Elevated Capital Advisors
BMY icon

Elevated Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Elevated Capital Advisors’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 		$91.7K Sell
1,469
-4,200
-74% -$265K 0.03% 218
2026
Q2 		$327K Sell
5,669
-1,923
-25% -$110K 0.09% 193
2026
Q1 		$460K Buy
7,592
+4,185
+123% +$244K 0.12% 189
2025
Q4 		$184K Buy
+3,407
New +$164K 0.04% 264

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Elevated Capital Advisors's BMY Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Bristol-Myers Squibb (BMY) stake by 74% in Q3 2026, selling an estimated $265K and leaving 1,469 shares worth $91.7K. The position accounts for 0.03% of the portfolio, ranked #218.

Elevated Capital Advisors first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. The position peaked at $460K in Q1 2026. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Elevated Capital Advisors held 1,469 shares of Bristol-Myers Squibb worth $91.7K as of Q3 2026.
  • Elevated Capital Advisors sold 4,200 Bristol-Myers Squibb shares in Q3 2026, an estimated $265K.
  • Bristol-Myers Squibb made up 0.03% of Elevated Capital Advisors's portfolio in Q3 2026, its #218 holding.
  • Elevated Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Bristol-Myers Squibb position peaked at $460K in Q1 2026.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.