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Roxbury Financial’s Bristol-Myers Squibb BMY Stock Holding History

Roxbury 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 		$28.3K Buy
492
+1
+0.2% +$57 0.02% 239
2026
Q1 		$29.8K Sell
491
-102
-17% -$5.95K 0.03% 229
2025
Q4 		$32K Sell
593
-147
-20% -$7.07K 0.03% 217
2025
Q3 		$33.4K Sell
740
-177
-19% -$8.27K 0.03% 210
2025
Q2 		$42.4K Sell
917
-100
-10% -$4.91K 0.04% 188
2025
Q1 		$60.6K Buy
1,017
+7
+0.7% +$408 0.06% 154
2024
Q4 		$59.8K Buy
+1,010
New +$56.4K 0.06% 148

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Roxbury Financial's BMY Position: Q2 2026 in Review

Roxbury Financial increased its Bristol-Myers Squibb (BMY) stake by 0.2% in Q2 2026, buying an estimated $57 and bringing the position to 492 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #239.

Roxbury Financial first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.6K in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Roxbury Financial held 492 shares of Bristol-Myers Squibb worth $28.3K as of Q2 2026.
  • Roxbury Financial bought 1 Bristol-Myers Squibb share in Q2 2026, an estimated $57.
  • Bristol-Myers Squibb made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #239 holding.
  • Roxbury Financial first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Bristol-Myers Squibb position peaked at $60.6K in Q1 2025.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.