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 Q2	$807K	Sell	14,012 -17	-0.1%	-$976	0.06%	85
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SYM Financial Corp's BMY Position: Q2 2026 in Review

SYM Financial Corp reduced its Bristol-Myers Squibb (BMY) stake by 0.12% in Q2 2026, selling an estimated $976 and leaving 14,012 shares worth $807K. The position accounts for 0.06% of the portfolio, ranked #85.

SYM Financial Corp first reported a position in BMY in Q2 2024 and has held it in 9 quarters since. The position peaked at $851K in Q1 2026. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

SYM Financial Corp held 14,012 shares of Bristol-Myers Squibb worth $807K as of Q2 2026.
SYM Financial Corp sold 17 Bristol-Myers Squibb shares in Q2 2026, an estimated $976.
Bristol-Myers Squibb made up 0.06% of SYM Financial Corp's portfolio in Q2 2026, its #85 holding.
SYM Financial Corp first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 9 quarters since.
SYM Financial Corp's Bristol-Myers Squibb position peaked at $851K in Q1 2026.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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