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

Vest 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	$2.1M	Buy	36,383 +588	+2%	+$33.8K	0.02%	326
2026 Q1	$2.17M	Sell	35,795 -1,699	-5%	-$99K	0.03%	313
2025 Q4	$2.02M	Buy	37,494 +8,335	+29%	+$401K	0.03%	314
2025 Q3	$1.32M	Buy	29,159 +5,610	+24%	+$262K	0.02%	333
2025 Q2	$1.09M	Buy	23,549 +6,637	+39%	+$326K	0.02%	334
2025 Q1	$1.03M	Buy	16,912 +7,166	+74%	+$418K	0.02%	315
2024 Q4	$551K	Buy	9,746 +1,271	+15%	+$71K	0.01%	258
2024 Q3	$438K	Buy	+8,475	New	+$398K	0.01%	260

Other funds holding BMY

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 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

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 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

Vest Financial's BMY Position: Q2 2026 in Review

Vest Financial increased its Bristol-Myers Squibb (BMY) stake by 1.6% in Q2 2026, buying an estimated $33.8K and bringing the position to 36,383 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #326.

Vest Financial first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.17M in Q1 2026. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Vest Financial held 36,383 shares of Bristol-Myers Squibb worth $2.1M as of Q2 2026.
Vest Financial bought 588 Bristol-Myers Squibb shares in Q2 2026, an estimated $33.8K.
Bristol-Myers Squibb made up 0.02% of Vest Financial's portfolio in Q2 2026, its #326 holding.
Vest Financial first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
Vest Financial's Bristol-Myers Squibb position peaked at $2.17M in Q1 2026.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.