Elevation Wealth Partners
BMY icon

Elevation Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Elevation Wealth Partners’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 		$86.9K Sell
1,392
-25
-2% -$1.58K 0.02% 228
2026
Q2 		$81.6K Buy
1,417
+260
+22% +$14.9K 0.02% 212
2026
Q1 		$70.2K Buy
1,157
+40
+4% +$2.33K 0.03% 198
2025
Q4 		$60.3K Buy
1,117
+344
+45% +$16.5K 0.02% 213
2025
Q3 		$34.9K Buy
773
+94
+14% +$4.39K 0.01% 278
2025
Q2 		$31.4K Hold
679
– – 0.01% 282
2025
Q1 		$41.4K Hold
679
– – 0.02% 253
2024
Q4 		$38.4K Hold
679
– – 0.02% 254
2024
Q3 		$35.1K Hold
679
– – 0.02% 256
2024
Q2 		$28.2K Hold
679
– – 0.01% 264
2024
Q1 		$36.8K Hold
679
– – 0.02% 245
2023
Q4 		$39.4K Hold
679
– – 0.02% 224
2023
Q3 		$39.4K Hold
679
– – 0.03% 165
2023
Q2 		$43.4K Hold
679
– – 0.04% 170
2023
Q1 		$47.1K Buy
+679
New +$47.9K 0.04% 162

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Elevation Wealth Partners's BMY Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q3 2026, selling an estimated $1.58K and leaving 1,392 shares worth $86.9K. The position accounts for 0.02% of the portfolio, ranked #228.

Elevation Wealth Partners first reported a position in BMY in Q1 2023 and has held it in 15 quarters since. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Elevation Wealth Partners held 1,392 shares of Bristol-Myers Squibb worth $86.9K as of Q3 2026.
  • Elevation Wealth Partners sold 25 Bristol-Myers Squibb shares in Q3 2026, an estimated $1.58K.
  • Bristol-Myers Squibb made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #228 holding.
  • Elevation Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 15 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.