GeoWealth Management
BMY icon

GeoWealth Management’s Bristol-Myers Squibb BMY Stock Holding History

GeoWealth 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 		$633K Buy
10,147
+34
+0.3% +$2.15K 0.02% 450
2026
Q2 		$583K Sell
10,113
-7,737
-43% -$444K 0.02% 467
2026
Q1 		$1.08M Buy
17,850
+7,195
+68% +$419K 0.04% 263
2025
Q4 		$575K Sell
10,655
-239
-2% -$11.5K 0.02% 406
2025
Q3 		$491K Sell
10,894
-931
-8% -$43.5K 0.02% 455
2025
Q2 		$547K Buy
11,825
+208
+2% +$10.2K 0.02% 387
2025
Q1 		$709K Sell
11,617
-2,150
-16% -$125K 0.03% 349
2024
Q4 		$779K Sell
13,767
-98
-0.7% -$5.48K 0.03% 361
2024
Q3 		$717K Buy
13,865
+2,468
+22% +$116K 0.03% 385
2024
Q2 		$473K Sell
11,397
-6,925
-38% -$310K 0.02% 446
2024
Q1 		$994K Buy
18,322
+7,826
+75% +$399K 0.04% 294
2023
Q4 		$539K Buy
10,496
+8,505
+427% +$446K 0.04% 319
2023
Q3 		$115K Buy
1,991
+389
+24% +$23.8K 0.01% 322
2023
Q2 		$103K Buy
1,602
+41
+3% +$2.75K 0.01% 286
2023
Q1 		$108K Sell
1,561
-35
-2% -$2.47K 0.01% 237
2022
Q4 		$114K Sell
1,596
-69
-4% -$5.2K 0.01% 269
2022
Q3 		$118K Buy
+1,665
New +$121K 0.01% 265
2021
Q3 		– Sell
-1,101
Closed -$74K – 394
2021
Q2 		$74K Buy
+1,101
New +$71.8K 0.01% 224
2019
Q4 		– Sell
-5,109
Closed -$259K – 113
2019
Q3 		$259K Buy
+5,109
New +$240K 0.06% 170

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

GeoWealth Management's BMY Position: Q3 2026 in Review

GeoWealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.34% in Q3 2026, buying an estimated $2.15K and bringing the position to 10,147 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #450.

GeoWealth Management first reported a position in BMY in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.08M in Q1 2026. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • GeoWealth Management held 10,147 shares of Bristol-Myers Squibb worth $633K as of Q3 2026.
  • GeoWealth Management bought 34 Bristol-Myers Squibb shares in Q3 2026, an estimated $2.15K.
  • Bristol-Myers Squibb made up 0.02% of GeoWealth Management's portfolio in Q3 2026, its #450 holding.
  • GeoWealth Management first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 19 quarters since.
  • GeoWealth Management's Bristol-Myers Squibb position peaked at $1.08M in Q1 2026.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.