Toth Financial Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Toth Financial Advisory’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	$5.59M	Buy	97,037 +4,016	+4%	+$231K	0.55%	65
2026 Q1	$5.64M	Buy	93,021 +21,032	+29%	+$1.23M	0.62%	65
2025 Q4	$3.88M	Buy	71,989 +3,705	+5%	+$178K	0.42%	79
2025 Q3	$3.08M	Sell	68,284 -13,296	-16%	-$621K	0.33%	87
2025 Q2	$3.78M	Sell	81,580 -9,916	-11%	-$487K	0.44%	76
2025 Q1	$5.58M	Buy	91,496 +18,478	+25%	+$1.08M	0.67%	56
2024 Q4	$4.13M	Buy	73,018 +16,041	+28%	+$896K	0.49%	75
2024 Q3	$2.95M	Buy	56,977 +5,719	+11%	+$268K	0.35%	92
2024 Q2	$2.13M	Sell	51,258 -5,446	-10%	-$244K	0.27%	99
2024 Q1	$3.08M	Buy	56,704 +3,265	+6%	+$166K	0.38%	81
2023 Q4	$2.74M	Sell	53,439 -29,093	-35%	-$1.53M	0.37%	80
2023 Q3	$4.79M	Sell	82,532 -10,758	-12%	-$659K	0.73%	48
2023 Q2	$5.97M	Sell	93,290 -3,206	-3%	-$215K	0.86%	41
2023 Q1	$6.69M	Sell	96,496 -4,648	-5%	-$328K	1.04%	31
2022 Q4	$7.28M	Sell	101,144 -7,856	-7%	-$592K	1.18%	28
2022 Q3	$7.75M	Buy	109,000 +6,543	+6%	+$475K	1.4%	19
2022 Q2	$7.89M	Buy	102,457 +11,169	+12%	+$851K	1.37%	20
2022 Q1	$6.67M	Buy	91,288 +20,615	+29%	+$1.38M	1%	37
2021 Q4	$4.41M	Sell	70,673 -8,256	-10%	-$484K	0.6%	55
2021 Q3	$4.67M	Buy	78,929 +2,429	+3%	+$160K	0.71%	48
2021 Q2	$5.11M	Buy	76,500 +2,928	+4%	+$191K	0.78%	47
2021 Q1	$4.64M	Buy	73,572 +4,019	+6%	+$250K	0.74%	48
2020 Q4	$4.31M	Buy	69,553 +10,395	+18%	+$639K	0.74%	47
2020 Q3	$3.57M	Buy	59,158 +15,456	+35%	+$930K	0.69%	52
2020 Q2	$2.57M	Buy	43,702 +39,554	+954%	+$2.37M	0.56%	61
2020 Q1	$231K	Sell	4,148 -2,320	-36%	-$142K	0.07%	122
2019 Q4	$415K	Buy	6,468 +1,168	+22%	+$66.9K	0.08%	141
2019 Q3	$269K	Buy	+5,300	New	+$249K	0.06%	152

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Toth Financial Advisory's BMY Position: Q2 2026 in Review

Toth Financial Advisory increased its Bristol-Myers Squibb (BMY) stake by 4.3% in Q2 2026, buying an estimated $231K and bringing the position to 97,037 shares worth $5.59M. The position accounts for 0.55% of the portfolio, ranked #65.

Toth Financial Advisory first reported a position in BMY in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.89M in Q2 2022. 565 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Toth Financial Advisory held 97,037 shares of Bristol-Myers Squibb worth $5.59M as of Q2 2026.
Toth Financial Advisory bought 4,016 Bristol-Myers Squibb shares in Q2 2026, an estimated $231K.
Bristol-Myers Squibb made up 0.55% of Toth Financial Advisory's portfolio in Q2 2026, its #65 holding.
Toth Financial Advisory first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 28 quarters since.
Toth Financial Advisory's Bristol-Myers Squibb position peaked at $7.89M in Q2 2022.
565 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.