EPG Wealth Management
BMY icon

EPG Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

EPG Wealth 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 		$907K Buy
14,529
+396
+3% +$25K 0.21% 113
2026
Q2 		$814K Buy
14,133
+8,737
+162% +$502K 0.2% 115
2026
Q1 		$327K Sell
5,396
-50
-0.9% -$2.92K 0.09% 157
2025
Q4 		$294K Buy
5,446
+113
+2% +$5.44K 0.08% 163
2025
Q3 		$241K Buy
5,333
+46
+0.9% +$2.15K 0.07% 173
2025
Q2 		$245K Sell
5,287
-30
-0.6% -$1.47K 0.07% 170
2025
Q1 		$324K Sell
5,317
-161
-3% -$9.38K 0.09% 190
2024
Q4 		$310K Buy
5,478
+127
+2% +$7.1K 0.08% 192
2024
Q3 		$277K Buy
+5,351
New +$251K 0.07% 212
2024
Q2 		– Sell
-8,558
Closed -$383K – 196
2024
Q1 		$464K Buy
8,558
+199
+2% +$10.1K 0.11% 175
2023
Q4 		$407K Sell
8,359
-137
-2% -$7.19K 0.11% 177
2023
Q3 		$493K Sell
8,496
-93
-1% -$5.7K 0.15% 148
2023
Q2 		$549K Sell
8,589
-425
-5% -$28.5K 0.16% 140
2023
Q1 		$625K Buy
9,014
+17
+0.2% +$1.2K 0.2% 122
2022
Q4 		$647K Sell
8,997
-118
-1% -$8.9K 0.25% 93
2022
Q3 		$648K Buy
9,115
+84
+0.9% +$6.09K 0.27% 87
2022
Q2 		$695K Sell
9,031
-272
-3% -$20.7K 0.3% 80
2022
Q1 		$679K Buy
9,303
+5,027
+118% +$338K 0.24% 88
2021
Q4 		$267K Sell
4,276
-3,268
-43% -$192K 0.09% 189
2021
Q3 		$446K Sell
7,544
-42
-0.6% -$2.77K 0.18% 116
2021
Q2 		$507K Buy
7,586
+703
+10% +$45.8K 0.22% 104
2021
Q1 		$435K Buy
6,883
+962
+16% +$59.9K 0.21% 106
2020
Q4 		$367K Buy
+5,921
New +$364K 0.22% 97
2020
Q2 		– Sell
-3,656
Closed -$204K – 205
2020
Q1 		$204K Buy
3,656
+1,979
+118% +$121K 0.15% 121
2019
Q4 		$108K Buy
+1,677
New +$96K 0.08% 146

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
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
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
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

EPG Wealth Management's BMY Position: Q3 2026 in Review

EPG Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 2.8% in Q3 2026, buying an estimated $25K and bringing the position to 14,529 shares worth $907K. The position accounts for 0.21% of the portfolio, ranked #113.

EPG Wealth Management first reported a position in BMY in Q4 2019 and has held it in 25 quarters since. 1,630 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • EPG Wealth Management held 14,529 shares of Bristol-Myers Squibb worth $907K as of Q3 2026.
  • EPG Wealth Management bought 396 Bristol-Myers Squibb shares in Q3 2026, an estimated $25K.
  • Bristol-Myers Squibb made up 0.21% of EPG Wealth Management's portfolio in Q3 2026, its #113 holding.
  • EPG Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 25 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.