High Point Wealth Management
BMY icon

High Point Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

High Point Wealth Management’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 		$7.94K Hold
127
– – 0.01% 246
2026
Q2 		$7.34K Hold
127
– – 0.01% 226
2026
Q1 		$7.72K Hold
127
– – 0.01% 221
2025
Q4 		$6.87K Buy
+127
New +$6.11K 0.01% 221

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

High Point Wealth Management's BMY Position: Q3 2026 in Review

High Point Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 127 shares worth $7.94K. The position accounts for 0.01% of the portfolio, ranked #246.

High Point Wealth Management first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. 1,630 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • High Point Wealth Management held 127 shares of Bristol-Myers Squibb worth $7.94K as of Q3 2026.
  • High Point Wealth Management left its Bristol-Myers Squibb share count unchanged in Q3 2026.
  • Bristol-Myers Squibb made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #246 holding.
  • High Point Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.