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

Baker Tilly 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	$328K	Buy	5,255 +91	+2%	+$5.75K	0.06%	217
2026 Q2	$298K	Sell	5,164 -360	-7%	-$20.7K	0.06%	218
2026 Q1	$335K	Sell	5,524 -291	-5%	-$17K	0.08%	200
2025 Q4	$314K	Sell	5,815 -713	-11%	-$34.3K	0.08%	212
2025 Q3	$294K	Buy	6,528 +634	+11%	+$29.6K	0.07%	222
2025 Q2	$273K	Sell	5,894 -1,062	-15%	-$52.1K	0.1%	195
2025 Q1	$424K	Buy	6,956 +911	+15%	+$53.1K	0.17%	134
2024 Q4	$342K	Buy	6,045 +155	+3%	+$8.66K	0.13%	172
2024 Q3	$305K	Sell	5,890 -2,273	-28%	-$107K	0.13%	178
2024 Q2	$339K	Sell	8,163 -9,201	-53%	-$412K	0.14%	176
2024 Q1	$942K	Sell	17,364 -13	-0.1%	-$662	0.17%	131
2023 Q4	$892K	Sell	17,377 -1,377	-7%	-$72.3K	0.15%	149
2023 Q3	$1.09M	Sell	18,754 -1,397	-7%	-$85.6K	0.18%	118
2023 Q2	$1.29M	Buy	20,151 +1,082	+6%	+$72.6K	0.14%	165
2023 Q1	$1.32M	Buy	19,069 +75	+0.4%	+$5.29K	0.15%	150
2022 Q4	$1.37M	Buy	18,994 +1,649	+10%	+$124K	0.17%	142
2022 Q3	$1.23M	Sell	17,345 -1,080	-6%	-$78.3K	0.17%	125
2022 Q2	$1.42M	Sell	18,425 -486	-3%	-$37K	0.19%	118
2022 Q1	$1.38M	Buy	18,911 +2,234	+13%	+$150K	0.15%	138
2021 Q4	$1.04M	Buy	16,677 +599	+4%	+$35.1K	0.11%	187
2021 Q3	$951K	Buy	16,078 +2,080	+15%	+$137K	0.13%	176
2021 Q2	$935K	Buy	13,998 +1,562	+13%	+$102K	0.15%	156
2021 Q1	$785K	Buy	12,436 +2,410	+24%	+$150K	0.16%	164
2020 Q4	$622K	Buy	+10,026	New	+$616K	0.19%	124

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Baker Tilly Wealth Management's BMY Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1.8% in Q3 2026, buying an estimated $5.75K and bringing the position to 5,255 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #217.

Baker Tilly Wealth Management first reported a position in BMY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q2 2022. 1,630 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Baker Tilly Wealth Management held 5,255 shares of Bristol-Myers Squibb worth $328K as of Q3 2026.
Baker Tilly Wealth Management bought 91 Bristol-Myers Squibb shares in Q3 2026, an estimated $5.75K.
Bristol-Myers Squibb made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #217 holding.
Baker Tilly Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 24 quarters since.
Baker Tilly Wealth Management's Bristol-Myers Squibb position peaked at $1.42M in Q2 2022.
1,630 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.