Vision Financial Markets’s Bristol-Myers Squibb BMY Stock Holding History

Vision Financial Markets’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	$71.1K	Buy	1,261 +3	+0.2%	+$172	0.06%	120
2026 Q1	$76.3K	Buy	1,258 +3	+0.2%	+$175	0.07%	103
2025 Q4	$67.7K	Sell	1,255 -98	-7%	-$4.71K	0.07%	101
2025 Q3	$61K	Buy	1,353 +4	+0.3%	+$187	0.05%	117
2025 Q2	$62.4K	Buy	1,349 +4	+0.3%	+$196	0.06%	115
2025 Q1	$82K	Buy	1,345 +345	+35%	+$20.1K	0.09%	92
2024 Q4	$56.6K	Buy	+1,000	New	+$55.9K	0.06%	104

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

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

Vision Financial Markets's BMY Position: Q2 2026 in Review

Vision Financial Markets increased its Bristol-Myers Squibb (BMY) stake by 0.24% in Q2 2026, buying an estimated $172 and bringing the position to 1,261 shares worth $71.1K. The position accounts for 0.06% of the portfolio, ranked #120.

Vision Financial Markets first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $82K in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Vision Financial Markets held 1,261 shares of Bristol-Myers Squibb worth $71.1K as of Q2 2026.
Vision Financial Markets bought 3 Bristol-Myers Squibb shares in Q2 2026, an estimated $172.
Bristol-Myers Squibb made up 0.06% of Vision Financial Markets's portfolio in Q2 2026, its #120 holding.
Vision Financial Markets first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Bristol-Myers Squibb position peaked at $82K in Q1 2025.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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