Fortitude Family Office’s Bristol-Myers Squibb BMY Stock Holding History

Fortitude Family Office’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	$90.5K	Buy	1,451 +246	+20%	+$15.5K	0.02%	285
2026 Q2	$69.4K	Buy	1,205 +542	+82%	+$31.1K	0.01%	226
2026 Q1	$40.2K	Sell	663 -4,883	-88%	-$285K	0.01%	271
2025 Q4	$299K	Buy	5,546 +56	+1%	+$2.69K	0.07%	117
2025 Q3	$248K	Sell	5,490 -32	-0.6%	-$1.49K	0.07%	126
2025 Q2	$256K	Sell	5,522 -1,149	-17%	-$56.4K	0.08%	111
2025 Q1	$407K	Sell	6,671 -2,869	-30%	-$167K	0.14%	76
2024 Q4	$540K	Sell	9,540 -43	-0.4%	-$2.4K	0.19%	71
2024 Q3	$496K	Buy	9,583 +3,033	+46%	+$142K	0.2%	64
2024 Q2	$272K	Hold	6,550	–	–	0.15%	73
2024 Q1	$355K	Sell	6,550 -31	-0.5%	-$1.58K	0.24%	57
2023 Q4	$338K	Buy	+6,581	New	+$345K	0.25%	62

Other funds holding BMY

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

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

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

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Fortitude Family Office's BMY Position: Q3 2026 in Review

Fortitude Family Office increased its Bristol-Myers Squibb (BMY) stake by 20% in Q3 2026, buying an estimated $15.5K and bringing the position to 1,451 shares worth $90.5K. The position accounts for 0.02% of the portfolio, ranked #285.

Fortitude Family Office first reported a position in BMY in Q4 2023 and has held it in 12 quarters since. The position peaked at $540K in Q4 2024. 340 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Fortitude Family Office held 1,451 shares of Bristol-Myers Squibb worth $90.5K as of Q3 2026.
Fortitude Family Office bought 246 Bristol-Myers Squibb shares in Q3 2026, an estimated $15.5K.
Bristol-Myers Squibb made up 0.02% of Fortitude Family Office's portfolio in Q3 2026, its #285 holding.
Fortitude Family Office first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Bristol-Myers Squibb position peaked at $540K in Q4 2024.
340 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.