Annex Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Annex Advisory Services’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	$344K	Buy	5,505 +132	+2%	+$8.34K	0.01%	310
2026 Q2	$310K	Buy	5,373 +384	+8%	+$22K	0.01%	300
2026 Q1	$303K	Buy	4,989 +676	+16%	+$39.4K	0.01%	303
2025 Q4	$233K	Sell	4,313 -225	-5%	-$10.8K	﹤0.01%	330
2025 Q3	$205K	Sell	4,538 -571	-11%	-$26.7K	﹤0.01%	306
2025 Q2	$236K	Sell	5,109 -836	-14%	-$41K	0.01%	283
2025 Q1	$363K	Sell	5,945 -851	-13%	-$49.6K	0.01%	239
2024 Q4	$384K	Buy	6,796 +384	+6%	+$21.5K	0.01%	232
2024 Q3	$332K	Buy	6,412 +116	+2%	+$5.44K	0.01%	223
2024 Q2	$261K	Sell	6,296 -610	-9%	-$27.3K	0.01%	238
2024 Q1	$375K	Sell	6,906 -3,493	-34%	-$178K	0.01%	207
2023 Q4	$534K	Sell	10,399 -104,838	-91%	-$5.5M	0.02%	165
2023 Q3	$6.69M	Buy	115,237 +510	+0.4%	+$31.2K	0.4%	57
2023 Q2	$7.34M	Sell	114,727 -1,516	-1%	-$102K	0.41%	49
2023 Q1	$8.06M	Buy	116,243 +38,158	+49%	+$2.69M	0.43%	41
2022 Q4	$5.62M	Buy	78,085 +1,165	+2%	+$87.8K	0.32%	53
2022 Q3	$5.47M	Sell	76,920 -2,432	-3%	-$176K	0.37%	51
2022 Q2	$6.11M	Sell	79,352 -304	-0.4%	-$23.2K	0.44%	48
2022 Q1	$5.82M	Buy	79,656 +4,468	+6%	+$300K	0.43%	50
2021 Q4	$4.69M	Buy	75,188 +7,508	+11%	+$440K	0.32%	58
2021 Q3	$4M	Buy	67,680 +4,504	+7%	+$297K	0.33%	52
2021 Q2	$4.22M	Buy	63,176 +3,532	+6%	+$230K	0.34%	51
2021 Q1	$3.76M	Buy	59,644 +5,407	+10%	+$336K	0.36%	50
2020 Q4	$3.36M	Buy	54,237 +4,732	+10%	+$291K	0.33%	49
2020 Q3	$2.98M	Sell	49,505 -95	-0.2%	-$5.72K	0.38%	31
2020 Q2	$2.92M	Buy	49,600 +4,003	+9%	+$239K	0.41%	28
2020 Q1	$2.54M	Buy	45,597 +5,684	+14%	+$347K	0.36%	29
2019 Q4	$2.56M	Buy	39,913 +12,900	+48%	+$739K	0.31%	43
2019 Q3	$1.37M	Buy	+27,013	New	+$1.27M	0.18%	62

Other funds holding BMY

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Annex Advisory Services's BMY Position: Q3 2026 in Review

Annex Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 2.5% in Q3 2026, buying an estimated $8.34K and bringing the position to 5,505 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #310.

Annex Advisory Services first reported a position in BMY in Q3 2019 and has held it in 29 quarters since. The position peaked at $8.06M in Q1 2023. 754 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Annex Advisory Services held 5,505 shares of Bristol-Myers Squibb worth $344K as of Q3 2026.
Annex Advisory Services bought 132 Bristol-Myers Squibb shares in Q3 2026, an estimated $8.34K.
Bristol-Myers Squibb made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #310 holding.
Annex Advisory Services first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 29 quarters since.
Annex Advisory Services's Bristol-Myers Squibb position peaked at $8.06M in Q1 2023.
754 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.