Accurate Wealth Management
BMY icon

Accurate Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Accurate Wealth Management’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 		$479K Buy
8,446
+187
+2% +$11.8K 0.04% 382
2026
Q2 		$476K Buy
8,259
+1,371
+20% +$78.7K 0.05% 364
2026
Q1 		$404K Buy
6,888
+541
+9% +$31.5K 0.05% 360
2025
Q4 		$355K Buy
6,347
+31
+0.5% +$1.49K 0.05% 367
2025
Q3 		$277K Sell
6,316
-512
-7% -$23.9K 0.04% 412
2025
Q2 		$331K Buy
6,828
+505
+8% +$24.8K 0.05% 339
2025
Q1 		$321K Buy
6,323
+183
+3% +$10.7K 0.06% 268
2024
Q4 		$343K Buy
6,140
+1,963
+47% +$110K 0.07% 271
2024
Q3 		$220K Buy
+4,177
New +$196K 0.04% 348
2024
Q2 		– Sell
-5,612
Closed -$275K – 330
2024
Q1 		$275K Buy
5,612
+216
+4% +$11K 0.08% 227
2023
Q4 		$271K Sell
5,396
-3,959
-42% -$208K 0.08% 216
2023
Q3 		$536K Sell
9,355
-3,516
-27% -$215K 0.17% 130
2023
Q2 		$798K Buy
12,871
+3,354
+35% +$225K 0.25% 88
2023
Q1 		$669K Buy
9,517
+3,017
+46% +$213K 0.23% 100
2022
Q4 		$466K Sell
6,500
-1,247
-16% -$94K 0.17% 108
2022
Q3 		$550K Buy
7,747
+1,354
+21% +$98.2K 0.23% 86
2022
Q2 		$485K Sell
6,393
-19,742
-76% -$1.5M 0.26% 79
2022
Q1 		$1.91M Buy
26,135
+17,311
+196% +$1.16M 0.86% 21
2021
Q4 		$518K Buy
8,824
+358
+4% +$21K 0.42% 62
2021
Q3 		$490K Buy
8,466
+1,743
+26% +$115K 0.43% 65
2021
Q2 		$449K Buy
+6,723
New +$438K 0.39% 65

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Accurate Wealth Management's BMY Position: Q3 2026 in Review

Accurate Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 2.3% in Q3 2026, buying an estimated $11.8K and bringing the position to 8,446 shares worth $479K. The position accounts for 0.04% of the portfolio, ranked #382.

Accurate Wealth Management first reported a position in BMY in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.91M in Q1 2022. 1,592 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Accurate Wealth Management held 8,446 shares of Bristol-Myers Squibb worth $479K as of Q3 2026.
  • Accurate Wealth Management bought 187 Bristol-Myers Squibb shares in Q3 2026, an estimated $11.8K.
  • Bristol-Myers Squibb made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #382 holding.
  • Accurate Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Bristol-Myers Squibb position peaked at $1.91M in Q1 2022.
  • 1,592 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.