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

Jamison Private 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	$2.43M	Sell	38,864 -1,367	-3%	-$86.4K	0.25%	82
2026 Q2	$2.32M	Buy	40,231 +64	+0.2%	+$3.68K	0.23%	86
2026 Q1	$2.44M	Buy	40,167 +2,862	+8%	+$167K	0.3%	78
2025 Q4	$2.01M	Sell	37,305 -1,196	-3%	-$57.5K	0.24%	86
2025 Q3	$1.74M	Sell	38,501 -2,216	-5%	-$103K	0.22%	93
2025 Q2	$1.88M	Sell	40,717 -598	-1%	-$29.4K	0.27%	81
2025 Q1	$2.52M	Sell	41,315 -2,159	-5%	-$126K	0.38%	64
2024 Q4	$2.46M	Sell	43,474 -1,266	-3%	-$70.7K	0.36%	64
2024 Q3	$2.31M	Sell	44,740 -3,441	-7%	-$161K	0.35%	67
2024 Q2	$2M	Sell	48,181 -1,199	-2%	-$53.6K	0.33%	69
2024 Q1	$2.68M	Sell	49,380 -698	-1%	-$35.6K	0.45%	55
2023 Q4	$2.57M	Sell	50,078 -5,426	-10%	-$285K	0.48%	56
2023 Q3	$3.22M	Buy	+55,504	New	+$3.4M	0.67%	50

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Jamison Private Wealth Management's BMY Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 3.4% in Q3 2026, selling an estimated $86.4K and leaving 38,864 shares worth $2.43M. The position accounts for 0.25% of the portfolio, ranked #82.

Jamison Private Wealth Management first reported a position in BMY in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.22M in Q3 2023. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Jamison Private Wealth Management held 38,864 shares of Bristol-Myers Squibb worth $2.43M as of Q3 2026.
Jamison Private Wealth Management sold 1,367 Bristol-Myers Squibb shares in Q3 2026, an estimated $86.4K.
Bristol-Myers Squibb made up 0.25% of Jamison Private Wealth Management's portfolio in Q3 2026, its #82 holding.
Jamison Private Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Bristol-Myers Squibb position peaked at $3.22M in Q3 2023.
1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.