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3Chopt Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

3Chopt Investment Partners’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 		$683K Buy
+11,859
New +$681K 0.13% 130
2026
Q1 		– Sell
-12,138
Closed -$655K – 246
2025
Q4 		$655K Sell
12,138
-14,322
-54% -$689K 0.15% 120
2025
Q3 		$1.19M Sell
26,460
-36,326
-58% -$1.7M 0.27% 85
2025
Q2 		$2.91M Buy
62,786
+5,760
+10% +$283K 0.7% 34
2025
Q1 		$3.48M Buy
57,026
+4,021
+8% +$234K 0.91% 25
2024
Q4 		$3M Buy
53,005
+2,726
+5% +$152K 1.03% 31
2024
Q3 		$2.6M Buy
50,279
+4,940
+11% +$232K 0.93% 38
2024
Q2 		$1.88M Buy
45,339
+7,465
+20% +$334K 0.57% 42
2024
Q1 		$2.05M Buy
37,874
+10,923
+41% +$556K 0.84% 39
2023
Q4 		$1.38M Buy
26,951
+4,640
+21% +$244K 0.51% 55
2023
Q3 		$1.29M Buy
22,311
+6,894
+45% +$422K 0.76% 42
2023
Q2 		$986K Buy
15,417
+3,584
+30% +$240K 0.49% 58
2023
Q1 		$820K Buy
11,833
+6,545
+124% +$462K 0.44% 66
2022
Q4 		$380K Buy
+5,288
New +$399K 0.21% 94

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

3Chopt Investment Partners's BMY Position: Q2 2026 in Review

3Chopt Investment Partners opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 11,859 shares worth $683K. The stake represents 0.13% of the portfolio and ranks #130 among its holdings. This is a return to the name: 3Chopt Investment Partners previously reported a position in BMY as recently as Q4 2025.

3Chopt Investment Partners first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.48M in Q1 2025. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • 3Chopt Investment Partners held 11,859 shares of Bristol-Myers Squibb worth $683K as of Q2 2026.
  • Bristol-Myers Squibb was a new 3Chopt Investment Partners position in Q2 2026.
  • Bristol-Myers Squibb made up 0.13% of 3Chopt Investment Partners's portfolio in Q2 2026, its #130 holding.
  • 3Chopt Investment Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
  • 3Chopt Investment Partners's Bristol-Myers Squibb position peaked at $3.48M in Q1 2025.
  • 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.