Birchbrook
BMY icon

Birchbrook’s Bristol-Myers Squibb BMY Stock Holding History

Birchbrook’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 		$51K Sell
817
-68
-8% -$4.3K 0.02% 127
2026
Q2 		$51K Sell
885
-15,107
-94% -$867K 0.02% 133
2026
Q1 		$970K Buy
15,992
+543
+4% +$31.7K 0.48% 40
2025
Q4 		$833K Sell
15,449
-1,349
-8% -$64.9K 0.42% 43
2025
Q3 		$758K Sell
16,798
-259
-2% -$12.1K 0.39% 46
2025
Q2 		$790K Buy
17,057
+48
+0.3% +$2.36K 0.42% 42
2025
Q1 		$1.04M Sell
17,009
-773
-4% -$45.1K 0.58% 36
2024
Q4 		$1.01M Sell
17,782
-2,223
-11% -$124K 0.57% 38
2024
Q3 		$1.04M Sell
20,005
-8,715
-30% -$409K 0.57% 38
2024
Q2 		$1.19M Buy
28,720
+616
+2% +$27.6K 0.72% 28
2024
Q1 		$1.52M Buy
28,104
+2,719
+11% +$139K 0.91% 26
2023
Q4 		$1.3M Buy
+25,385
New +$1.33M 0.86% 26

Other funds holding BMY

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birchbrook's BMY Position: Q3 2026 in Review

Birchbrook reduced its Bristol-Myers Squibb (BMY) stake by 7.7% in Q3 2026, selling an estimated $4.3K and leaving 817 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #127.

Birchbrook first reported a position in BMY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q1 2024. 1,093 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Birchbrook held 817 shares of Bristol-Myers Squibb worth $51K as of Q3 2026.
  • Birchbrook sold 68 Bristol-Myers Squibb shares in Q3 2026, an estimated $4.3K.
  • Bristol-Myers Squibb made up 0.02% of Birchbrook's portfolio in Q3 2026, its #127 holding.
  • Birchbrook first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Bristol-Myers Squibb position peaked at $1.52M in Q1 2024.
  • 1,093 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.