Aptus Capital Advisors
BMY icon

Aptus Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Aptus Capital 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 		$8.44M Buy
135,323
+1,005
+0.7% +$63.5K 0.05% 271
2026
Q2 		$7.74M Sell
134,318
-8,713
-6% -$500K 0.05% 275
2026
Q1 		$8.67M Buy
143,031
+77,138
+117% +$4.5M 0.07% 248
2025
Q4 		$3.55M Buy
65,893
+4,419
+7% +$213K 0.03% 369
2025
Q3 		$2.77M Sell
61,474
-4,077
-6% -$190K 0.02% 388
2025
Q2 		$3.03M Sell
65,551
-246,308
-79% -$12.1M 0.02% 362
2025
Q1 		$19M Buy
311,859
+24,653
+9% +$1.44M 0.2% 109
2024
Q4 		$16.2M Buy
287,206
+265,468
+1,221% +$14.8M 0.17% 114
2024
Q3 		$1.12M Buy
21,738
+4,421
+26% +$207K 0.02% 393
2024
Q2 		$719K Buy
17,317
+559
+3% +$25K 0.01% 446
2024
Q1 		$909K Buy
16,758
+2,305
+16% +$117K 0.02% 408
2023
Q4 		$742K Sell
14,453
-43,854
-75% -$2.3M 0.02% 325
2023
Q3 		$3.38M Buy
58,307
+932
+2% +$57.1K 0.09% 168
2023
Q2 		$3.67M Sell
57,375
-3,274
-5% -$220K 0.09% 174
2023
Q1 		$4.2M Buy
60,649
+16,904
+39% +$1.19M 0.11% 137
2022
Q4 		$3.15M Buy
43,745
+3,222
+8% +$243K 0.1% 172
2022
Q3 		$2.88M Buy
40,523
+1,307
+3% +$94.8K 0.07% 162
2022
Q2 		$3.02M Buy
39,216
+30,978
+376% +$2.36M 0.08% 145
2022
Q1 		$606K Buy
+8,238
New +$553K 0.02% 287
2020
Q3 		– Sell
-47,750
Closed -$2.81M – 471
2020
Q2 		$2.81M Buy
47,750
+4,020
+9% +$240K 0.18% 82
2020
Q1 		$2.44M Buy
43,730
+5,250
+14% +$321K 0.21% 78
2019
Q4 		$2.45M Buy
38,480
+9,158
+31% +$524K 0.17% 123
2019
Q3 		$1.49M Buy
+29,322
New +$1.38M 0.08% 141

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

Aptus Capital Advisors's BMY Position: Q3 2026 in Review

Aptus Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.75% in Q3 2026, buying an estimated $63.5K and bringing the position to 135,323 shares worth $8.44M. The position accounts for 0.05% of the portfolio, ranked #271.

Aptus Capital Advisors first reported a position in BMY in Q3 2019 and has held it in 23 quarters since. The position peaked at $19M in Q1 2025. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Aptus Capital Advisors held 135,323 shares of Bristol-Myers Squibb worth $8.44M as of Q3 2026.
  • Aptus Capital Advisors bought 1,005 Bristol-Myers Squibb shares in Q3 2026, an estimated $63.5K.
  • Bristol-Myers Squibb made up 0.05% of Aptus Capital Advisors's portfolio in Q3 2026, its #271 holding.
  • Aptus Capital Advisors first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 23 quarters since.
  • Aptus Capital Advisors's Bristol-Myers Squibb position peaked at $19M in Q1 2025.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.