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Chapin Davis’s Bristol-Myers Squibb BMY Stock Holding History

Chapin Davis’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 		$1.34M Buy
21,432
+5
+0% +$316 0.26% 73
2026
Q2 		$1.23M Sell
21,427
-153
-0.7% -$8.79K 0.22% 78
2026
Q1 		$1.31M Buy
21,580
+1,107
+5% +$64.5K 0.29% 73
2025
Q4 		$1.1M Sell
20,473
-9,192
-31% -$442K 0.26% 80
2025
Q3 		$1.34M Buy
29,665
+1,227
+4% +$57.3K 0.33% 68
2025
Q2 		$1.32M Sell
28,438
-1,276
-4% -$62.6K 0.36% 65
2025
Q1 		$1.81M Buy
29,714
+5,977
+25% +$348K 0.62% 36
2024
Q4 		$1.23M Hold
23,737
– – 0.4% 62
2024
Q3 		$1.23M Buy
23,737
+53
+0.2% +$2.49K 0.4% 63
2024
Q2 		$984K Buy
23,684
+1,140
+5% +$51K 0.34% 69
2024
Q1 		$1.22M Buy
22,544
+4,159
+23% +$212K 0.45% 51
2023
Q4 		$943K Buy
18,385
+214
+1% +$11.2K 0.4% 63
2023
Q3 		$1.05M Sell
18,171
-166
-0.9% -$10.2K 0.5% 51
2023
Q2 		$1.17M Buy
18,337
+32
+0.2% +$2.15K 0.56% 46
2023
Q1 		$1.27M Buy
18,305
+4,694
+34% +$331K 0.66% 35
2022
Q4 		$979K Buy
+13,611
New +$1.03M 0.57% 47

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

Chapin Davis's BMY Position: Q3 2026 in Review

Chapin Davis increased its Bristol-Myers Squibb (BMY) stake by 0.02% in Q3 2026, buying an estimated $316 and bringing the position to 21,432 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #73.

Chapin Davis first reported a position in BMY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q1 2025. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Chapin Davis held 21,432 shares of Bristol-Myers Squibb worth $1.34M as of Q3 2026.
  • Chapin Davis bought 5 Bristol-Myers Squibb shares in Q3 2026, an estimated $316.
  • Bristol-Myers Squibb made up 0.26% of Chapin Davis's portfolio in Q3 2026, its #73 holding.
  • Chapin Davis first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Bristol-Myers Squibb position peaked at $1.81M in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.