Second Half Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Second Half Financial Partners’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	$665K	Buy	11,545 +1,744	+18%	+$100K	0.27%	49
2026 Q1	$594K	Buy	+9,801	New	+$571K	0.27%	45
2022 Q3	–	Sell	-61,013	Closed	-$3.85M	–	40
2022 Q2	$3.85M	Hold	61,013	–	–	2.96%	15
2022 Q1	$3.85M	Buy	+61,013	New	+$4.1M	2.96%	15

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Second Half Financial Partners's BMY Position: Q2 2026 in Review

Second Half Financial Partners increased its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, buying an estimated $100K and bringing the position to 11,545 shares worth $665K. The position accounts for 0.27% of the portfolio, ranked #49.

Second Half Financial Partners first reported a position in BMY in Q1 2022 and has held it in 4 quarters since. The position peaked at $3.85M in Q2 2022. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Second Half Financial Partners held 11,545 shares of Bristol-Myers Squibb worth $665K as of Q2 2026.
Second Half Financial Partners bought 1,744 Bristol-Myers Squibb shares in Q2 2026, an estimated $100K.
Bristol-Myers Squibb made up 0.27% of Second Half Financial Partners's portfolio in Q2 2026, its #49 holding.
Second Half Financial Partners first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 4 quarters since.
Second Half Financial Partners's Bristol-Myers Squibb position peaked at $3.85M in Q2 2022.
440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.