BAM
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Byrne Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Byrne Asset Management’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 		$112K Hold
1,819
– – 0.06% 217
2026
Q2 		$105K Sell
1,819
-64
-3% -$3.67K 0.06% 240
2026
Q1 		$114K Sell
1,883
-396
-17% -$23.1K 0.07% 208
2025
Q4 		$123K Buy
2,279
+481
+27% +$23.1K 0.07% 194
2025
Q3 		$81.1K Sell
1,798
-350
-16% -$16.3K 0.05% 178
2025
Q2 		$99.4K Buy
2,148
+899
+72% +$44.1K 0.07% 156
2025
Q1 		$76.2K Hold
1,249
– – 0.06% 169
2024
Q4 		$70.6K Buy
1,249
+75
+6% +$4.19K 0.05% 174
2024
Q3 		$60.7K Sell
1,174
-320
-21% -$15K 0.04% 186
2024
Q2 		$62K Sell
1,494
-234
-14% -$10.5K 0.04% 185
2024
Q1 		$93.7K Sell
1,728
-415
-19% -$21.1K 0.06% 160
2023
Q4 		$110K Sell
2,143
-937
-30% -$49.2K 0.08% 141
2023
Q3 		$179K Sell
3,080
-30
-1% -$1.84K 0.15% 110
2023
Q2 		$199K Sell
3,110
-85
-3% -$5.7K 0.13% 144
2023
Q1 		$221K Sell
3,195
-1,000
-24% -$70.5K 0.16% 126
2022
Q4 		$302K Sell
4,195
-1,144
-21% -$86.3K 0.22% 108
2022
Q3 		$380K Sell
5,339
-210
-4% -$15.2K 0.29% 94
2022
Q2 		$427K Buy
5,549
+4,198
+311% +$320K 0.32% 76
2022
Q1 		$99K Sell
1,351
-73
-5% -$4.9K 0.06% 164
2021
Q4 		$89K Buy
+1,424
New +$83.5K 0.06% 178

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

Byrne Asset Management's BMY Position: Q3 2026 in Review

Byrne Asset Management held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 1,819 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #217.

Byrne Asset Management first reported a position in BMY in Q4 2021 and has held it in 20 quarters since. The position peaked at $427K in Q2 2022. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Byrne Asset Management held 1,819 shares of Bristol-Myers Squibb worth $112K as of Q3 2026.
  • Byrne Asset Management left its Bristol-Myers Squibb share count unchanged in Q3 2026.
  • Bristol-Myers Squibb made up 0.06% of Byrne Asset Management's portfolio in Q3 2026, its #217 holding.
  • Byrne Asset Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 20 quarters since.
  • Byrne Asset Management's Bristol-Myers Squibb position peaked at $427K in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.