Gen-Wealth Partners
BMY icon

Gen-Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Gen-Wealth Partners’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 		$189K Hold
3,024
– – 0.05% 226
2026
Q2 		$174K Buy
3,024
+604
+25% +$34.7K 0.05% 253
2026
Q1 		$147K Buy
2,420
+65
+3% +$3.79K 0.05% 278
2025
Q4 		$127K Buy
2,355
+125
+6% +$6.01K 0.04% 304
2025
Q3 		$101K Hold
2,230
– – 0.03% 322
2025
Q2 		$103K Hold
2,230
– – 0.04% 279
2025
Q1 		$136K Hold
2,230
– – 0.06% 242
2024
Q4 		$126K Sell
2,230
-31
-1% -$1.73K 0.05% 258
2024
Q3 		$119K Buy
2,261
+100
+5% +$4.69K 0.05% 266
2024
Q2 		$89.7K Sell
2,161
-1,121
-34% -$50.2K 0.04% 295
2024
Q1 		$178K Buy
+3,282
New +$167K 0.09% 219

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

Gen-Wealth Partners's BMY Position: Q3 2026 in Review

Gen-Wealth Partners held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 3,024 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #226.

Gen-Wealth Partners first reported a position in BMY in Q1 2024 and has held it in 11 quarters since. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Gen-Wealth Partners held 3,024 shares of Bristol-Myers Squibb worth $189K as of Q3 2026.
  • Gen-Wealth Partners left its Bristol-Myers Squibb share count unchanged in Q3 2026.
  • Bristol-Myers Squibb made up 0.05% of Gen-Wealth Partners's portfolio in Q3 2026, its #226 holding.
  • Gen-Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 11 quarters since.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.