Fiduciary Alliance’s Bristol-Myers Squibb BMY Stock Holding History

Fiduciary Alliance’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	$563K	Buy	9,028 +196	+2%	+$12.4K	0.04%	298
2026 Q2	$509K	Buy	8,832 +18	+0.2%	+$1.03K	0.03%	362
2026 Q1	$510K	Sell	8,814 -482	-5%	-$28.1K	0.03%	371
2025 Q4	$501K	Sell	9,296 -4,334	-32%	-$208K	0.03%	343
2025 Q3	$615K	Buy	13,630 +471	+4%	+$22K	0.04%	308
2025 Q2	$609K	Buy	13,159 +8,912	+210%	+$437K	0.05%	295
2025 Q1	$259K	Sell	4,247 -228	-5%	-$13.3K	0.03%	336
2024 Q4	$253K	Buy	+4,475	New	+$250K	0.03%	310
2023 Q3	–	Sell	-300	Closed	-$19.2K	–	259
2023 Q2	$19.2K	Buy	+300	New	+$20.1K	﹤0.01%	462

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

Fiduciary Alliance's BMY Position: Q3 2026 in Review

Fiduciary Alliance increased its Bristol-Myers Squibb (BMY) stake by 2.2% in Q3 2026, buying an estimated $12.4K and bringing the position to 9,028 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #298.

Fiduciary Alliance first reported a position in BMY in Q2 2023 and has held it in 9 quarters since. The position peaked at $615K in Q3 2025. 1,952 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Fiduciary Alliance held 9,028 shares of Bristol-Myers Squibb worth $563K as of Q3 2026.
Fiduciary Alliance bought 196 Bristol-Myers Squibb shares in Q3 2026, an estimated $12.4K.
Bristol-Myers Squibb made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #298 holding.
Fiduciary Alliance first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 9 quarters since.
Fiduciary Alliance's Bristol-Myers Squibb position peaked at $615K in Q3 2025.
1,952 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.