Catherine Avery Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Catherine Avery Investment 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	$2.93M	Sell	47,019 -72,888	-61%	-$4.61M	2.53%	14
2026 Q2	$6.91M	Buy	119,907 +15,044	+14%	+$864K	3.02%	8
2026 Q1	$6.36M	Buy	104,863 +12,024	+13%	+$701K	2.85%	13
2025 Q4	$5.01M	Buy	92,839 +183	+0.2%	+$8.8K	3%	8
2025 Q3	$4.18M	Buy	92,656 +17,675	+24%	+$825K	2.69%	20
2025 Q2	$3.47M	Buy	74,981 +8,713	+13%	+$428K	2.64%	18
2025 Q1	$4.04M	Buy	66,268 +4,988	+8%	+$291K	3.62%	4
2024 Q4	$3.47M	Buy	+61,280	New	+$3.42M	3.06%	6

Other funds holding BMY

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Catherine Avery Investment Management's BMY Position: Q3 2026 in Review

Catherine Avery Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 61% in Q3 2026, selling an estimated $4.61M and leaving 47,019 shares worth $2.93M. The position accounts for 2.53% of the portfolio, ranked #14.

Catherine Avery Investment Management first reported a position in BMY in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.91M in Q2 2026. 351 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Catherine Avery Investment Management held 47,019 shares of Bristol-Myers Squibb worth $2.93M as of Q3 2026.
Catherine Avery Investment Management sold 72,888 Bristol-Myers Squibb shares in Q3 2026, an estimated $4.61M.
Bristol-Myers Squibb made up 2.53% of Catherine Avery Investment Management's portfolio in Q3 2026, its #14 holding.
Catherine Avery Investment Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 8 quarters since.
Catherine Avery Investment Management's Bristol-Myers Squibb position peaked at $6.91M in Q2 2026.
351 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.