Sowell Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Sowell Financial Services’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	$3.93M	Sell	68,220 -174	-0.3%	-$9.99K	0.13%	172
2026 Q1	$4.15M	Buy	68,394 +2,289	+3%	+$133K	0.15%	142
2025 Q4	$3.57M	Buy	66,105 +9,205	+16%	+$443K	0.13%	155
2025 Q3	$2.57M	Buy	56,900 +532	+0.9%	+$24.8K	0.1%	221
2025 Q2	$2.61M	Buy	56,368 +1,028	+2%	+$50.5K	0.11%	200
2025 Q1	$3.38M	Sell	55,340 -1,483	-3%	-$86.4K	0.15%	139
2024 Q4	$3.21M	Sell	56,823 -2,277	-4%	-$127K	0.17%	140
2024 Q3	$3.06M	Sell	59,100 -1,820	-3%	-$85.4K	0.14%	162
2024 Q2	$2.53M	Buy	60,920 +2,684	+5%	+$120K	0.12%	176
2024 Q1	$3.16M	Buy	58,236 +4,780	+9%	+$243K	0.15%	157
2023 Q4	$2.74M	Buy	53,456 +5,312	+11%	+$279K	0.15%	160
2023 Q3	$2.79M	Buy	48,144 +6,056	+14%	+$371K	0.18%	142
2023 Q2	$2.69M	Buy	42,088 +17,255	+69%	+$1.16M	0.15%	158
2023 Q1	$1.72M	Sell	24,833 -23,410	-49%	-$1.65M	0.13%	182
2022 Q4	$3.47M	Buy	48,243 +17,944	+59%	+$1.35M	0.22%	116
2022 Q3	$2.15M	Sell	30,299 -12,965	-30%	-$940K	0.22%	127
2022 Q2	$3.35M	Buy	43,264 +17,092	+65%	+$1.3M	0.31%	73
2022 Q1	$1.92M	Sell	26,172 -62,618	-71%	-$4.2M	0.34%	56
2021 Q4	$5.54M	Buy	88,790 +3,176	+4%	+$186K	0.32%	67
2021 Q3	$5.11M	Buy	85,614 +2,003	+2%	+$132K	0.34%	65
2021 Q2	$5.59M	Sell	83,611 -9,090	-10%	-$593K	0.37%	67
2021 Q1	$5.97M	Buy	92,701 +11,873	+15%	+$739K	0.21%	102
2020 Q4	$5.01M	Sell	80,828 -2,972	-4%	-$183K	0.21%	99
2020 Q3	$5.05M	Buy	83,800 +15,703	+23%	+$945K	0.25%	89
2020 Q2	$4M	Buy	68,097 +42,703	+168%	+$2.55M	0.22%	104
2020 Q1	$1.42M	Buy	25,394 +1,693	+7%	+$103K	0.1%	199
2019 Q4	$1.52M	Buy	23,701 +4,619	+24%	+$265K	0.12%	191
2019 Q3	$968K	Buy	+19,082	New	+$897K	0.08%	258
2019 Q1	$853K	Buy	17,889 +1,009	+6%	+$50.3K	0.1%	227
2018 Q4	$877K	Buy	+16,880	New	+$907K	0.12%	179
2018 Q3	–	Sell	-13,802	Closed	-$820K	–	374
2018 Q2	$820K	Buy	13,802 +6,467	+88%	+$349K	0.17%	123
2018 Q1	$378K	Sell	7,335 -52	-0.7%	-$3.35K	0.09%	183
2017 Q4	$457K	Buy	7,387 +44	+0.6%	+$2.75K	0.11%	167
2017 Q3	$456K	Sell	7,343 -570	-7%	-$33.3K	0.12%	152
2017 Q2	$450K	Buy	7,913 +1,641	+26%	+$89.3K	0.13%	148
2017 Q1	$338K	Buy	6,272 +2,326	+59%	+$128K	0.1%	173
2016 Q4	$212K	Buy	+3,946	New	+$216K	0.07%	187

Other funds holding BMY

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sowell Financial Services's BMY Position: Q2 2026 in Review

Sowell Financial Services reduced its Bristol-Myers Squibb (BMY) stake by 0.25% in Q2 2026, selling an estimated $9.99K and leaving 68,220 shares worth $3.93M. The position accounts for 0.13% of the portfolio, ranked #172.

Sowell Financial Services first reported a position in BMY in Q4 2016 and has held it in 37 quarters since. The position peaked at $5.97M in Q1 2021. 864 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Sowell Financial Services held 68,220 shares of Bristol-Myers Squibb worth $3.93M as of Q2 2026.
Sowell Financial Services sold 174 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.99K.
Bristol-Myers Squibb made up 0.13% of Sowell Financial Services's portfolio in Q2 2026, its #172 holding.
Sowell Financial Services first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 37 quarters since.
Sowell Financial Services's Bristol-Myers Squibb position peaked at $5.97M in Q1 2021.
864 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.