FFA
BMY icon

Farther Finance Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Farther Finance 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 		$11.8M Buy
189,513
+41,496
+28% +$2.62M 0.08% 204
2026
Q2 		$8.53M Buy
148,017
+34,076
+30% +$1.96M 0.07% 253
2026
Q1 		$7.03M Buy
113,941
+35,658
+46% +$2.08M 0.07% 262
2025
Q4 		$4.22M Buy
78,283
+40,756
+109% +$1.96M 0.05% 354
2025
Q3 		$1.69M Buy
37,527
+3,078
+9% +$144K 0.03% 513
2025
Q2 		$1.59M Sell
34,449
-1,463
-4% -$71.8K 0.03% 434
2025
Q1 		$2.14M Buy
35,912
+13,372
+59% +$779K 0.05% 287
2024
Q4 		$1.27M Sell
22,540
-19,032
-46% -$1.06M 0.05% 299
2024
Q3 		$2.15M Buy
41,572
+4,436
+12% +$208K 0.08% 196
2024
Q2 		$1.53M Buy
37,136
+772
+2% +$34.5K 0.07% 207
2024
Q1 		$1.93M Buy
36,364
+6,346
+21% +$323K 0.12% 148
2023
Q4 		$1.54M Buy
30,018
+4,218
+16% +$221K 0.11% 168
2023
Q3 		$1.5M Buy
25,800
+6,147
+31% +$377K 0.24% 81
2023
Q2 		$1.26M Buy
19,653
+15,036
+326% +$1.01M 0.27% 73
2023
Q1 		$320K Buy
4,617
+2,859
+163% +$202K 0.09% 193
2022
Q4 		$126K Buy
+1,758
New +$133K 0.05% 285

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

Farther Finance Advisors's BMY Position: Q3 2026 in Review

Farther Finance Advisors increased its Bristol-Myers Squibb (BMY) stake by 28% in Q3 2026, buying an estimated $2.62M and bringing the position to 189,513 shares worth $11.8M. The position accounts for 0.08% of the portfolio, ranked #204.

Farther Finance Advisors first reported a position in BMY in Q4 2022 and has held it in 16 quarters since. 86 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Farther Finance Advisors held 189,513 shares of Bristol-Myers Squibb worth $11.8M as of Q3 2026.
  • Farther Finance Advisors bought 41,496 Bristol-Myers Squibb shares in Q3 2026, an estimated $2.62M.
  • Bristol-Myers Squibb made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #204 holding.
  • Farther Finance Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 16 quarters since.
  • 86 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.