Brady Martz Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Brady Martz Wealth Solutions’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	$223K	Buy	3,580 +8	+0.2%	+$506	0.03%	260
2026 Q2	$206K	Buy	3,572 +10	+0.3%	+$574	0.03%	220
2026 Q1	$216K	Sell	3,562 -250	-7%	-$14.6K	0.04%	185
2025 Q4	$206K	Buy	+3,812	New	+$183K	0.04%	172
2025 Q2	–	Sell	-4,293	Closed	-$262K	–	147
2025 Q1	$262K	Buy	4,293 +2	+0%	+$117	0.06%	130
2024 Q4	$239K	Buy	+4,291	New	+$240K	0.06%	135

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

Brady Martz Wealth Solutions's BMY Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its Bristol-Myers Squibb (BMY) stake by 0.22% in Q3 2026, buying an estimated $506 and bringing the position to 3,580 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #260.

Brady Martz Wealth Solutions first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $262K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Brady Martz Wealth Solutions held 3,580 shares of Bristol-Myers Squibb worth $223K as of Q3 2026.
Brady Martz Wealth Solutions bought 8 Bristol-Myers Squibb shares in Q3 2026, an estimated $506.
Bristol-Myers Squibb made up 0.03% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #260 holding.
Brady Martz Wealth Solutions first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
Brady Martz Wealth Solutions's Bristol-Myers Squibb position peaked at $262K in Q1 2025.
1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.