Herold Advisors
BMY icon

Herold Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Herold 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 		$2.24M Sell
35,896
-14
-0% -$885 0.44% 58
2026
Q2 		$2.07M Sell
35,910
-67
-0.2% -$3.85K 0.41% 69
2026
Q1 		$2.18M Sell
35,977
-155
-0.4% -$9.04K 0.48% 58
2025
Q4 		$1.95M Sell
36,132
-1,635
-4% -$78.7K 0.44% 63
2025
Q3 		$1.7M Buy
37,767
+558
+1% +$26.1K 0.39% 72
2025
Q2 		$1.72M Buy
37,209
+536
+1% +$26.3K 0.36% 79
2025
Q1 		$2.24M Buy
36,673
+1,685
+5% +$98.2K 0.49% 59
2024
Q4 		$1.98M Sell
34,988
-1,409
-4% -$78.7K 0.43% 62
2024
Q3 		$1.88M Buy
36,397
+1,955
+6% +$91.7K 0.41% 67
2024
Q2 		$1.43M Buy
34,442
+1,529
+5% +$68.4K 0.33% 82
2024
Q1 		$1.79M Buy
32,913
+1,169
+4% +$59.6K 0.43% 67
2023
Q4 		$1.63M Sell
31,744
-1,924
-6% -$101K 0.45% 67
2023
Q3 		$1.95M Buy
33,668
+1,051
+3% +$64.4K 0.59% 50
2023
Q2 		$2.09M Sell
32,617
-656
-2% -$44K 0.64% 43
2023
Q1 		$2.31M Buy
33,273
+926
+3% +$65.3K 0.8% 27
2022
Q4 		$2.33M Buy
32,347
+2,524
+8% +$190K 0.99% 23
2022
Q3 		$2.12M Sell
29,823
-127
-0.4% -$9.21K 1.02% 27
2022
Q2 		$2.31M Sell
29,950
-197
-0.7% -$15K 1.03% 27
2022
Q1 		$2.2M Buy
30,147
+420
+1% +$28.2K 0.78% 32
2021
Q4 		$1.85M Buy
29,727
+2,654
+10% +$156K 0.72% 45
2021
Q3 		$1.6M Buy
+27,073
New +$1.78M 0.62% 47

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Herold Advisors's BMY Position: Q3 2026 in Review

Herold Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.04% in Q3 2026, selling an estimated $885 and leaving 35,896 shares worth $2.24M. The position accounts for 0.44% of the portfolio, ranked #58.

Herold Advisors first reported a position in BMY in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.33M in Q4 2022. 694 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Herold Advisors held 35,896 shares of Bristol-Myers Squibb worth $2.24M as of Q3 2026.
  • Herold Advisors sold 14 Bristol-Myers Squibb shares in Q3 2026, an estimated $885.
  • Bristol-Myers Squibb made up 0.44% of Herold Advisors's portfolio in Q3 2026, its #58 holding.
  • Herold Advisors first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Bristol-Myers Squibb position peaked at $2.33M in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.