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

Financial Perspectives’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 		$64.5K Hold
1,033
– – 0.02% 301
2026
Q2 		$59.5K Hold
1,033
– – 0.01% 308
2026
Q1 		$62.7K Hold
1,033
– – 0.02% 279
2025
Q4 		$55.7K Sell
1,033
-33
-3% -$1.59K 0.02% 300
2025
Q3 		$48.1K Hold
1,066
– – 0.01% 319
2025
Q2 		$49.3K Hold
1,066
– – 0.01% 312
2025
Q1 		$65K Hold
1,066
– – 0.02% 264
2024
Q4 		$60.3K Hold
1,066
– – 0.02% 276
2024
Q3 		$55.2K Hold
1,066
– – 0.02% 276
2024
Q2 		$44.3K Hold
1,066
– – 0.02% 291
2024
Q1 		$57.8K Hold
1,066
– – 0.02% 265
2023
Q4 		$54.7K Buy
1,066
+233
+28% +$12.2K 0.02% 261
2023
Q3 		$48.3K Buy
833
+33
+4% +$2.02K 0.02% 258
2023
Q2 		$51.2K Sell
800
-60
-7% -$4.02K 0.02% 260
2023
Q1 		$59.6K Hold
860
– – 0.03% 240
2022
Q4 		$61.9K Hold
860
– – 0.03% 229
2022
Q3 		$61.1K Hold
860
– – 0.03% 217
2022
Q2 		$66.2K Hold
860
– – 0.04% 211
2022
Q1 		$62.8K Hold
860
– – 0.03% 234
2021
Q4 		$53.6K Hold
860
– – 0.03% 235
2021
Q3 		$50.9K Hold
860
– – 0.03% 236
2021
Q2 		$57.5K Sell
860
-78
-8% -$5.09K 0.03% 243
2021
Q1 		$59.2K Sell
938
-3,430
-79% -$213K 0.03% 226
2020
Q4 		$271K Buy
4,368
+293
+7% +$18K 0.15% 93
2020
Q3 		$246K Hold
4,075
– – 0.16% 87
2020
Q2 		$240K Sell
4,075
-50
-1% -$2.99K 0.17% 75
2020
Q1 		$230K Buy
4,125
+265
+7% +$16.2K 0.19% 68
2019
Q4 		$248K Buy
+3,860
New +$221K 0.17% 70

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Financial Perspectives's BMY Position: Q3 2026 in Review

Financial Perspectives held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 1,033 shares worth $64.5K. The position accounts for 0.02% of the portfolio, ranked #301.

Financial Perspectives first reported a position in BMY in Q4 2019 and has held it in 28 quarters since. The position peaked at $271K in Q4 2020. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Financial Perspectives held 1,033 shares of Bristol-Myers Squibb worth $64.5K as of Q3 2026.
  • Financial Perspectives left its Bristol-Myers Squibb share count unchanged in Q3 2026.
  • Bristol-Myers Squibb made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #301 holding.
  • Financial Perspectives first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 28 quarters since.
  • Financial Perspectives's Bristol-Myers Squibb position peaked at $271K in Q4 2020.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.