Exeter Financial’s Bristol-Myers Squibb BMY Stock Holding History

Exeter Financial’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	$231K	Sell	3,703 -21	-0.6%	-$1.33K	0.09%	96
2026 Q2	$215K	Sell	3,724 -277	-7%	-$15.9K	0.08%	97
2026 Q1	$243K	Sell	4,001 -45	-1%	-$2.62K	0.1%	91
2025 Q4	$218K	Buy	+4,046	New	+$195K	0.09%	92
2025 Q2	–	Sell	-4,079	Closed	-$249K	–	92
2025 Q1	$249K	Buy	4,079 +33	+0.8%	+$1.92K	0.11%	85
2024 Q4	$229K	Hold	4,046	–	–	0.1%	89
2024 Q3	$209K	Buy	+4,046	New	+$190K	0.09%	89
2024 Q2	–	Sell	-4,396	Closed	-$226K	–	90
2024 Q1	$226K	Sell	4,396 -758	-15%	-$38.6K	0.1%	86
2023 Q4	$264K	Sell	5,154 -44	-0.8%	-$2.31K	0.13%	80
2023 Q3	$302K	Hold	5,198	–	–	0.16%	77
2023 Q2	$326K	Sell	5,198 -50	-1%	-$3.35K	0.17%	76
2023 Q1	$369K	Buy	5,248 +50	+1%	+$3.53K	0.18%	71
2022 Q4	$374K	Hold	5,198	–	–	0.19%	72
2022 Q3	$370K	Sell	5,198 -13	-0.2%	-$943	0.21%	68
2022 Q2	$401K	Sell	5,211 -148	-3%	-$11.3K	0.22%	69
2022 Q1	$391K	Buy	5,359 +398	+8%	+$26.7K	0.21%	70
2021 Q4	$323K	Hold	4,961	–	–	0.18%	72
2021 Q3	$294K	Hold	4,961	–	–	0.18%	73
2021 Q2	$332K	Sell	4,961 -50	-1%	-$3.26K	0.19%	70
2021 Q1	$316K	Buy	5,011 +400	+9%	+$24.9K	0.2%	69
2020 Q4	$286K	Hold	4,611	–	–	0.2%	69
2020 Q3	$278K	Hold	4,611	–	–	0.22%	67
2020 Q2	$271K	Sell	4,611 -708	-13%	-$42.3K	0.23%	64
2020 Q1	$296K	Buy	5,319 +1,108	+26%	+$67.7K	0.28%	61
2019 Q4	$270K	Sell	4,211 -948	-18%	-$54.3K	0.21%	66
2019 Q3	$262K	Buy	5,159 +85	+2%	+$4K	0.21%	67
2019 Q2	$230K	Sell	5,074 -119	-2%	-$5.54K	0.19%	68
2019 Q1	$248K	Buy	+5,193	New	+$259K	0.21%	65

Other funds holding BMY

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Exeter Financial's BMY Position: Q3 2026 in Review

Exeter Financial reduced its Bristol-Myers Squibb (BMY) stake by 0.56% in Q3 2026, selling an estimated $1.33K and leaving 3,703 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #96.

Exeter Financial first reported a position in BMY in Q1 2019 and has held it in 28 quarters since. The position peaked at $401K in Q2 2022. 231 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Exeter Financial held 3,703 shares of Bristol-Myers Squibb worth $231K as of Q3 2026.
Exeter Financial sold 21 Bristol-Myers Squibb shares in Q3 2026, an estimated $1.33K.
Bristol-Myers Squibb made up 0.09% of Exeter Financial's portfolio in Q3 2026, its #96 holding.
Exeter Financial first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 28 quarters since.
Exeter Financial's Bristol-Myers Squibb position peaked at $401K in Q2 2022.
231 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.