AmeriFlex Group
BMY icon

AmeriFlex Group’s Bristol-Myers Squibb BMY Stock Holding History

AmeriFlex Group’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 		$744K Sell
11,651
-262
-2% -$16.6K 0.26% 79
2026
Q2 		$686K Sell
11,913
-76
-0.6% -$4.36K 0.28% 70
2026
Q1 		$727K Buy
11,989
+1,751
+17% +$102K 0.37% 58
2025
Q4 		$552K Buy
10,238
+6,171
+152% +$297K 0.29% 72
2025
Q3 		$183K Buy
4,067
+2,936
+260% +$137K 0.07% 227
2025
Q2 		$52.8K Sell
1,131
-8,741
-89% -$429K 0.03% 376
2025
Q1 		$602K Buy
9,872
+4,409
+81% +$257K 0.25% 93
2024
Q4 		$322K Buy
+5,463
New +$305K 0.15% 140

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

AmeriFlex Group's BMY Position: Q3 2026 in Review

AmeriFlex Group reduced its Bristol-Myers Squibb (BMY) stake by 2.2% in Q3 2026, selling an estimated $16.6K and leaving 11,651 shares worth $744K. The position accounts for 0.26% of the portfolio, ranked #79.

AmeriFlex Group first reported a position in BMY in Q4 2024 and has held it in 8 quarters since. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • AmeriFlex Group held 11,651 shares of Bristol-Myers Squibb worth $744K as of Q3 2026.
  • AmeriFlex Group sold 262 Bristol-Myers Squibb shares in Q3 2026, an estimated $16.6K.
  • Bristol-Myers Squibb made up 0.26% of AmeriFlex Group's portfolio in Q3 2026, its #79 holding.
  • AmeriFlex Group first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 8 quarters since.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on AmeriFlex Group's 13F filing for Q3 2026, filed 13 Nov 2026.