Finer Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Finer Wealth Management’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	$279K	Sell	4,467 -540	-11%	-$34.1K	0.11%	79
2026 Q2	$288K	Buy	5,007 +5	+0.1%	+$287	0.13%	76
2026 Q1	$303K	Sell	5,002 -408	-8%	-$23.8K	0.15%	76
2025 Q4	$292K	Sell	5,410 -995	-16%	-$47.9K	0.14%	71
2025 Q3	$289K	Sell	6,405 -4,593	-42%	-$215K	0.14%	70
2025 Q2	$509K	Sell	10,998 -2,049	-16%	-$101K	0.27%	55
2025 Q1	$796K	Sell	13,047 -2,804	-18%	-$163K	0.48%	42
2024 Q4	$897K	Sell	15,851 -3,668	-19%	-$205K	0.51%	41
2024 Q3	$1.01M	Sell	19,519 -8,147	-29%	-$382K	0.62%	33
2024 Q2	$1.15M	Sell	27,666 -14,129	-34%	-$632K	0.74%	32
2024 Q1	$2.27M	Sell	41,795 -5,660	-12%	-$288K	1.49%	21
2023 Q4	$2.43M	Sell	47,455 -8,299	-15%	-$436K	1.81%	17
2023 Q3	$3.24M	Buy	55,754 +2,649	+5%	+$162K	2.59%	11
2023 Q2	$3.4M	Buy	53,105 +1,067	+2%	+$71.5K	2.65%	9
2023 Q1	$3.61M	Buy	52,038 +3,641	+8%	+$257K	3.05%	6
2022 Q4	$3.48M	Buy	48,397 +170	+0.4%	+$12.8K	3.26%	6
2022 Q3	$3.43M	Sell	48,227 -266	-0.5%	-$19.3K	3.37%	6
2022 Q2	$3.73M	Sell	48,493 -181	-0.4%	-$13.8K	3.41%	7
2022 Q1	$3.56M	Buy	48,674 +1,385	+3%	+$93K	2.9%	7
2021 Q4	$2.95M	Buy	+47,289	New	+$2.77M	2.45%	11

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Finer Wealth Management's BMY Position: Q3 2026 in Review

Finer Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 11% in Q3 2026, selling an estimated $34.1K and leaving 4,467 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #79.

Finer Wealth Management first reported a position in BMY in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q2 2022. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Finer Wealth Management held 4,467 shares of Bristol-Myers Squibb worth $279K as of Q3 2026.
Finer Wealth Management sold 540 Bristol-Myers Squibb shares in Q3 2026, an estimated $34.1K.
Bristol-Myers Squibb made up 0.11% of Finer Wealth Management's portfolio in Q3 2026, its #79 holding.
Finer Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 20 quarters since.
Finer Wealth Management's Bristol-Myers Squibb position peaked at $3.73M in Q2 2022.
1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.