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Symphony Financial’s Bristol-Myers Squibb BMY Stock Holding History

Symphony Financial’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 		$609K Sell
10,467
-3,299
-24% -$189K 0.07% 179
2026
Q1 		$832K Buy
13,766
+1,138
+9% +$66.3K 0.11% 126
2025
Q4 		$683K Buy
12,628
+6,102
+94% +$294K 0.09% 134
2025
Q3 		$293K Sell
6,526
-277
-4% -$12.9K 0.04% 218
2025
Q2 		$332K Buy
+6,803
New +$334K 0.04% 190
2025
Q1 		– Sell
-21,843
Closed -$1.24M – 114
2024
Q4 		$1.24M Buy
21,843
+4,041
+23% +$226K 0.2% 92
2024
Q3 		$930K Buy
17,802
+4,751
+36% +$223K 0.15% 103
2024
Q2 		$536K Buy
13,051
+5,942
+84% +$266K 0.1% 132
2024
Q1 		$385K Sell
7,109
-3,754
-35% -$191K 0.09% 134
2023
Q4 		$554K Buy
10,863
+5,883
+118% +$309K 0.12% 128
2023
Q3 		$288K Buy
4,980
+194
+4% +$11.9K 0.07% 134
2023
Q2 		$306K Buy
4,786
+656
+16% +$44K 0.08% 150
2023
Q1 		$282K Buy
4,130
+12
+0.3% +$846 0.07% 178
2022
Q4 		$299K Buy
4,118
+83
+2% +$6.26K 0.08% 167
2022
Q3 		$289K Sell
4,035
-371
-8% -$26.9K 0.09% 165
2022
Q2 		$345K Buy
4,406
+108
+3% +$8.22K 0.1% 150
2022
Q1 		$332K Buy
4,298
+711
+20% +$47.7K 0.08% 157
2021
Q4 		$222K Sell
3,587
-21
-0.6% -$1.23K 0.06% 168
2021
Q3 		$219K Sell
3,608
-1,885
-34% -$124K 0.08% 164
2021
Q2 		$369K Buy
5,493
+1,308
+31% +$85.3K 0.13% 123
2021
Q1 		$259K Buy
+4,185
New +$260K 0.07% 173

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 $3.38T AUM 44.17% 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

Symphony Financial's BMY Position: Q2 2026 in Review

Symphony Financial reduced its Bristol-Myers Squibb (BMY) stake by 24% in Q2 2026, selling an estimated $189K and leaving 10,467 shares worth $609K. The position accounts for 0.07% of the portfolio, ranked #179.

Symphony Financial first reported a position in BMY in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.24M in Q4 2024. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Symphony Financial held 10,467 shares of Bristol-Myers Squibb worth $609K as of Q2 2026.
  • Symphony Financial sold 3,299 Bristol-Myers Squibb shares in Q2 2026, an estimated $189K.
  • Bristol-Myers Squibb made up 0.07% of Symphony Financial's portfolio in Q2 2026, its #179 holding.
  • Symphony Financial first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 21 quarters since.
  • Symphony Financial's Bristol-Myers Squibb position peaked at $1.24M in Q4 2024.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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