Certified Advisory Corp’s Bristol-Myers Squibb BMY Stock Holding History

Certified Advisory Corp’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	$281K	Sell	4,503 -189	-4%	-$11.9K	0.02%	277
2026 Q2	$270K	Buy	4,692 +8	+0.2%	+$459	0.02%	284
2026 Q1	$284K	Buy	4,684 +597	+15%	+$34.8K	0.03%	273
2025 Q4	$220K	Buy	+4,087	New	+$197K	0.02%	305
2025 Q2	–	Sell	-4,243	Closed	-$259K	–	304
2025 Q1	$259K	Buy	4,243 +297	+8%	+$17.3K	0.03%	255
2024 Q4	$223K	Sell	3,946 -13	-0.3%	-$726	0.02%	274
2024 Q3	$205K	Buy	+3,959	New	+$186K	0.02%	289
2023 Q4	–	Sell	-3,654	Closed	-$212K	–	270
2023 Q3	$212K	Sell	3,654 -32	-0.9%	-$1.96K	0.04%	223
2023 Q2	$236K	Buy	3,686 +58	+2%	+$3.89K	0.04%	209
2023 Q1	$251K	Buy	3,628 +802	+28%	+$56.6K	0.04%	213
2022 Q4	$203K	Sell	2,826 -412	-13%	-$31.1K	0.04%	224
2022 Q3	$231K	Buy	3,238 +419	+15%	+$30.4K	0.05%	196
2022 Q2	$217K	Buy	2,819 +40	+1%	+$3.05K	0.05%	192
2022 Q1	$203K	Buy	+2,779	New	+$187K	0.04%	208
2021 Q4	–	Sell	-37	Closed	-$2K	–	224
2021 Q3	$2K	Buy	+37	New	+$2.44K	﹤0.01%	223
2021 Q2	–	Sell	-2,503	Closed	-$158K	–	261
2021 Q1	$158K	Buy	+2,503	New	+$156K	0.04%	209
2020 Q2	$122K	Buy	2,079 +103	+5%	+$6.16K	0.04%	211
2020 Q1	$110K	Sell	1,976 -181	-8%	-$11.1K	0.04%	202
2019 Q4	$138K	Buy	2,157 +204	+10%	+$11.7K	0.04%	209
2019 Q3	$99K	Buy	1,953 +207	+12%	+$9.7K	0.03%	238
2019 Q2	$79K	Buy	1,746 +404	+30%	+$18.8K	0.03%	255
2019 Q1	$64K	Buy	1,342 +4	+0.3%	+$199	0.03%	266
2018 Q4	$69K	Sell	1,338 -161	-11%	-$8.65K	0.04%	237
2018 Q3	$93K	Buy	1,499 +5	+0.3%	+$297	0.04%	211
2018 Q2	$82K	Buy	1,494 +4	+0.3%	+$216	0.05%	216
2018 Q1	$93K	Buy	1,490 +568	+62%	+$36.5K	0.06%	199
2017 Q4	$56K	Buy	+922	New	+$57.7K	0.04%	218

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Certified Advisory Corp's BMY Position: Q3 2026 in Review

Certified Advisory Corp reduced its Bristol-Myers Squibb (BMY) stake by 4% in Q3 2026, selling an estimated $11.9K and leaving 4,503 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #277.

Certified Advisory Corp first reported a position in BMY in Q4 2017 and has held it in 27 quarters since. The position peaked at $284K in Q1 2026. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Certified Advisory Corp held 4,503 shares of Bristol-Myers Squibb worth $281K as of Q3 2026.
Certified Advisory Corp sold 189 Bristol-Myers Squibb shares in Q3 2026, an estimated $11.9K.
Bristol-Myers Squibb made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #277 holding.
Certified Advisory Corp first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 27 quarters since.
Certified Advisory Corp's Bristol-Myers Squibb position peaked at $284K in Q1 2026.
1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.