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SS&H Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

SS&H 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 		$4.17M Buy
+72,300
New +$4.15M 1.07% 24
2025
Q4 		$3.74M Buy
69,350
+13,450
+24% +$647K 1.09% 22
2025
Q3 		$2.52M Buy
55,900
+2,900
+5% +$135K 0.77% 36
2025
Q2 		$2.45M Sell
53,000
-900
-2% -$44.2K 0.82% 36
2025
Q1 		$3.29M Hold
53,900
– – 1.23% 20
2024
Q4 		$3.05M Buy
53,900
+5,025
+10% +$281K 1.11% 21
2024
Q3 		$2.53M Buy
48,875
+1,750
+4% +$82.1K 0.92% 32
2024
Q2 		$1.96M Sell
47,125
-1,000
-2% -$44.7K 0.76% 38
2024
Q1 		$2.61M Buy
48,125
+500
+1% +$25.5K 1.09% 26
2023
Q4 		$2.44M Buy
47,625
+5,372
+13% +$282K 1.04% 27
2023
Q3 		$2.45M Buy
+42,253
New +$2.59M 1.15% 22
2023
Q1 		$3.13M Sell
45,175
-800
-2% -$56.4K 1.43% 19
2022
Q4 		$3.31M Hold
45,975
– – 1.58% 17
2022
Q3 		$3.27M Hold
45,975
– – 1.69% 17
2022
Q2 		$3.54M Buy
45,975
+1,425
+3% +$109K 1.64% 16
2022
Q1 		$3.25M Buy
+44,550
New +$2.99M 1.27% 23

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SS&H Financial Advisors's BMY Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 72,300 shares worth $4.17M. The stake represents 1.07% of the portfolio and ranks #24 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in BMY as recently as Q4 2025.

SS&H Financial Advisors first reported a position in BMY in Q1 2022 and has held it in 16 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • SS&H Financial Advisors held 72,300 shares of Bristol-Myers Squibb worth $4.17M as of Q2 2026.
  • Bristol-Myers Squibb was a new SS&H Financial Advisors position in Q2 2026.
  • Bristol-Myers Squibb made up 1.07% of SS&H Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • SS&H Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 16 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.