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

Souders 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
2026 Q2	$398K	Sell	6,899 -1,193	-15%	-$68.5K	0.04%	165
2026 Q1	$491K	Sell	8,092 -374	-4%	-$21.8K	0.06%	143
2025 Q4	$457K	Buy	8,466 +922	+12%	+$44.4K	0.05%	141
2025 Q3	$340K	Sell	7,544 -284	-4%	-$13.3K	0.04%	162
2025 Q2	$362K	Buy	7,828 +995	+15%	+$48.8K	0.05%	151
2025 Q1	$417K	Buy	6,833 +471	+7%	+$27.5K	0.06%	139
2024 Q4	$360K	Buy	6,362 +558	+10%	+$31.2K	0.05%	141
2024 Q3	$300K	Sell	5,804 -71	-1%	-$3.33K	0.04%	143
2024 Q2	$244K	Sell	5,875 -955	-14%	-$42.7K	0.04%	150
2024 Q1	$370K	Buy	+6,830	New	+$348K	0.06%	137
2023 Q4	–	Sell	-6,153	Closed	-$357K	–	154
2023 Q3	$357K	Buy	6,153 +1,902	+45%	+$117K	0.07%	129
2023 Q2	$272K	Sell	4,251 -35,620	-89%	-$2.39M	0.05%	141
2023 Q1	$2.76M	Buy	39,871 +703	+2%	+$49.6K	0.59%	58
2022 Q4	$2.82M	Buy	39,168 +1,164	+3%	+$87.8K	0.64%	53
2022 Q3	$2.7M	Buy	38,004 +921	+2%	+$66.8K	0.73%	41
2022 Q2	$2.85M	Buy	+37,083	New	+$2.82M	0.82%	34

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Souders Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, selling an estimated $68.5K and leaving 6,899 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #165.

Souders Financial Advisors first reported a position in BMY in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.85M in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Souders Financial Advisors held 6,899 shares of Bristol-Myers Squibb worth $398K as of Q2 2026.
Souders Financial Advisors sold 1,193 Bristol-Myers Squibb shares in Q2 2026, an estimated $68.5K.
Bristol-Myers Squibb made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #165 holding.
Souders Financial Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 16 quarters since.
Souders Financial Advisors's Bristol-Myers Squibb position peaked at $2.85M in Q2 2022.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.