Harper Investing’s Bristol-Myers Squibb BMY Stock Holding History

Harper Investing’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	$856K	Buy	13,717 +161	+1%	+$10.2K	0.27%	62
2026 Q2	$781K	Sell	13,556 -157	-1%	-$9.02K	0.26%	60
2026 Q1	$832K	Sell	13,713 -98	-0.7%	-$5.71K	0.36%	52
2025 Q4	$745K	Buy	13,811 +180	+1%	+$8.66K	0.32%	46
2025 Q3	$615K	Sell	13,631 -970	-7%	-$45.3K	0.29%	46
2025 Q2	$676K	Buy	+14,601	New	+$717K	0.38%	43

Other funds holding BMY

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

Harper Investing's BMY Position: Q3 2026 in Review

Harper Investing increased its Bristol-Myers Squibb (BMY) stake by 1.2% in Q3 2026, buying an estimated $10.2K and bringing the position to 13,717 shares worth $856K. The position accounts for 0.27% of the portfolio, ranked #62.

Harper Investing first reported a position in BMY in Q2 2025 and has held it in 6 quarters since. 1,093 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Harper Investing held 13,717 shares of Bristol-Myers Squibb worth $856K as of Q3 2026.
Harper Investing bought 161 Bristol-Myers Squibb shares in Q3 2026, an estimated $10.2K.
Bristol-Myers Squibb made up 0.27% of Harper Investing's portfolio in Q3 2026, its #62 holding.
Harper Investing first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 6 quarters since.
1,093 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.