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Intelligence Driven Advisers’s Bristol-Myers Squibb BMY Stock Holding History

Intelligence Driven Advisers’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 		$258K Buy
4,127
+187
+5% +$11.8K 0.04% 117
2026
Q2 		$227K Sell
3,940
-1,265
-24% -$72.6K 0.04% 123
2026
Q1 		$316K Buy
5,205
+829
+19% +$48.3K 0.06% 93
2025
Q4 		$236K Buy
+4,376
New +$211K 0.03% 116

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Intelligence Driven Advisers's BMY Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Bristol-Myers Squibb (BMY) stake by 4.7% in Q3 2026, buying an estimated $11.8K and bringing the position to 4,127 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #117.

Intelligence Driven Advisers first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. The position peaked at $316K in Q1 2026. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Intelligence Driven Advisers held 4,127 shares of Bristol-Myers Squibb worth $258K as of Q3 2026.
  • Intelligence Driven Advisers bought 187 Bristol-Myers Squibb shares in Q3 2026, an estimated $11.8K.
  • Bristol-Myers Squibb made up 0.04% of Intelligence Driven Advisers's portfolio in Q3 2026, its #117 holding.
  • Intelligence Driven Advisers first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • Intelligence Driven Advisers's Bristol-Myers Squibb position peaked at $316K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.