InvesTrust
BMY icon

InvesTrust’s Bristol-Myers Squibb BMY Stock Holding History

InvesTrust’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 		$2.16M Sell
34,574
-4,944
-13% -$312K 0.87% 39
2026
Q2 		$2.28M Sell
39,518
-650
-2% -$37.3K 0.88% 43
2026
Q1 		$2.44M Buy
40,168
+903
+2% +$52.6K 1.02% 37
2025
Q4 		$2.12M Sell
39,265
-2,054
-5% -$98.8K 0.82% 42
2025
Q3 		$1.86M Buy
41,319
+335
+0.8% +$15.6K 0.68% 52
2025
Q2 		$1.9M Sell
40,984
-74,178
-64% -$3.64M 0.73% 49
2025
Q1 		$7.02M Buy
115,162
+513
+0.4% +$29.9K 1.92% 20
2024
Q4 		$6.47M Buy
+114,649
New +$6.41M 1.8% 24

Other funds holding BMY

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

InvesTrust's BMY Position: Q3 2026 in Review

InvesTrust reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q3 2026, selling an estimated $312K and leaving 34,574 shares worth $2.16M. The position accounts for 0.87% of the portfolio, ranked #39.

InvesTrust first reported a position in BMY in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.02M in Q1 2025. 1,171 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • InvesTrust held 34,574 shares of Bristol-Myers Squibb worth $2.16M as of Q3 2026.
  • InvesTrust sold 4,944 Bristol-Myers Squibb shares in Q3 2026, an estimated $312K.
  • Bristol-Myers Squibb made up 0.87% of InvesTrust's portfolio in Q3 2026, its #39 holding.
  • InvesTrust first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Bristol-Myers Squibb position peaked at $7.02M in Q1 2025.
  • 1,171 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.