Decker Retirement Planning
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Decker Retirement Planning’s Bristol-Myers Squibb BMY Stock Holding History

Decker Retirement Planning’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 		– Sell
-600
Closed -$34.6K – 382
2026
Q2 		$34.6K Buy
+600
New +$34.5K 0.01% 135
2025
Q3 		– Sell
-60
Closed -$2.78K – 230
2025
Q2 		$2.78K Buy
+60
New +$2.94K ﹤0.01% 253
2025
Q1 		– Sell
-8,382
Closed -$474K – 267
2024
Q4 		$474K Buy
+8,382
New +$468K 0.28% 38

Other funds holding BMY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

Decker Retirement Planning's BMY Position: Q3 2026 in Review

Decker Retirement Planning sold out of Bristol-Myers Squibb (BMY) in Q3 2026, closing a stake of 600 shares — an estimated $34.6K sold.

Decker Retirement Planning first reported a position in BMY in Q4 2024 and held it in 3 quarters. The position peaked at $474K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Decker Retirement Planning reported no remaining Bristol-Myers Squibb position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 600 Bristol-Myers Squibb shares in Q3 2026, an estimated $34.6K.
  • Decker Retirement Planning first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 3 quarters.
  • Decker Retirement Planning's Bristol-Myers Squibb position peaked at $474K in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.