B.A. Schrock Wealth Management, Inc.’s Bristol-Myers Squibb BMY Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$4M	Buy	+65,007	New	+$4.11M	1.46%	21

Other funds holding BMY

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s BMY Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 65,007 shares worth $4M. The stake represents 1.46% of the portfolio and ranks #21 among its holdings.

340 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 65,007 shares of Bristol-Myers Squibb worth $4M as of Q3 2026.
Bristol-Myers Squibb was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Bristol-Myers Squibb made up 1.46% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #21 holding.
340 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.