Apella Capital
BMY icon

Apella Capital’s Bristol-Myers Squibb BMY Stock Holding History

Apella Capital’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 		$972K Buy
16,286
+3,494
+27% +$221K 0.01% 401
2026
Q2 		$742K Sell
12,792
-10
-0.1% -$574 0.01% 410
2026
Q1 		$770K Buy
12,802
+4,549
+55% +$265K 0.01% 398
2025
Q4 		$445K Buy
8,253
+2,415
+41% +$116K 0.01% 377
2025
Q3 		$253K Sell
5,838
-3,997
-41% -$187K 0.01% 422
2025
Q2 		$457K Buy
9,835
+468
+5% +$23K 0.01% 302
2025
Q1 		$503K Buy
9,367
+3,454
+58% +$201K 0.02% 255
2024
Q4 		$334K Sell
5,913
-331
-5% -$18.5K 0.01% 276
2024
Q3 		$336K Sell
6,244
-253
-4% -$11.9K 0.01% 256
2024
Q2 		$265K Buy
6,497
+272
+4% +$12.2K 0.01% 272
2024
Q1 		$321K Sell
6,225
-185
-3% -$9.42K 0.02% 236
2023
Q4 		$334K Sell
6,410
-460
-7% -$24.1K 0.02% 227
2023
Q3 		$399K Sell
6,870
-382
-5% -$23.4K 0.03% 184
2023
Q2 		$464K Buy
+7,252
New +$486K 0.03% 177
2022
Q4 		$540K Buy
7,500
+2,292
+44% +$173K 0.05% 147
2022
Q3 		$370K Buy
5,208
+241
+5% +$17.5K 0.04% 159
2022
Q2 		$382K Buy
4,967
+384
+8% +$29.2K 0.05% 163
2022
Q1 		$335K Buy
4,583
+38
+0.8% +$2.55K 0.05% 156
2021
Q4 		$283K Buy
4,545
+28
+0.6% +$1.64K 0.04% 168
2021
Q3 		$267K Sell
4,517
-1,181
-21% -$77.8K 0.04% 171
2021
Q2 		$381K Buy
5,698
+297
+5% +$19.4K 0.06% 159
2021
Q1 		$341K Sell
5,401
-170
-3% -$10.6K 0.11% 100
2020
Q4 		$346K Sell
5,571
-975
-15% -$60K 0.12% 94
2020
Q3 		$395K Buy
6,546
+573
+10% +$34.5K 0.16% 88
2020
Q2 		$351K Sell
5,973
-804
-12% -$48.1K 0.16% 90
2020
Q1 		$378K Buy
+6,777
New +$414K 0.22% 78

Other funds holding BMY

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Apella Capital's BMY Position: Q3 2026 in Review

Apella Capital increased its Bristol-Myers Squibb (BMY) stake by 27% in Q3 2026, buying an estimated $221K and bringing the position to 16,286 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #401.

Apella Capital first reported a position in BMY in Q1 2020 and has held it in 26 quarters since. 2,061 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Apella Capital held 16,286 shares of Bristol-Myers Squibb worth $972K as of Q3 2026.
  • Apella Capital bought 3,494 Bristol-Myers Squibb shares in Q3 2026, an estimated $221K.
  • Bristol-Myers Squibb made up 0.01% of Apella Capital's portfolio in Q3 2026, its #401 holding.
  • Apella Capital first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 26 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.