Balance Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Balance Wealth’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	$150K	Buy	+2,406	New	+$152K	0.04%	192

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

Balance Wealth's BMY Position: Q3 2026 in Review

Balance Wealth opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 2,406 shares worth $150K. The stake represents 0.04% of the portfolio and ranks #192 among its holdings.

1,641 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Balance Wealth held 2,406 shares of Bristol-Myers Squibb worth $150K as of Q3 2026.
Bristol-Myers Squibb was a new Balance Wealth position in Q3 2026.
Bristol-Myers Squibb made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #192 holding.
1,641 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.