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

Diversified Management’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 		$288K Buy
+4,614
New +$292K 0.05% 208
2026
Q2 		– Sell
-4,602
Closed -$279K – 188
2026
Q1 		$279K Buy
+4,602
New +$268K 0.05% 225

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Diversified Management's BMY Position: Q3 2026 in Review

Diversified Management opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 4,614 shares worth $288K. The stake represents 0.05% of the portfolio and ranks #208 among its holdings. This is a return to the name: Diversified Management previously reported a position in BMY as recently as Q1 2026.

Diversified Management first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Diversified Management held 4,614 shares of Bristol-Myers Squibb worth $288K as of Q3 2026.
  • Bristol-Myers Squibb was a new Diversified Management position in Q3 2026.
  • Bristol-Myers Squibb made up 0.05% of Diversified Management's portfolio in Q3 2026, its #208 holding.
  • Diversified Management first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.