Embree Financial Group
BMY icon

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

Embree 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 		$629K Buy
10,082
+3,740
+59% +$236K 0.06% 153
2026
Q2 		$365K Sell
6,342
-340
-5% -$19.5K 0.04% 200
2026
Q1 		$405K Buy
+6,682
New +$390K 0.05% 171
2024
Q2 		– Sell
-9,969
Closed -$541K – 184
2024
Q1 		$541K Sell
9,969
-189
-2% -$9.6K 0.11% 113
2023
Q4 		$521K Buy
+10,158
New +$533K 0.11% 107

Other funds holding BMY

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
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

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

Embree Financial Group increased its Bristol-Myers Squibb (BMY) stake by 59% in Q3 2026, buying an estimated $236K and bringing the position to 10,082 shares worth $629K. The position accounts for 0.06% of the portfolio, ranked #153.

Embree Financial Group first reported a position in BMY in Q4 2023 and has held it in 5 quarters since. 928 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Embree Financial Group held 10,082 shares of Bristol-Myers Squibb worth $629K as of Q3 2026.
  • Embree Financial Group bought 3,740 Bristol-Myers Squibb shares in Q3 2026, an estimated $236K.
  • Bristol-Myers Squibb made up 0.06% of Embree Financial Group's portfolio in Q3 2026, its #153 holding.
  • Embree Financial Group first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 5 quarters since.
  • 928 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

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