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Burkett Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Burkett Financial Services’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 		$2.52K Buy
40
+1
+3% +$63 ﹤0.01% 348
2026
Q2 		$2.3K Hold
39
– – ﹤0.01% 234
2026
Q1 		$2.4K Hold
39
– – ﹤0.01% 214
2025
Q4 		$2.11K Hold
39
– – ﹤0.01% 206
2025
Q3 		$1.74K Sell
39
-387
-91% -$18.1K ﹤0.01% 200
2025
Q2 		$19.7K Buy
426
+6
+1% +$295 0.01% 127
2025
Q1 		$25.6K Buy
420
+4
+1% +$233 0.01% 122
2024
Q4 		$23.5K Buy
416
+4
+1% +$223 0.01% 115
2024
Q3 		$21.3K Sell
412
-189
-31% -$8.87K 0.01% 112
2024
Q2 		$24.9K Sell
601
-1,075
-64% -$48.1K 0.01% 108
2024
Q1 		$90.9K Buy
1,676
+20
+1% +$1.02K 0.05% 63
2023
Q4 		$85K Buy
+1,656
New +$86.9K 0.05% 65

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services's BMY Position: Q3 2026 in Review

Burkett Financial Services increased its Bristol-Myers Squibb (BMY) stake by 2.6% in Q3 2026, buying an estimated $63 and bringing the position to 40 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Burkett Financial Services first reported a position in BMY in Q4 2023 and has held it in 12 quarters since. The position peaked at $90.9K in Q1 2024. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Burkett Financial Services held 40 shares of Bristol-Myers Squibb worth $2.52K as of Q3 2026.
  • Burkett Financial Services bought 1 Bristol-Myers Squibb share in Q3 2026, an estimated $63.
  • Bristol-Myers Squibb made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #348 holding.
  • Burkett Financial Services first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Bristol-Myers Squibb position peaked at $90.9K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.