High Net Worth Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

High Net Worth Advisory Group’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	$250K	Hold	4,002	–	–	0.05%	225
2026 Q2	$231K	Hold	4,002	–	–	0.05%	229
2026 Q1	$243K	Sell	4,002 -134	-3%	-$7.81K	0.06%	214
2025 Q4	$223K	Sell	4,136 -1,300	-24%	-$62.5K	0.05%	224
2025 Q3	$245K	Sell	5,436 -6,405	-54%	-$299K	0.06%	207
2025 Q2	$548K	Sell	11,841 -5,435	-31%	-$267K	0.15%	124
2025 Q1	$1.05M	Buy	17,276 +302	+2%	+$17.6K	0.3%	80
2024 Q4	$960K	Buy	16,974 +5,040	+42%	+$282K	0.27%	84
2024 Q3	$617K	Buy	11,934 +75	+0.6%	+$3.52K	0.17%	116
2024 Q2	$493K	Sell	11,859 -4,187	-26%	-$187K	0.15%	117
2024 Q1	$870K	Buy	16,046 +1,055	+7%	+$53.7K	0.27%	84
2023 Q4	$769K	Sell	14,991 -3,920	-21%	-$206K	0.29%	84
2023 Q3	$1.1M	Sell	18,911 -530	-3%	-$32.5K	0.44%	58
2023 Q2	$1.24M	Sell	19,441 -2,380	-11%	-$160K	0.48%	56
2023 Q1	$1.51M	Hold	21,821	–	–	0.62%	47
2022 Q4	$1.57M	Sell	21,821 -860	-4%	-$64.8K	0.61%	42
2022 Q3	$1.61M	Sell	22,681 -3,330	-13%	-$242K	0.69%	37
2022 Q2	$2M	Buy	26,011 +7,810	+43%	+$595K	0.83%	30
2022 Q1	$1.33M	Buy	18,201 +2,000	+12%	+$134K	0.48%	54
2021 Q4	$1.01M	Buy	+16,201	New	+$950K	0.35%	64

Other funds holding BMY

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

High Net Worth Advisory Group's BMY Position: Q3 2026 in Review

High Net Worth Advisory Group held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 4,002 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #225.

High Net Worth Advisory Group first reported a position in BMY in Q4 2021 and has held it in 20 quarters since. The position peaked at $2M in Q2 2022. 2,193 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

High Net Worth Advisory Group held 4,002 shares of Bristol-Myers Squibb worth $250K as of Q3 2026.
High Net Worth Advisory Group left its Bristol-Myers Squibb share count unchanged in Q3 2026.
Bristol-Myers Squibb made up 0.05% of High Net Worth Advisory Group's portfolio in Q3 2026, its #225 holding.
High Net Worth Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 20 quarters since.
High Net Worth Advisory Group's Bristol-Myers Squibb position peaked at $2M in Q2 2022.
2,193 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.