Demars Financial Group
BMY icon

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

Demars 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 		$1.98M Buy
31,764
+787
+3% +$49.7K 0.52% 29
2026
Q2 		$1.78M Buy
30,977
+5,541
+22% +$318K 0.49% 26
2026
Q1 		$1.54M Sell
25,436
-1,143
-4% -$66.6K 0.51% 25
2025
Q4 		$1.43M Buy
26,579
+1,207
+5% +$58.1K 0.48% 22
2025
Q3 		$1.14M Buy
25,372
+7,384
+41% +$345K 0.4% 25
2025
Q2 		$833K Buy
17,988
+2,146
+14% +$105K 0.32% 30
2025
Q1 		$966K Buy
15,842
+255
+2% +$14.9K 0.41% 25
2024
Q4 		$882K Buy
+15,587
New +$871K 0.39% 26
2024
Q2 		– Sell
-5,153
Closed -$279K – 68
2024
Q1 		$279K Sell
5,153
-9,898
-66% -$504K 0.14% 57
2023
Q4 		$772K Sell
15,051
-62,519
-81% -$3.28M 0.41% 24
2023
Q3 		$4.5M Buy
77,570
+7,366
+10% +$451K 2.58% 8
2023
Q2 		$4.49M Sell
70,204
-347
-0.5% -$23.3K 2.49% 14
2023
Q1 		$4.89M Buy
70,551
+8,628
+14% +$609K 2.69% 8
2022
Q4 		$4.46M Sell
61,923
-4,231
-6% -$319K 2.46% 12
2022
Q3 		$4.7M Buy
66,154
+2,713
+4% +$197K 2.79% 6
2022
Q2 		$4.88M Sell
63,441
-6,541
-9% -$498K 2.78% 10
2022
Q1 		$5.11M Buy
69,982
+7,936
+13% +$533K 2.57% 9
2021
Q4 		$3.87M Buy
62,046
+4,082
+7% +$239K 2.05% 17
2021
Q3 		$3.43M Buy
57,964
+54,255
+1,463% +$3.57M 2.02% 21
2021
Q2 		$248K Buy
+3,709
New +$242K 0.15% 77

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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

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

Demars Financial Group increased its Bristol-Myers Squibb (BMY) stake by 2.5% in Q3 2026, buying an estimated $49.7K and bringing the position to 31,764 shares worth $1.98M. The position accounts for 0.52% of the portfolio, ranked #29.

Demars Financial Group first reported a position in BMY in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.11M in Q1 2022. 1,534 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Demars Financial Group held 31,764 shares of Bristol-Myers Squibb worth $1.98M as of Q3 2026.
  • Demars Financial Group bought 787 Bristol-Myers Squibb shares in Q3 2026, an estimated $49.7K.
  • Bristol-Myers Squibb made up 0.52% of Demars Financial Group's portfolio in Q3 2026, its #29 holding.
  • Demars Financial Group first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 20 quarters since.
  • Demars Financial Group's Bristol-Myers Squibb position peaked at $5.11M in Q1 2022.
  • 1,534 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.