Hohimer Wealth Management
BMY icon

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

Hohimer 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 		$412K Buy
6,603
+289
+5% +$18.3K 0.04% 236
2026
Q2 		$364K Buy
6,314
+13
+0.2% +$746 0.04% 252
2026
Q1 		$382K Sell
6,301
-9
-0.1% -$525 0.05% 226
2025
Q4 		$340K Sell
6,310
-158
-2% -$7.6K 0.05% 214
2025
Q3 		$292K Buy
6,468
+66
+1% +$3.08K 0.04% 225
2025
Q2 		$296K Sell
6,402
-2,831
-31% -$139K 0.05% 184
2025
Q1 		$563K Sell
9,233
-58,020
-86% -$3.38M 0.11% 145
2024
Q4 		$3.8M Sell
67,253
-1,223
-2% -$68.3K 0.72% 46
2024
Q3 		$3.54M Sell
68,476
-962
-1% -$45.1K 0.76% 54
2024
Q2 		$2.88M Buy
69,438
+45,884
+195% +$2.05M 0.67% 65
2024
Q1 		$1.28M Sell
23,554
-1,008
-4% -$51.3K 0.3% 92
2023
Q4 		$1.26M Sell
24,562
-20,225
-45% -$1.06M 0.32% 87
2023
Q3 		$2.6M Sell
44,787
-2,565
-5% -$157K 0.74% 44
2023
Q2 		$3.03M Sell
47,352
-2,308
-5% -$155K 0.84% 41
2023
Q1 		$3.44M Buy
49,660
+43,676
+730% +$3.08M 1% 30
2022
Q4 		$431K Sell
5,984
-10,590
-64% -$799K 0.14% 120
2022
Q3 		$1.18M Hold
16,574
– – 0.38% 81
2022
Q2 		$1.28M Sell
16,574
-10,408
-39% -$793K 0.38% 83
2022
Q1 		$1.97M Buy
26,982
+389
+1% +$26.1K 0.39% 84
2021
Q4 		$1.66M Sell
26,593
-2,088
-7% -$122K 0.35% 90
2021
Q3 		$1.7M Sell
28,681
-45,244
-61% -$2.98M 0.36% 93
2021
Q2 		$4.94M Buy
73,925
+15,533
+27% +$1.01M 1.01% 25
2021
Q1 		$3.69M Buy
58,392
+5,615
+11% +$349K 0.9% 32
2020
Q4 		$3.27M Sell
52,777
-229
-0.4% -$14.1K 0.87% 32
2020
Q3 		$3.22M Buy
53,006
+6,606
+14% +$398K 0.92% 26
2020
Q2 		$2.73M Buy
46,400
+11,360
+32% +$679K 0.94% 29
2020
Q1 		$2.19M Sell
35,040
-415
-1% -$25.4K 0.93% 33
2019
Q4 		$2.28M Buy
+35,455
New +$2.03M 0.79% 28

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hohimer Wealth Management's BMY Position: Q3 2026 in Review

Hohimer Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 4.6% in Q3 2026, buying an estimated $18.3K and bringing the position to 6,603 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #236.

Hohimer Wealth Management first reported a position in BMY in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.94M in Q2 2021. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Hohimer Wealth Management held 6,603 shares of Bristol-Myers Squibb worth $412K as of Q3 2026.
  • Hohimer Wealth Management bought 289 Bristol-Myers Squibb shares in Q3 2026, an estimated $18.3K.
  • Bristol-Myers Squibb made up 0.04% of Hohimer Wealth Management's portfolio in Q3 2026, its #236 holding.
  • Hohimer Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 28 quarters since.
  • Hohimer Wealth Management's Bristol-Myers Squibb position peaked at $4.94M in Q2 2021.
  • 1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.