Atala Financial’s Bristol-Myers Squibb BMY Stock Holding History

Atala Financial’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	$474K	Hold	7,592	–	–	0.27%	78
2026 Q2	$437K	Hold	7,592	–	–	0.27%	78
2026 Q1	$467K	Hold	7,592	–	–	0.31%	71
2025 Q4	$410K	Hold	7,592	–	–	0.26%	79
2025 Q3	$342K	Sell	7,592 -212	-3%	-$9.9K	0.21%	88
2025 Q2	$361K	Hold	7,804	–	–	0.25%	81
2025 Q1	$476K	Hold	7,804	–	–	0.35%	66
2024 Q4	$441K	Buy	+7,804	New	+$436K	0.31%	70

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Atala Financial's BMY Position: Q3 2026 in Review

Atala Financial held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 7,592 shares worth $474K. The position accounts for 0.27% of the portfolio, ranked #78.

Atala Financial first reported a position in BMY in Q4 2024 and has held it in 8 quarters since. The position peaked at $476K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Atala Financial held 7,592 shares of Bristol-Myers Squibb worth $474K as of Q3 2026.
Atala Financial left its Bristol-Myers Squibb share count unchanged in Q3 2026.
Bristol-Myers Squibb made up 0.27% of Atala Financial's portfolio in Q3 2026, its #78 holding.
Atala Financial first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Bristol-Myers Squibb position peaked at $476K in Q1 2025.
1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.