CSM Advisors
BMY icon

CSM Advisors’s Bristol-Myers Squibb BMY Stock Holding History

CSM Advisors’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 		$35.4M Buy
567,762
+563,382
+12,863% +$35.6M 0.76% 30
2026
Q2 		$252K Sell
4,380
-545
-11% -$31.3K 0.01% 398
2026
Q1 		$299K Hold
4,925
– – 0.01% 390
2025
Q4 		$266K Hold
4,925
– – 0.01% 391
2025
Q3 		$222K Sell
4,925
-377,404
-99% -$17.6M 0.01% 399
2025
Q2 		$17.7M Buy
+382,329
New +$18.8M 0.52% 59
2022
Q1 		– Sell
-91,245
Closed -$5.69M – 132
2021
Q4 		$5.69M Sell
91,245
-420
-0.5% -$24.6K 0.38% 66
2021
Q3 		$5.42M Sell
91,665
-50
-0.1% -$3.29K 0.4% 61
2021
Q2 		$6.13M Sell
91,715
-640
-0.7% -$41.7K 0.4% 64
2021
Q1 		$5.83M Buy
+92,355
New +$5.75M 0.82% 46

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

CSM Advisors's BMY Position: Q3 2026 in Review

CSM Advisors increased its Bristol-Myers Squibb (BMY) stake by 12,863% in Q3 2026, buying an estimated $35.6M and bringing the position to 567,762 shares worth $35.4M. The position accounts for 0.76% of the portfolio, ranked #30.

CSM Advisors first reported a position in BMY in Q1 2021 and has held it in 10 quarters since. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • CSM Advisors held 567,762 shares of Bristol-Myers Squibb worth $35.4M as of Q3 2026.
  • CSM Advisors bought 563,382 Bristol-Myers Squibb shares in Q3 2026, an estimated $35.6M.
  • Bristol-Myers Squibb made up 0.76% of CSM Advisors's portfolio in Q3 2026, its #30 holding.
  • CSM Advisors first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 10 quarters since.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on CSM Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.