Intergy Private Wealth
BMY icon

Intergy Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Intergy Private Wealth’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 		$227K Buy
+3,638
New +$230K 0.05% 125
2026
Q2 		– Sell
-3,388
Closed -$205K – 149
2026
Q1 		$205K Buy
+3,388
New +$198K 0.06% 117

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Intergy Private Wealth's BMY Position: Q3 2026 in Review

Intergy Private Wealth opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 3,638 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings. This is a return to the name: Intergy Private Wealth previously reported a position in BMY as recently as Q1 2026.

Intergy Private Wealth first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Intergy Private Wealth held 3,638 shares of Bristol-Myers Squibb worth $227K as of Q3 2026.
  • Bristol-Myers Squibb was a new Intergy Private Wealth position in Q3 2026.
  • Bristol-Myers Squibb made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #125 holding.
  • Intergy Private Wealth first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.