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Graves Light Lenhart Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Graves Light Lenhart Wealth’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 		$231K Sell
3,707
-548
-13% -$34.6K 0.02% 175
2026
Q2 		$245K Hold
4,255
– – 0.02% 181
2026
Q1 		$258K Sell
4,255
-200
-4% -$11.7K 0.03% 166
2025
Q4 		$240K Sell
4,455
-383
-8% -$18.4K 0.03% 171
2025
Q3 		$218K Sell
4,838
-25
-0.5% -$1.17K 0.02% 178
2025
Q2 		$225K Sell
4,863
-658
-12% -$32.3K 0.03% 176
2025
Q1 		$337K Buy
5,521
+5
+0.1% +$291 0.04% 132
2024
Q4 		$312K Sell
5,516
-200
-3% -$11.2K 0.04% 144
2024
Q3 		$296K Sell
5,716
-1,163
-17% -$54.6K 0.04% 148
2024
Q2 		$284K Sell
6,879
-231
-3% -$10.3K 0.03% 152
2024
Q1 		$386K Sell
7,110
-185
-3% -$9.42K 0.04% 122
2023
Q4 		$374K Sell
7,295
-411
-5% -$21.6K 0.05% 127
2023
Q3 		$437K Sell
7,706
-22,261
-74% -$1.36M 0.06% 110
2023
Q2 		$1.92M Buy
29,967
+350
+1% +$23.5K 0.26% 68
2023
Q1 		$2.05M Sell
29,617
-320
-1% -$22.6K 0.32% 59
2022
Q4 		$2.15M Hold
29,937
– – 0.33% 62
2022
Q3 		$2.13M Hold
29,937
– – 0.35% 60
2022
Q2 		$2.31M Sell
29,937
-2,073
-6% -$158K 0.35% 60
2022
Q1 		$2.34M Sell
32,010
-46,164
-59% -$3.1M 0.33% 60
2021
Q4 		$4.87M Sell
78,174
-32,477
-29% -$1.91M 0.69% 40
2021
Q3 		$6.55M Buy
110,651
+474
+0.4% +$31.2K 1.03% 27
2021
Q2 		$7.36M Buy
110,177
+46,617
+73% +$3.04M 1.18% 25
2021
Q1 		$4.01M Buy
63,560
+9,472
+18% +$589K 0.69% 41
2020
Q4 		$3.35M Buy
54,088
+626
+1% +$38.5K 0.63% 43
2020
Q3 		$3.22M Buy
53,462
+997
+2% +$60K 0.71% 40
2020
Q2 		$3.08M Buy
52,465
+3,539
+7% +$212K 0.72% 41
2020
Q1 		$2.73M Buy
48,926
+1,594
+3% +$97.4K 0.74% 40
2019
Q4 		$3.04M Buy
47,332
+708
+2% +$40.5K 0.64% 47
2019
Q3 		$2.67M Buy
46,624
+8,253
+22% +$388K 0.59% 47
2019
Q2 		$1.74M Buy
38,371
+32,211
+523% +$1.5M 0.42% 57
2019
Q1 		$294K Sell
6,160
-2,088
-25% -$104K 0.07% 112
2018
Q4 		$429K Buy
+8,248
New +$443K 0.13% 92

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Graves Light Lenhart Wealth's BMY Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q3 2026, selling an estimated $34.6K and leaving 3,707 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #175.

Graves Light Lenhart Wealth first reported a position in BMY in Q4 2018 and has held it in 32 quarters since. The position peaked at $7.36M in Q2 2021. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Graves Light Lenhart Wealth held 3,707 shares of Bristol-Myers Squibb worth $231K as of Q3 2026.
  • Graves Light Lenhart Wealth sold 548 Bristol-Myers Squibb shares in Q3 2026, an estimated $34.6K.
  • Bristol-Myers Squibb made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #175 holding.
  • Graves Light Lenhart Wealth first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 32 quarters since.
  • Graves Light Lenhart Wealth's Bristol-Myers Squibb position peaked at $7.36M in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.