Centric Wealth Management
BMY icon

Centric Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Centric Wealth 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 		$253K Buy
+4,074
New +$257K 0.04% 195
2024
Q3 		– Sell
-4,089
Closed -$206K – 177
2024
Q2 		$206K Buy
+4,089
New +$183K 0.06% 155
2021
Q2 		– Sell
-48,458
Closed -$3.06M – 160
2021
Q1 		$3.06M Buy
48,458
+42,334
+691% +$2.63M 0.87% 19
2020
Q4 		$380K Buy
6,124
+682
+13% +$41.9K 0.12% 143
2020
Q3 		$268K Sell
5,442
-355
-6% -$21.4K 0.2% 86
2020
Q2 		$341K Buy
5,797
+355
+7% +$21.2K 0.18% 97
2020
Q1 		$268K Sell
5,442
-107
-2% -$6.54K 0.2% 86
2019
Q4 		$356K Buy
5,549
+107
+2% +$6.13K 0.28% 66
2019
Q3 		$268K Buy
+5,442
New +$256K 0.2% 86

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Centric Wealth Management's BMY Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 4,074 shares worth $253K. The stake represents 0.04% of the portfolio and ranks #195 among its holdings. This is a return to the name: Centric Wealth Management previously reported a position in BMY as recently as Q2 2024.

Centric Wealth Management first reported a position in BMY in Q3 2019 and has held it in 9 quarters since. The position peaked at $3.06M in Q1 2021. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Centric Wealth Management held 4,074 shares of Bristol-Myers Squibb worth $253K as of Q3 2026.
  • Bristol-Myers Squibb was a new Centric Wealth Management position in Q3 2026.
  • Bristol-Myers Squibb made up 0.04% of Centric Wealth Management's portfolio in Q3 2026, its #195 holding.
  • Centric Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 9 quarters since.
  • Centric Wealth Management's Bristol-Myers Squibb position peaked at $3.06M in Q1 2021.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.