DeDora Capital
BMY icon

DeDora Capital’s Bristol-Myers Squibb BMY Stock Holding History

DeDora Capital’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 		$32.1K Buy
+514
New +$32.5K 0.01% 212
2023
Q3 		– Sell
-3,381
Closed -$216K – 100
2023
Q2 		$216K Buy
3,381
+4
+0.1% +$268 0.08% 98
2023
Q1 		$234K Sell
3,377
-338
-9% -$23.8K 0.1% 98
2022
Q4 		$267K Buy
3,715
+3
+0.1% +$226 0.13% 95
2022
Q3 		$264K Sell
3,712
-104
-3% -$7.54K 0.14% 89
2022
Q2 		$294K Sell
3,816
-106
-3% -$8.07K 0.15% 83
2022
Q1 		$286K Buy
+3,922
New +$263K 0.12% 85
2021
Q4 		– Sell
-4,621
Closed -$273K – 65
2021
Q3 		$273K Sell
4,621
-27
-0.6% -$1.78K 0.12% 84
2021
Q2 		$311K Sell
4,648
-118
-2% -$7.69K 0.14% 82
2021
Q1 		$301K Sell
4,766
-5,333
-53% -$332K 0.14% 83
2020
Q4 		$626K Buy
10,099
+3,554
+54% +$219K 0.31% 63
2020
Q3 		$395K Buy
6,545
+1,669
+34% +$100K 0.22% 72
2020
Q2 		$287K Buy
+4,876
New +$292K 0.17% 81
2020
Q1 		– Sell
-3,485
Closed -$224K – 88
2019
Q4 		$224K Buy
+3,485
New +$200K 0.13% 89
2018
Q3 		– Sell
-5,198
Closed -$288K – 86
2018
Q2 		$288K Buy
5,198
+34
+0.7% +$1.84K 0.23% 75
2018
Q1 		$327K Buy
5,164
+26
+0.5% +$1.67K 0.27% 72
2017
Q4 		$315K Buy
+5,138
New +$321K 0.26% 67

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

DeDora Capital's BMY Position: Q3 2026 in Review

DeDora Capital opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 514 shares worth $32.1K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: DeDora Capital previously reported a position in BMY as recently as Q2 2023.

DeDora Capital first reported a position in BMY in Q4 2017 and has held it in 17 quarters since. The position peaked at $626K in Q4 2020. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • DeDora Capital held 514 shares of Bristol-Myers Squibb worth $32.1K as of Q3 2026.
  • Bristol-Myers Squibb was a new DeDora Capital position in Q3 2026.
  • Bristol-Myers Squibb made up 0.01% of DeDora Capital's portfolio in Q3 2026, its #212 holding.
  • DeDora Capital first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 17 quarters since.
  • DeDora Capital's Bristol-Myers Squibb position peaked at $626K in Q4 2020.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.