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
2024 Q2	–	Hold	0	–	-$21.7K	–	751
2024 Q1	–	Hold	0	–	–	–	380
2023 Q4	–	Hold	0	–	–	–	525
2022 Q4	–	Hold	0	–	-$7K	–	724
2022 Q3	–	Hold	0	–	–	–	509
2022 Q2	–	Sell	-100	Closed	-$7.62K	–	463
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	506
2021 Q4	$6K	Buy	+100	New	+$5.87K	﹤0.01%	537

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 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. 624 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.
624 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.