Superior Planning, LLC’s Bristol-Myers Squibb BMY Stock Holding History

Superior Planning, LLC’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	$38.6K	Buy	+619	New	+$39.1K	0.02%	449

Other funds holding BMY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's BMY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 619 shares worth $38.6K. The stake represents 0.02% of the portfolio and ranks #449 among its holdings.

1,976 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Superior Planning, LLC held 619 shares of Bristol-Myers Squibb worth $38.6K as of Q3 2026.
Bristol-Myers Squibb was a new Superior Planning, LLC position in Q3 2026.
Bristol-Myers Squibb made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #449 holding.
1,976 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.