Diversified Enterprises
BMY icon

Diversified Enterprises’s Bristol-Myers Squibb BMY Stock Holding History

Diversified Enterprises’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 		$1.22M Buy
19,515
+2,681
+16% +$169K 0.06% 147
2026
Q2 		$970K Buy
16,834
+4,867
+41% +$279K 0.05% 167
2026
Q1 		$726K Buy
11,967
+2,533
+27% +$148K 0.04% 190
2025
Q4 		$509K Buy
9,434
+1,565
+20% +$75.3K 0.03% 213
2025
Q3 		$355K Sell
7,869
-168
-2% -$7.85K 0.02% 213
2025
Q2 		$372K Buy
8,037
+2,966
+58% +$146K 0.03% 201
2025
Q1 		$309K Buy
+5,071
New +$296K 0.03% 224

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 $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Enterprises's BMY Position: Q3 2026 in Review

Diversified Enterprises increased its Bristol-Myers Squibb (BMY) stake by 16% in Q3 2026, buying an estimated $169K and bringing the position to 19,515 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #147.

Diversified Enterprises first reported a position in BMY in Q1 2025 and has held it in 7 quarters since. 1,093 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Diversified Enterprises held 19,515 shares of Bristol-Myers Squibb worth $1.22M as of Q3 2026.
  • Diversified Enterprises bought 2,681 Bristol-Myers Squibb shares in Q3 2026, an estimated $169K.
  • Bristol-Myers Squibb made up 0.06% of Diversified Enterprises's portfolio in Q3 2026, its #147 holding.
  • Diversified Enterprises first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 7 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.