SFA
BMY icon

Sequoia Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sequoia Financial Advisors’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
2025
Q3 		– Hold
0
– -$9.26K – 1751
2025
Q2 		– Hold
0
– – – 1578

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Sequoia Financial Advisors's BMY Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 6.9% in Q2 2026, buying an estimated $664K and bringing the position to 179,874 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #222.

Sequoia Financial Advisors first reported a position in BMY in Q1 2014 and has held it in 49 quarters since. 1,047 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Sequoia Financial Advisors held 179,874 shares of Bristol-Myers Squibb worth $10.4M as of Q2 2026.
  • Sequoia Financial Advisors bought 11,558 Bristol-Myers Squibb shares in Q2 2026, an estimated $664K.
  • Bristol-Myers Squibb made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #222 holding.
  • Sequoia Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 49 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.