Aprio Wealth Management
BMY icon

Aprio Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Aprio Wealth Management’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 		$4.97M Buy
79,607
+10,695
+16% +$676K 0.23% 90
2026
Q2 		$3.97M Sell
68,912
-1,561
-2% -$89.6K 0.2% 97
2026
Q1 		$4.27M Buy
70,473
+18,819
+36% +$1.1M 0.23% 82
2025
Q4 		$2.79M Buy
51,654
+44,125
+586% +$2.12M 0.16% 97
2025
Q3 		$340K Buy
7,529
+2,302
+44% +$108K 0.03% 300
2025
Q2 		$242K Sell
5,227
-4,012
-43% -$197K 0.03% 348
2025
Q1 		$563K Buy
9,239
+957
+12% +$55.8K 0.07% 162
2024
Q4 		$468K Buy
8,282
+3,493
+73% +$195K 0.07% 144
2024
Q3 		$248K Sell
4,789
-780
-14% -$36.6K 0.04% 227
2024
Q2 		$231K Sell
5,569
-232
-4% -$10.4K 0.04% 218
2024
Q1 		$315K Buy
+5,801
New +$296K 0.06% 149

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Aprio Wealth Management's BMY Position: Q3 2026 in Review

Aprio Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 16% in Q3 2026, buying an estimated $676K and bringing the position to 79,607 shares worth $4.97M. The position accounts for 0.23% of the portfolio, ranked #90.

Aprio Wealth Management first reported a position in BMY in Q1 2024 and has held it in 11 quarters since. 2,009 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Aprio Wealth Management held 79,607 shares of Bristol-Myers Squibb worth $4.97M as of Q3 2026.
  • Aprio Wealth Management bought 10,695 Bristol-Myers Squibb shares in Q3 2026, an estimated $676K.
  • Bristol-Myers Squibb made up 0.23% of Aprio Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Aprio Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 11 quarters since.
  • 2,009 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.