Amplius Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Amplius Wealth 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	$345K	Buy	5,536 +2,059	+59%	+$130K	0.02%	161
2026 Q2	$200K	Buy	+3,477	New	+$200K	0.01%	209
2022 Q2	–	Sell	-2,868	Closed	-$209K	–	179
2022 Q1	$209K	Sell	2,868 -240	-8%	-$16.1K	0.03%	167
2021 Q4	$193K	Buy	+3,108	New	+$182K	0.03%	187

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Amplius Wealth Advisors's BMY Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 59% in Q3 2026, buying an estimated $130K and bringing the position to 5,536 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #161.

Amplius Wealth Advisors first reported a position in BMY in Q4 2021 and has held it in 4 quarters since. 1,630 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Amplius Wealth Advisors held 5,536 shares of Bristol-Myers Squibb worth $345K as of Q3 2026.
Amplius Wealth Advisors bought 2,059 Bristol-Myers Squibb shares in Q3 2026, an estimated $130K.
Bristol-Myers Squibb made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #161 holding.
Amplius Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 4 quarters since.
1,630 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

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