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TFC Financial Management’s Bristol-Myers Squibb BMY Stock Holding History

TFC Financial Management’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 		$72K Sell
1,250
-82
-6% -$4.71K 0.01% 255
2026
Q1 		$80.8K Sell
1,332
-1,100
-45% -$64.1K 0.01% 223
2025
Q4 		$131K Hold
2,432
– – 0.02% 172
2025
Q3 		$110K Sell
2,432
-238
-9% -$11.1K 0.01% 186
2025
Q2 		$124K Sell
2,670
-15
-0.6% -$736 0.02% 171
2025
Q1 		$164K Buy
2,685
+7
+0.3% +$408 0.03% 138
2024
Q4 		$151K Buy
2,678
+25
+0.9% +$1.4K 0.02% 149
2024
Q3 		$137K Buy
2,653
+30
+1% +$1.41K 0.02% 160
2024
Q2 		$109K Sell
2,623
-27
-1% -$1.21K 0.02% 160
2024
Q1 		$144K Sell
2,650
-55
-2% -$2.8K 0.03% 145
2023
Q4 		$139K Sell
2,705
-19
-0.7% -$997 0.03% 148
2023
Q3 		$158K Buy
2,724
+8
+0.3% +$490 0.04% 127
2023
Q2 		$174K Buy
2,716
+436
+19% +$29.2K 0.04% 122
2023
Q1 		$158K Buy
2,280
+31
+1% +$2.19K 0.04% 125
2022
Q4 		$162K Buy
2,249
+2
+0.1% +$151 0.05% 109
2022
Q3 		$160K Hold
2,247
– – 0.05% 104
2022
Q2 		$173K Hold
2,247
– – 0.05% 104
2022
Q1 		$164K Hold
2,247
– – 0.05% 116
2021
Q4 		$140K Sell
2,247
-1,820
-45% -$107K 0.04% 131
2021
Q3 		$241K Hold
4,067
– – 0.08% 84
2021
Q2 		$272K Hold
4,067
– – 0.09% 75
2021
Q1 		$257K Hold
4,067
– – 0.1% 76
2020
Q4 		$252K Hold
4,067
– – 0.11% 77
2020
Q3 		$245K Buy
+4,067
New +$245K 0.12% 70

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TFC Financial Management's BMY Position: Q2 2026 in Review

TFC Financial Management reduced its Bristol-Myers Squibb (BMY) stake by 6.2% in Q2 2026, selling an estimated $4.71K and leaving 1,250 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #255.

TFC Financial Management first reported a position in BMY in Q3 2020 and has held it in 24 quarters since. The position peaked at $272K in Q2 2021. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • TFC Financial Management held 1,250 shares of Bristol-Myers Squibb worth $72K as of Q2 2026.
  • TFC Financial Management sold 82 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.71K.
  • Bristol-Myers Squibb made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #255 holding.
  • TFC Financial Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Bristol-Myers Squibb position peaked at $272K in Q2 2021.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.