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

Richardson 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 		$203K Buy
3,525
+2,975
+541% +$171K 0.12% 164
2026
Q1 		$33.4K Buy
550
+110
+25% +$6.41K 0.02% 359
2025
Q4 		$23.7K Buy
440
+10
+2% +$481 0.01% 388
2025
Q3 		$19.4K Buy
430
+100
+30% +$4.67K 0.01% 379
2025
Q2 		$15.7K Sell
330
-508
-61% -$24.9K 0.01% 360
2025
Q1 		$51.1K Sell
838
-4
-0.5% -$233 0.04% 242
2024
Q4 		$47.2K Buy
+842
New +$47K 0.03% 260
2024
Q2 		– Sell
-25
Closed -$1.08K – 592
2024
Q1 		$1.08K Buy
+25
New +$1.27K ﹤0.01% 541

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

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

Richardson Financial Services increased its Bristol-Myers Squibb (BMY) stake by 541% in Q2 2026, buying an estimated $171K and bringing the position to 3,525 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #164.

Richardson Financial Services first reported a position in BMY in Q1 2024 and has held it in 8 quarters since. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Richardson Financial Services held 3,525 shares of Bristol-Myers Squibb worth $203K as of Q2 2026.
  • Richardson Financial Services bought 2,975 Bristol-Myers Squibb shares in Q2 2026, an estimated $171K.
  • Bristol-Myers Squibb made up 0.12% of Richardson Financial Services's portfolio in Q2 2026, its #164 holding.
  • Richardson Financial Services first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 8 quarters since.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.