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

Strive 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 		– Sell
-27
Closed -$6K – 898
2026
Q1 		$6K Buy
+27
New +$1.57K ﹤0.01% 478

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Strive Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 6.3% in Q2 2026, selling an estimated $10.7K and leaving 2,788 shares worth $161K. The position accounts for 0.07% of the portfolio, ranked #168.

Strive Financial Group first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $180K in Q1 2026. 1,843 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Strive Financial Group held 2,788 shares of Bristol-Myers Squibb worth $161K as of Q2 2026.
  • Strive Financial Group sold 186 Bristol-Myers Squibb shares in Q2 2026, an estimated $10.7K.
  • Bristol-Myers Squibb made up 0.07% of Strive Financial Group's portfolio in Q2 2026, its #168 holding.
  • Strive Financial Group first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Bristol-Myers Squibb position peaked at $180K in Q1 2026.
  • 1,843 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.