Activest Wealth Management
BMY icon

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

Activest 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 		$87.5K Buy
1,403
+14
+1% +$885 0.02% 196
2026
Q2 		$80K Sell
1,389
-767
-36% -$44K 0.02% 209
2026
Q1 		$131K Buy
2,156
+536
+33% +$31.2K 0.02% 197
2025
Q4 		$87.4K Buy
1,620
+1,090
+206% +$52.4K 0.02% 235
2025
Q3 		$23.9K Buy
530
+163
+44% +$7.61K ﹤0.01% 356
2025
Q2 		$17K Buy
367
+163
+80% +$8K ﹤0.01% 350
2025
Q1 		$12.4K Buy
204
+192
+1,600% +$11.2K ﹤0.01% 361
2024
Q4 		$679 Buy
+12
New +$670 ﹤0.01% 498

Other funds holding BMY

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Activest Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1% in Q3 2026, buying an estimated $885 and bringing the position to 1,403 shares worth $87.5K. The position accounts for 0.02% of the portfolio, ranked #196.

Activest Wealth Management first reported a position in BMY in Q4 2024 and has held it in 8 quarters since. The position peaked at $131K in Q1 2026. 1,000 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Activest Wealth Management held 1,403 shares of Bristol-Myers Squibb worth $87.5K as of Q3 2026.
  • Activest Wealth Management bought 14 Bristol-Myers Squibb shares in Q3 2026, an estimated $885.
  • Bristol-Myers Squibb made up 0.02% of Activest Wealth Management's portfolio in Q3 2026, its #196 holding.
  • Activest Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 8 quarters since.
  • Activest Wealth Management's Bristol-Myers Squibb position peaked at $131K in Q1 2026.
  • 1,000 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.