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Castleview Partners’s Bristol-Myers Squibb BMY Stock Holding History

Castleview Partners’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 		$5.55M Buy
88,876
+5,350
+6% +$338K 2.43% 6
2026
Q2 		$4.81M Buy
83,526
+9,538
+13% +$548K 2.12% 9
2026
Q1 		$4.49M Sell
73,988
-11,554
-14% -$674K 2.3% 7
2025
Q4 		$4.61M Buy
85,542
+11,504
+16% +$553K 2.29% 6
2025
Q3 		$3.34M Buy
74,038
+4,568
+7% +$213K 1.81% 11
2025
Q2 		$3.22M Buy
69,470
+1,574
+2% +$77.3K 2.07% 7
2025
Q1 		$4.14M Buy
67,896
+12,703
+23% +$740K 2.8% 3
2024
Q4 		$3.13M Buy
55,193
+5,752
+12% +$321K 1.69% 5
2024
Q3 		$2.56M Buy
49,441
+43,730
+766% +$2.05M 1.48% 11
2024
Q2 		$237K Buy
5,711
+2,030
+55% +$90.8K 0.13% 153
2024
Q1 		$200K Buy
3,681
+1,199
+48% +$61.1K 0.11% 178
2023
Q4 		$127K Buy
2,482
+422
+20% +$22.2K 0.09% 181
2023
Q3 		$120K Sell
2,060
-60
-3% -$3.68K 0.11% 156
2023
Q2 		$136K Sell
2,120
-1,395
-40% -$93.5K 0.12% 149
2023
Q1 		$244K Buy
3,515
+130
+4% +$9.17K 0.22% 110
2022
Q4 		$244K Buy
3,385
+531
+19% +$40K 0.24% 100
2022
Q3 		$203K Buy
2,854
+2,850
+71,250% +$207K 0.19% 113
2022
Q2 		$1.94K Sell
4
-3,273
-100% -$249K ﹤0.01% 634
2022
Q1 		$239K Buy
+3,277
New +$220K 0.15% 139
2021
Q2 		$178K Buy
+2,666
New +$174K 0.08% 222
2018
Q1 		$363K Buy
+5,745
New +$370K 0.3% 79

Other funds holding BMY

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Castleview Partners's BMY Position: Q3 2026 in Review

Castleview Partners increased its Bristol-Myers Squibb (BMY) stake by 6.4% in Q3 2026, buying an estimated $338K and bringing the position to 88,876 shares worth $5.55M. The position accounts for 2.43% of the portfolio, ranked #6.

Castleview Partners first reported a position in BMY in Q1 2018 and has held it in 21 quarters since. 474 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Castleview Partners held 88,876 shares of Bristol-Myers Squibb worth $5.55M as of Q3 2026.
  • Castleview Partners bought 5,350 Bristol-Myers Squibb shares in Q3 2026, an estimated $338K.
  • Bristol-Myers Squibb made up 2.43% of Castleview Partners's portfolio in Q3 2026, its #6 holding.
  • Castleview Partners first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 21 quarters since.
  • 474 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.