Jeppson Wealth Management
BMY icon

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

Jeppson 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 		$1.19M Sell
19,091
-120
-0.6% -$7.58K 0.34% 65
2026
Q2 		$1.11M Sell
19,211
-205
-1% -$11.8K 0.33% 71
2026
Q1 		$1.18M Sell
19,416
-151
-0.8% -$8.8K 0.37% 64
2025
Q4 		$1.06M Buy
19,567
+820
+4% +$39.4K 0.33% 68
2025
Q3 		$845K Buy
18,747
+1,580
+9% +$73.8K 0.27% 86
2025
Q2 		$795K Buy
17,167
+2,376
+16% +$117K 0.27% 85
2025
Q1 		$902K Sell
14,791
-270
-2% -$15.7K 0.33% 80
2024
Q4 		$852K Sell
15,061
-2
-0% -$112 0.31% 81
2024
Q3 		$779K Buy
15,063
+334
+2% +$15.7K 0.28% 86
2024
Q2 		$612K Sell
14,729
-14,622
-50% -$654K 0.23% 97
2024
Q1 		$1.59M Sell
29,351
-135
-0.5% -$6.88K 0.62% 42
2023
Q4 		$1.51M Buy
29,486
+14,329
+95% +$752K 0.63% 42
2023
Q3 		$880K Sell
15,157
-1,980
-12% -$121K 0.4% 67
2023
Q2 		$1.1M Hold
17,137
– – 0.48% 54
2023
Q1 		$1.19M Sell
17,137
-25
-0.1% -$1.76K 0.52% 48
2022
Q4 		$1.23M Sell
17,162
-50
-0.3% -$3.77K 0.52% 44
2022
Q3 		$1.22M Hold
17,212
– – 0.55% 39
2022
Q2 		$1.32M Hold
17,212
– – 0.57% 40
2022
Q1 		$1.26M Sell
17,212
-493
-3% -$33.1K 0.59% 41
2021
Q4 		$1.1M Sell
17,705
-310
-2% -$18.2K 0.53% 48
2021
Q3 		$1.06M Buy
18,015
+35
+0.2% +$2.3K 0.56% 45
2021
Q2 		$1.2M Hold
17,980
– – 0.65% 40
2021
Q1 		$1.14M Sell
17,980
-55
-0.3% -$3.42K 0.67% 37
2020
Q4 		$1.12M Sell
18,035
-471
-3% -$29K 0.74% 29
2020
Q3 		$1.12M Buy
+18,506
New +$1.11M 0.87% 23

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Jeppson Wealth Management's BMY Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.62% in Q3 2026, selling an estimated $7.58K and leaving 19,091 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #65.

Jeppson Wealth Management first reported a position in BMY in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.59M in Q1 2024. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Jeppson Wealth Management held 19,091 shares of Bristol-Myers Squibb worth $1.19M as of Q3 2026.
  • Jeppson Wealth Management sold 120 Bristol-Myers Squibb shares in Q3 2026, an estimated $7.58K.
  • Bristol-Myers Squibb made up 0.34% of Jeppson Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Jeppson Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Bristol-Myers Squibb position peaked at $1.59M in Q1 2024.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.