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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Univest Financial's BMY Position: Q1 2026 in Review

Univest Financial increased its Bristol-Myers Squibb (BMY) stake by 0.15% in Q1 2026, buying an estimated $3.03K and bringing the position to 34,205 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #116.

Univest Financial first reported a position in BMY in Q2 2016 and has held it in 10 quarters since. The position peaked at $2.15M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Univest Financial held 34,205 shares of Bristol-Myers Squibb worth $2.07M as of Q1 2026.
Univest Financial bought 52 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.03K.
Bristol-Myers Squibb made up 0.12% of Univest Financial's portfolio in Q1 2026, its #116 holding.
Univest Financial first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 10 quarters since.
Univest Financial's Bristol-Myers Squibb position peaked at $2.15M in Q1 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.