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Sovereign Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Sovereign Financial Group’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 		$756K Sell
13,116
-425
-3% -$24.4K 0.12% 163
2026
Q1 		$821K Buy
13,541
+674
+5% +$39.3K 0.14% 134
2025
Q4 		$694K Buy
12,867
+236
+2% +$11.4K 0.12% 150
2025
Q3 		$570K Sell
12,631
-439
-3% -$20.5K 0.11% 167
2025
Q2 		$605K Sell
13,070
-718
-5% -$35.2K 0.12% 147
2025
Q1 		$841K Sell
13,788
-434
-3% -$25.3K 0.19% 102
2024
Q4 		$804K Sell
14,222
-595
-4% -$33.2K 0.18% 109
2024
Q3 		$767K Sell
14,817
-95
-0.6% -$4.46K 0.18% 111
2024
Q2 		$619K Buy
14,912
+1,241
+9% +$55.5K 0.15% 121
2024
Q1 		$741K Buy
13,671
+455
+3% +$23.2K 0.2% 104
2023
Q4 		$678K Sell
13,216
-950
-7% -$49.9K 0.21% 92
2023
Q3 		$822K Sell
14,166
-1,379
-9% -$84.5K 0.29% 72
2023
Q2 		$994K Buy
15,545
+916
+6% +$61.4K 0.32% 76
2023
Q1 		$1.01M Buy
14,629
+1,262
+9% +$89K 0.38% 69
2022
Q4 		$962K Buy
13,367
+1,457
+12% +$110K 0.38% 69
2022
Q3 		$847K Sell
11,910
-39
-0.3% -$2.83K 0.34% 72
2022
Q2 		$920K Sell
11,949
-84
-0.7% -$6.4K 0.36% 72
2022
Q1 		$879K Buy
12,033
+1,078
+10% +$72.4K 0.33% 78
2021
Q4 		$683K Buy
10,955
+77
+0.7% +$4.52K 0.27% 97
2021
Q3 		$644K Sell
10,878
-299
-3% -$19.7K 0.37% 61
2021
Q2 		$706K Hold
11,177
– – 0.43% 52
2021
Q1 		$706K Buy
11,177
+984
+10% +$61.2K 0.44% 50
2020
Q4 		$632K Buy
+10,193
New +$627K 0.46% 53

Other funds holding BMY

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sovereign Financial Group's BMY Position: Q2 2026 in Review

Sovereign Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 3.1% in Q2 2026, selling an estimated $24.4K and leaving 13,116 shares worth $756K. The position accounts for 0.12% of the portfolio, ranked #163.

Sovereign Financial Group first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q1 2023. 945 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Sovereign Financial Group held 13,116 shares of Bristol-Myers Squibb worth $756K as of Q2 2026.
  • Sovereign Financial Group sold 425 Bristol-Myers Squibb shares in Q2 2026, an estimated $24.4K.
  • Bristol-Myers Squibb made up 0.12% of Sovereign Financial Group's portfolio in Q2 2026, its #163 holding.
  • Sovereign Financial Group first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Bristol-Myers Squibb position peaked at $1.01M in Q1 2023.
  • 945 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.