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

Univest 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	$1.97M	Sell	34,176 -29	-0.1%	-$1.67K	0.1%	118
2026 Q1	$2.07M	Buy	34,205 +52	+0.2%	+$3.03K	0.12%	116
2025 Q4	$1.84M	Sell	34,153 -109	-0.3%	-$5.24K	0.1%	130
2025 Q3	$1.55M	Sell	34,262 -793	-2%	-$37K	0.09%	132
2025 Q2	$1.62M	Sell	35,055 -196	-0.6%	-$9.62K	0.1%	123
2025 Q1	$2.15M	Buy	35,251 +111	+0.3%	+$6.47K	0.14%	112
2024 Q4	$1.99M	Sell	35,140 -3,346	-9%	-$187K	0.13%	117
2024 Q3	$1.99M	Buy	+38,486	New	+$1.81M	0.13%	112
2021 Q4	–	Sell	-3,744	Closed	-$222K	–	114
2021 Q3	$222K	Buy	3,744 +35	+0.9%	+$2.31K	0.06%	107
2021 Q2	$247K	Buy	+3,709	New	+$242K	0.07%	102
2016 Q3	–	Sell	-2,742	Closed	-$202K	–	90
2016 Q2	$202K	Buy	+2,742	New	+$194K	0.09%	93

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 $3.38T AUM 44.17% 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

Univest Financial's BMY Position: Q2 2026 in Review

Univest Financial reduced its Bristol-Myers Squibb (BMY) stake by 0.08% in Q2 2026, selling an estimated $1.67K and leaving 34,176 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #118.

Univest Financial first reported a position in BMY in Q2 2016 and has held it in 11 quarters since. The position peaked at $2.15M in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Univest Financial held 34,176 shares of Bristol-Myers Squibb worth $1.97M as of Q2 2026.
Univest Financial sold 29 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.67K.
Bristol-Myers Squibb made up 0.1% of Univest Financial's portfolio in Q2 2026, its #118 holding.
Univest Financial first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 11 quarters since.
Univest Financial's Bristol-Myers Squibb position peaked at $2.15M in Q1 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.