Everpar Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Everpar 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	$612K	Buy	9,813 +939	+11%	+$59.3K	0.16%	120
2026 Q2	$511K	Sell	8,874 -700	-7%	-$40.2K	0.15%	145
2026 Q1	$581K	Buy	9,574 +374	+4%	+$21.8K	0.2%	115
2025 Q4	$496K	Sell	9,200 -161	-2%	-$7.74K	0.18%	124
2025 Q3	$422K	Sell	9,361 -1,743	-16%	-$81.4K	0.17%	141
2025 Q2	$514K	Sell	11,104 -389	-3%	-$19.1K	0.23%	114
2025 Q1	$701K	Sell	11,493 -652	-5%	-$38K	0.37%	57
2024 Q4	$687K	Buy	12,145 +903	+8%	+$50.5K	0.35%	62
2024 Q3	$582K	Buy	11,242 +446	+4%	+$20.9K	0.3%	88
2024 Q2	$448K	Buy	10,796 +1,081	+11%	+$48.4K	0.22%	137
2024 Q1	$527K	Sell	9,715 -2,281	-19%	-$116K	0.32%	92
2023 Q4	$616K	Buy	+11,996	New	+$630K	0.29%	125

Other funds holding BMY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Everpar Advisors's BMY Position: Q3 2026 in Review

Everpar Advisors increased its Bristol-Myers Squibb (BMY) stake by 11% in Q3 2026, buying an estimated $59.3K and bringing the position to 9,813 shares worth $612K. The position accounts for 0.16% of the portfolio, ranked #120.

Everpar Advisors first reported a position in BMY in Q4 2023 and has held it in 12 quarters since. The position peaked at $701K in Q1 2025. 1,952 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Everpar Advisors held 9,813 shares of Bristol-Myers Squibb worth $612K as of Q3 2026.
Everpar Advisors bought 939 Bristol-Myers Squibb shares in Q3 2026, an estimated $59.3K.
Bristol-Myers Squibb made up 0.16% of Everpar Advisors's portfolio in Q3 2026, its #120 holding.
Everpar Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 12 quarters since.
Everpar Advisors's Bristol-Myers Squibb position peaked at $701K in Q1 2025.
1,952 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Everpar Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.