Evelyn Partners
BMY icon

Evelyn Partners’s Bristol-Myers Squibb BMY Stock Holding History

Evelyn 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 		$468K Buy
7,506
+1,475
+24% +$93.2K 0.01% 248
2026
Q2 		$348K Buy
+6,031
New +$346K ﹤0.01% 235

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Evelyn Partners's BMY Position: Q3 2026 in Review

Evelyn Partners increased its Bristol-Myers Squibb (BMY) stake by 24% in Q3 2026, buying an estimated $93.2K and bringing the position to 7,506 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #248.

Evelyn Partners first reported a position in BMY in Q2 2026 and has held it in 2 quarters since. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Evelyn Partners held 7,506 shares of Bristol-Myers Squibb worth $468K as of Q3 2026.
  • Evelyn Partners bought 1,475 Bristol-Myers Squibb shares in Q3 2026, an estimated $93.2K.
  • Bristol-Myers Squibb made up 0.01% of Evelyn Partners's portfolio in Q3 2026, its #248 holding.
  • Evelyn Partners first reported a position in Bristol-Myers Squibb in Q2 2026 and has held it in 2 quarters since.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.