Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-22
Closed -$1.25K – 397
2026
Q2 		$1.25K Buy
+22
New +$1.26K ﹤0.01% 425
2025
Q4 		– Sell
-169
Closed -$7.62K – 411
2025
Q3 		$7.62K Buy
+169
New +$7.89K ﹤0.01% 359
2025
Q2 		– Sell
-128
Closed -$7.79K – 355
2025
Q1 		$7.79K Buy
+128
New +$7.46K ﹤0.01% 276
2023
Q2 		– Sell
-4,156
Closed -$288K – 110
2023
Q1 		$288K Buy
4,156
+541
+15% +$38.2K 0.02% 117
2022
Q4 		$260K Sell
3,615
-339
-9% -$25.6K 0.02% 123
2022
Q3 		$281K Hold
3,954
– – 0.02% 115
2022
Q2 		$304K Buy
3,954
+194
+5% +$14.8K 0.02% 108
2022
Q1 		$275K Buy
+3,760
New +$252K 0.02% 127
2021
Q4 		– Sell
-3,751
Closed -$222K – 165
2021
Q3 		$222K Sell
3,751
-208
-5% -$13.7K 0.02% 133
2021
Q2 		$265K Buy
3,959
+63
+2% +$4.11K 0.02% 121
2021
Q1 		$246K Buy
3,896
+127
+3% +$7.9K 0.02% 110
2020
Q4 		$234K Buy
3,769
+23
+0.6% +$1.41K 0.02% 101
2020
Q3 		$226K Buy
3,746
+221
+6% +$13.3K 0.02% 92
2020
Q2 		$207K Buy
+3,525
New +$211K 0.03% 85
2020
Q1 		– Sell
-3,670
Closed -$236K – 83
2019
Q4 		$236K Buy
+3,670
New +$210K 0.06% 71
2016
Q3 		– Sell
-3,477
Closed -$256K – 70
2016
Q2 		$256K Buy
3,477
+219
+7% +$15.5K 0.07% 60
2016
Q1 		$208K Sell
3,258
-183
-5% -$11.5K 0.07% 74
2015
Q4 		$237K Buy
3,441
+49
+1% +$3.24K 0.1% 84
2015
Q3 		$201K Buy
+3,392
New +$215K 0.1% 95
2015
Q2 		– Sell
-3,898
Closed -$251K – 183
2015
Q1 		$251K Buy
+3,898
New +$244K 0.08% 159

Other funds holding BMY

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors's BMY Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2026, closing a stake of 22 shares — an estimated $1.25K sold.

Halbert Hargrove Global Advisors first reported a position in BMY in Q1 2015 and held it in 20 quarters. The position peaked at $304K in Q2 2022. 1,093 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 22 Bristol-Myers Squibb shares in Q3 2026, an estimated $1.25K.
  • Halbert Hargrove Global Advisors first reported a position in Bristol-Myers Squibb in Q1 2015 and held it in 20 quarters.
  • Halbert Hargrove Global Advisors's Bristol-Myers Squibb position peaked at $304K in Q2 2022.
  • 1,093 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.