Howard Financial Services
BMY icon

Howard Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Howard Financial Services’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 		$273K Buy
4,378
+470
+12% +$29.7K 0.03% 194
2026
Q2 		$225K Buy
3,908
+138
+4% +$7.92K 0.02% 210
2026
Q1 		$229K Buy
+3,770
New +$220K 0.03% 205

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

Howard Financial Services's BMY Position: Q3 2026 in Review

Howard Financial Services increased its Bristol-Myers Squibb (BMY) stake by 12% in Q3 2026, buying an estimated $29.7K and bringing the position to 4,378 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #194.

Howard Financial Services first reported a position in BMY in Q1 2026 and has held it in 3 quarters since. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Howard Financial Services held 4,378 shares of Bristol-Myers Squibb worth $273K as of Q3 2026.
  • Howard Financial Services bought 470 Bristol-Myers Squibb shares in Q3 2026, an estimated $29.7K.
  • Bristol-Myers Squibb made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #194 holding.
  • Howard Financial Services first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 3 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.