell
15,428
-6,170
-29% -$377K 0.09% 215
2019
Q4 		$1.39M Buy
21,598
+10,008
+86% +$573K 0.11% 218
2019
Q3 		$588K Buy
11,590
+718
+7% +$33.7K 0.06% 269
2019
Q2 		$495K Buy
+10,872
New +$506K 0.06% 290
2019
Q1 		– Sell
-40,057
Closed -$2.06M – 337
2018
Q4 		$2.06M Sell
40,057
-2,751
-6% -$148K 0.42% 47
2018
Q3 		$2.58M Sell
42,808
-6,321
-13% -$375K 0.48% 37
2018
Q2 		$2.73M Sell
49,129
-35
-0.1% -$1.89K 0.37% 48
2018
Q1 		$3.1M Sell
49,164
-2,196
-4% -$141K 0.43% 40
2017
Q4 		$3.16M Sell
51,360
-12,966
-20% -$811K 0.48% 34
2017
Q3 		$4.14M Sell
64,326
-421
-0.7% -$24.6K 0.63% 17
2017
Q2 		$3.59M Sell
64,747
-785
-1% -$42.7K 0.58% 22
2017
Q1 		$3.53M Buy
65,532
+15,991
+32% +$877K 0.64% 20
2016
Q4 		$2.93M Buy
49,541
+13,377
+37% +$731K 0.57% 30
2016
Q3 		$1.95M Buy
36,164
+16,199
+81% +$1.04M 0.39% 48
2016
Q2 		$1.47M Buy
19,965
+4,005
+25% +$283K 0.3% 64
2016
Q1 		$1.02M Buy
15,960
+2,911
+22% +$184K 0.23% 79
2015
Q4 		$898K Sell
13,049
-1,051
-7% -$69.5K 0.2% 79
2015
Q3 		$794K Buy
14,100
+973
+7% +$61.7K 0.2% 79
2015
Q2 		$827K Buy
13,127
+210
+2% +$13.8K 0.2% 87
2015
Q1 		$789K Buy
12,917
+1,732
+15% +$108K 0.18% 83
2014
Q4 		$660K Sell
11,185
-1,547
-12% -$87.2K 0.16% 103
2014
Q3 		$616K Buy
12,732
+1,027
+9% +$51.3K 0.17% 97
2014
Q2 		$568K Buy
11,705
+4,771
+69% +$235K 0.15% 109
2014
Q1 		$324K Buy
6,934
+201
+3% +$10.7K 0.1% 155
2013
Q4 		$358K Buy
6,733
+96
+1% +$4.89K 0.12% 141
2013
Q3 		$314K Sell
6,637
-1,198
-15% -$52.6K 0.12% 148
2013
Q2 		$351K Buy
+7,835
New +$340K 0.16% 139

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

Prospera Financial Services's BMY Position: Q2 2026 in Review

Prospera Financial Services reduced its Bristol-Myers Squibb (BMY) stake by 5.6% in Q2 2026, selling an estimated $121K and leaving 35,440 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #513.

Prospera Financial Services first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.14M in Q3 2017. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Prospera Financial Services held 35,440 shares of Bristol-Myers Squibb worth $2.04M as of Q2 2026.
  • Prospera Financial Services sold 2,114 Bristol-Myers Squibb shares in Q2 2026, an estimated $121K.
  • Bristol-Myers Squibb made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #513 holding.
  • Prospera Financial Services first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's Bristol-Myers Squibb position peaked at $4.14M in Q3 2017.
  • 878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.