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SYM Financial Corp’s Bristol-Myers Squibb BMY Stock Holding History

SYM Financial Corp’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
Q1 		$851K Buy
14,029
+1,900
+16% +$111K 0.09% 69
2025
Q4 		$654K Buy
12,129
+4,591
+61% +$221K 0.07% 91
2025
Q3 		$340K Sell
7,538
-1,047
-12% -$48.9K 0.04% 190
2025
Q2 		$397K Sell
8,585
-307
-3% -$15.1K 0.04% 156
2025
Q1 		$542K Sell
8,892
-198
-2% -$11.5K 0.07% 100
2024
Q4 		$514K Buy
9,090
+1,348
+17% +$75.3K 0.07% 89
2024
Q3 		$401K Sell
7,742
-522
-6% -$24.5K 0.05% 88
2024
Q2 		$343K Buy
+8,264
New +$370K 0.05% 85

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYM Financial Corp's BMY Position: Q1 2026 in Review

SYM Financial Corp increased its Bristol-Myers Squibb (BMY) stake by 16% in Q1 2026, buying an estimated $111K and bringing the position to 14,029 shares worth $851K. The position accounts for 0.09% of the portfolio, ranked #69.

SYM Financial Corp first reported a position in BMY in Q2 2024 and has held it in 8 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • SYM Financial Corp held 14,029 shares of Bristol-Myers Squibb worth $851K as of Q1 2026.
  • SYM Financial Corp bought 1,900 Bristol-Myers Squibb shares in Q1 2026, an estimated $111K.
  • Bristol-Myers Squibb made up 0.09% of SYM Financial Corp's portfolio in Q1 2026, its #69 holding.
  • SYM Financial Corp first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 8 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.