Barnes Wealth Management Group
BMY icon

Barnes Wealth Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Barnes Wealth Management Group’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 		$245K Sell
3,927
-4
-0.1% -$253 0.11% 169
2026
Q2 		$227K Sell
3,931
-34
-0.9% -$1.95K 0.1% 179
2026
Q1 		$240K Sell
3,965
-80
-2% -$4.66K 0.12% 164
2025
Q4 		$218K Buy
+4,045
New +$195K 0.12% 169
2025
Q2 		– Sell
-4,823
Closed -$294K – 168
2025
Q1 		$294K Buy
4,823
+7
+0.1% +$408 0.19% 109
2024
Q4 		$272K Buy
+4,816
New +$269K 0.18% 110

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

Barnes Wealth Management Group's BMY Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its Bristol-Myers Squibb (BMY) stake by 0.1% in Q3 2026, selling an estimated $253 and leaving 3,927 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #169.

Barnes Wealth Management Group first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $294K in Q1 2025. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Barnes Wealth Management Group held 3,927 shares of Bristol-Myers Squibb worth $245K as of Q3 2026.
  • Barnes Wealth Management Group sold 4 Bristol-Myers Squibb shares in Q3 2026, an estimated $253.
  • Bristol-Myers Squibb made up 0.11% of Barnes Wealth Management Group's portfolio in Q3 2026, its #169 holding.
  • Barnes Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's Bristol-Myers Squibb position peaked at $294K in Q1 2025.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.