Prosperitas Financial’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
$262K Buy
4,539
+1,187
+35% +$68.2K 0.08% 82
2026
Q1
$203K Buy
+3,352
New +$195K 0.08% 88

Other funds holding BMY

Prosperitas Financial's BMY Position: Q2 2026 in Review

Prosperitas Financial increased its Bristol-Myers Squibb (BMY) stake by 35% in Q2 2026, buying an estimated $68.2K and bringing the position to 4,539 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #82.

Prosperitas Financial first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Prosperitas Financial held 4,539 shares of Bristol-Myers Squibb worth $262K as of Q2 2026.
  • Prosperitas Financial bought 1,187 Bristol-Myers Squibb shares in Q2 2026, an estimated $68.2K.
  • Bristol-Myers Squibb made up 0.08% of Prosperitas Financial's portfolio in Q2 2026, its #82 holding.
  • Prosperitas Financial first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • 2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.