Cooper Financial Group
BMY icon

Cooper Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Cooper Financial Group’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 		$798K Buy
12,784
+397
+3% +$25.1K 0.06% 197
2026
Q2 		$714K Sell
12,387
-4,143
-25% -$238K 0.06% 215
2026
Q1 		$1M Buy
16,530
+3,727
+29% +$217K 0.1% 158
2025
Q4 		$691K Buy
12,803
+915
+8% +$44K 0.07% 191
2025
Q3 		$536K Sell
11,888
-1,143
-9% -$53.4K 0.06% 228
2025
Q2 		$603K Sell
13,031
-2,821
-18% -$138K 0.07% 212
2025
Q1 		$967K Buy
15,852
+1,700
+12% +$99.1K 0.13% 146
2024
Q4 		$800K Buy
14,152
+279
+2% +$15.6K 0.1% 174
2024
Q3 		$718K Sell
13,873
-4,895
-26% -$230K 0.09% 193
2024
Q2 		$779K Sell
18,768
-3,228
-15% -$144K 0.11% 160
2024
Q1 		$1.19M Buy
21,996
+2,539
+13% +$129K 0.2% 98
2023
Q4 		$998K Buy
19,457
+489
+3% +$25.7K 0.18% 110
2023
Q3 		$1.1M Buy
18,968
+407
+2% +$24.9K 0.26% 91
2023
Q2 		$1.19M Buy
18,561
+2,893
+18% +$194K 0.29% 80
2023
Q1 		$1.09M Buy
15,668
+1,061
+7% +$74.8K 0.29% 83
2022
Q4 		$1.05M Buy
14,607
+1,423
+11% +$107K 0.32% 76
2022
Q3 		$937K Buy
13,184
+2,069
+19% +$150K 0.34% 74
2022
Q2 		$856K Buy
11,115
+1,669
+18% +$127K 0.31% 84
2022
Q1 		$690K Buy
9,446
+332
+4% +$22.3K 0.26% 87
2021
Q4 		$568K Sell
9,114
-1,197
-12% -$70.2K 0.21% 108
2021
Q3 		$610K Buy
10,311
+439
+4% +$28.9K 0.13% 111
2021
Q2 		$660K Buy
9,872
+78
+0.8% +$5.09K 0.13% 103
2021
Q1 		$618K Sell
9,794
-3,605
-27% -$224K 0.14% 103
2020
Q4 		$831K Buy
13,399
+3,421
+34% +$210K 0.17% 104
2020
Q3 		$602K Buy
9,978
+124
+1% +$7.46K 0.17% 81
2020
Q2 		$579K Buy
9,854
+4,205
+74% +$252K 0.19% 75
2020
Q1 		$315K Buy
5,649
+1,050
+23% +$64.2K 0.13% 104
2019
Q4 		$295K Buy
+4,599
New +$263K 0.12% 108

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cooper Financial Group's BMY Position: Q3 2026 in Review

Cooper Financial Group increased its Bristol-Myers Squibb (BMY) stake by 3.2% in Q3 2026, buying an estimated $25.1K and bringing the position to 12,784 shares worth $798K. The position accounts for 0.06% of the portfolio, ranked #197.

Cooper Financial Group first reported a position in BMY in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.19M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Cooper Financial Group held 12,784 shares of Bristol-Myers Squibb worth $798K as of Q3 2026.
  • Cooper Financial Group bought 397 Bristol-Myers Squibb shares in Q3 2026, an estimated $25.1K.
  • Bristol-Myers Squibb made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #197 holding.
  • Cooper Financial Group first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 28 quarters since.
  • Cooper Financial Group's Bristol-Myers Squibb position peaked at $1.19M in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.