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American Alpha Advisors’s Bristol-Myers Squibb BMY Stock Holding History

American Alpha Advisors’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 		$678K Sell
10,872
-411
-4% -$26K 0.36% 45
2026
Q2 		$650K Buy
11,283
+15
+0.1% +$861 0.35% 48
2026
Q1 		$683K Buy
11,268
+374
+3% +$21.8K 0.36% 46
2025
Q4 		$588K Buy
10,894
+1,375
+14% +$66.1K 0.35% 49
2025
Q3 		$429K Buy
9,519
+41
+0.4% +$1.92K 0.3% 60
2025
Q2 		$439K Buy
9,478
+1,023
+12% +$50.2K 0.34% 55
2025
Q1 		$516K Sell
8,455
-666
-7% -$38.8K 0.43% 38
2024
Q4 		$516K Sell
9,121
-599
-6% -$33.5K 0.45% 32
2024
Q3 		$503K Buy
+9,720
New +$456K 0.46% 32

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

American Alpha Advisors's BMY Position: Q3 2026 in Review

American Alpha Advisors reduced its Bristol-Myers Squibb (BMY) stake by 3.6% in Q3 2026, selling an estimated $26K and leaving 10,872 shares worth $678K. The position accounts for 0.36% of the portfolio, ranked #45.

American Alpha Advisors first reported a position in BMY in Q3 2024 and has held it in 9 quarters since. The position peaked at $683K in Q1 2026. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • American Alpha Advisors held 10,872 shares of Bristol-Myers Squibb worth $678K as of Q3 2026.
  • American Alpha Advisors sold 411 Bristol-Myers Squibb shares in Q3 2026, an estimated $26K.
  • Bristol-Myers Squibb made up 0.36% of American Alpha Advisors's portfolio in Q3 2026, its #45 holding.
  • American Alpha Advisors first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 9 quarters since.
  • American Alpha Advisors's Bristol-Myers Squibb position peaked at $683K in Q1 2026.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on American Alpha Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.