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DDFG Inc’s Bristol-Myers Squibb BMY Stock Holding History

DDFG Inc’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 		$243K Buy
3,898
+2
+0.1% +$126 0.05% 80
2026
Q2 		$224K Buy
3,896
+2
+0.1% +$115 0.04% 84
2026
Q1 		$236K Sell
3,894
-469
-11% -$27.3K 0.05% 79
2025
Q4 		$235K Buy
+4,363
New +$210K 0.05% 79

Other funds holding BMY

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DDFG Inc's BMY Position: Q3 2026 in Review

DDFG Inc increased its Bristol-Myers Squibb (BMY) stake by 0.05% in Q3 2026, buying an estimated $126 and bringing the position to 3,898 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #80.

DDFG Inc first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. 1,240 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • DDFG Inc held 3,898 shares of Bristol-Myers Squibb worth $243K as of Q3 2026.
  • DDFG Inc bought 2 Bristol-Myers Squibb shares in Q3 2026, an estimated $126.
  • Bristol-Myers Squibb made up 0.05% of DDFG Inc's portfolio in Q3 2026, its #80 holding.
  • DDFG Inc first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.