Security National Bank’s Bristol-Myers Squibb BMY Stock Holding History

Security National Bank’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	$74.6K	Hold	1,294	–	–	0.01%	211
2026 Q1	$78.5K	Hold	1,294	–	–	0.01%	202
2025 Q4	$69.8K	Hold	1,294	–	–	0.01%	204
2025 Q3	$58.4K	Hold	1,294	–	–	0.01%	236
2025 Q2	$59.9K	Buy	1,294 +87	+7%	+$4.27K	0.01%	207
2025 Q1	$73.6K	Hold	1,207	–	–	0.01%	185
2024 Q4	$68.3K	Buy	+1,207	New	+$67.4K	0.01%	187
2018 Q3	–	Sell	-50,815	Closed	-$2.81M	–	65
2018 Q2	$2.81M	Buy	50,815 +3,022	+6%	+$163K	1.79%	27
2018 Q1	$3.02M	Sell	47,793 -1,141	-2%	-$73.4K	2.02%	17
2017 Q4	$3M	Sell	48,934 -150	-0.3%	-$9.38K	1.95%	21
2017 Q3	$3.13M	Buy	49,084 +853	+2%	+$49.8K	2.14%	15
2017 Q2	$2.69M	Buy	48,231 +1,967	+4%	+$107K	1.96%	21
2017 Q1	$2.52M	Buy	+46,264	New	+$2.54M	1.88%	22

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Security National Bank's BMY Position: Q2 2026 in Review

Security National Bank held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 1,294 shares worth $74.6K. The position accounts for 0.01% of the portfolio, ranked #211.

Security National Bank first reported a position in BMY in Q1 2017 and has held it in 13 quarters since. The position peaked at $3.13M in Q3 2017. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Security National Bank held 1,294 shares of Bristol-Myers Squibb worth $74.6K as of Q2 2026.
Security National Bank left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Security National Bank's portfolio in Q2 2026, its #211 holding.
Security National Bank first reported a position in Bristol-Myers Squibb in Q1 2017 and has held it in 13 quarters since.
Security National Bank's Bristol-Myers Squibb position peaked at $3.13M in Q3 2017.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.