Ares Financial Consulting
BMY icon

Ares Financial Consulting’s Bristol-Myers Squibb BMY Stock Holding History

Ares Financial Consulting’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 		$55.4K Buy
888
+59
+7% +$3.73K 0.04% 219
2026
Q2 		$47.8K Hold
829
– – 0.03% 239
2026
Q1 		$51.2K Buy
829
+378
+84% +$22K 0.04% 211
2025
Q4 		$24.3K Buy
+451
New +$21.7K 0.02% 237

Other funds holding BMY

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Ares Financial Consulting's BMY Position: Q3 2026 in Review

Ares Financial Consulting increased its Bristol-Myers Squibb (BMY) stake by 7.1% in Q3 2026, buying an estimated $3.73K and bringing the position to 888 shares worth $55.4K. The position accounts for 0.04% of the portfolio, ranked #219.

Ares Financial Consulting first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. 1,443 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Ares Financial Consulting held 888 shares of Bristol-Myers Squibb worth $55.4K as of Q3 2026.
  • Ares Financial Consulting bought 59 Bristol-Myers Squibb shares in Q3 2026, an estimated $3.73K.
  • Bristol-Myers Squibb made up 0.04% of Ares Financial Consulting's portfolio in Q3 2026, its #219 holding.
  • Ares Financial Consulting first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • 1,443 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.