Highline Wealth Partners
BMY icon

Highline Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Highline Wealth Partners’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 		$36.1K Buy
578
+129
+29% +$8.15K 0.01% 314
2026
Q2 		$25.9K Sell
449
-60
-12% -$3.44K 0.01% 350
2026
Q1 		$30.9K Buy
509
+202
+66% +$11.8K 0.01% 232
2025
Q4 		$16.6K Buy
307
+159
+107% +$7.65K ﹤0.01% 291
2025
Q3 		$6.68K Sell
148
-20
-12% -$934 ﹤0.01% 503
2025
Q2 		$7.79K Sell
168
-226
-57% -$11.1K ﹤0.01% 371
2025
Q1 		$24K Buy
394
+95
+32% +$5.54K 0.01% 187
2024
Q4 		$16.9K Buy
299
+97
+48% +$5.42K 0.01% 193
2024
Q3 		$10.4K Buy
202
+41
+25% +$1.92K ﹤0.01% 249
2024
Q2 		$6.7K Buy
161
+11
+7% +$492 ﹤0.01% 258
2024
Q1 		$8.14K Hold
150
– – ﹤0.01% 242
2023
Q4 		$7.7K Buy
150
+110
+275% +$5.77K ﹤0.01% 224
2023
Q3 		$2.32K Hold
40
– – ﹤0.01% 268
2023
Q2 		$2.56K Sell
40
-47
-54% -$3.15K ﹤0.01% 216
2023
Q1 		$6.03K Buy
87
+47
+118% +$3.32K ﹤0.01% 174
2022
Q4 		$2.88K Hold
40
– – ﹤0.01% 199
2022
Q3 		$2.84K Buy
+40
New +$2.9K ﹤0.01% 193

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Highline Wealth Partners's BMY Position: Q3 2026 in Review

Highline Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 29% in Q3 2026, buying an estimated $8.15K and bringing the position to 578 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #314.

Highline Wealth Partners first reported a position in BMY in Q3 2022 and has held it in 17 quarters since. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Highline Wealth Partners held 578 shares of Bristol-Myers Squibb worth $36.1K as of Q3 2026.
  • Highline Wealth Partners bought 129 Bristol-Myers Squibb shares in Q3 2026, an estimated $8.15K.
  • Bristol-Myers Squibb made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #314 holding.
  • Highline Wealth Partners first reported a position in Bristol-Myers Squibb in Q3 2022 and has held it in 17 quarters since.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.