Key Financial Inc
BMY icon

Key Financial Inc’s Bristol-Myers Squibb BMY Stock Holding History

Key Financial Inc’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 		$395K Sell
6,335
-1,604
-20% -$101K 0.06% 212
2026
Q2 		$457K Hold
7,939
– – 0.07% 197
2026
Q1 		$482K Buy
7,939
+183
+2% +$10.7K 0.09% 184
2025
Q4 		$418K Hold
7,756
– – 0.08% 198
2025
Q3 		$368K Buy
7,756
+1,603
+26% +$74.9K 0.07% 209
2025
Q2 		$285K Sell
6,153
-136
-2% -$6.68K 0.06% 232
2025
Q1 		$384K Sell
6,289
-550
-8% -$32.1K 0.08% 184
2024
Q4 		$387K Sell
6,839
-131
-2% -$7.32K 0.09% 174
2024
Q3 		$361K Buy
6,970
+29
+0.4% +$1.36K 0.08% 187
2024
Q2 		$288K Hold
6,941
– – 0.07% 198
2024
Q1 		$376K Hold
6,941
– – 0.1% 168
2023
Q4 		$356K Buy
6,941
+61
+0.9% +$3.2K 0.1% 157
2023
Q3 		$399K Sell
6,880
-182
-3% -$11.2K 0.13% 130
2023
Q2 		$452K Buy
7,062
+182
+3% +$12.2K 0.15% 122
2023
Q1 		$477K Sell
6,880
-882
-11% -$62.2K 0.17% 109
2022
Q4 		$552K Hold
7,762
– – 0.26% 72
2022
Q3 		$552K Buy
7,762
+2,100
+37% +$152K 0.26% 72
2022
Q2 		$435K Buy
5,662
+125
+2% +$9.5K 0.24% 81
2022
Q1 		$404K Buy
5,537
+1,446
+35% +$97.1K 0.2% 95
2021
Q4 		$255K Buy
4,091
+342
+9% +$20.1K 0.13% 128
2021
Q3 		$222K Buy
3,749
+208
+6% +$13.7K 0.13% 140
2021
Q2 		$240K Sell
3,541
-1,482
-30% -$96.6K 0.13% 138
2021
Q1 		$317K Buy
5,023
+1,664
+50% +$104K 0.21% 94
2020
Q4 		$208K Sell
3,359
-1,632
-33% -$100K 0.15% 120
2020
Q3 		$301K Buy
+4,991
New +$300K 0.31% 78
2020
Q2 		– Sell
-4,955
Closed -$272K – 150
2020
Q1 		$272K Sell
4,955
-1,800
-27% -$110K 0.28% 73
2019
Q4 		$434K Buy
+6,755
New +$387K 0.41% 59

Other funds holding BMY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Key Financial Inc's BMY Position: Q3 2026 in Review

Key Financial Inc reduced its Bristol-Myers Squibb (BMY) stake by 20% in Q3 2026, selling an estimated $101K and leaving 6,335 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #212.

Key Financial Inc first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $552K in Q3 2022. 1,811 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Key Financial Inc held 6,335 shares of Bristol-Myers Squibb worth $395K as of Q3 2026.
  • Key Financial Inc sold 1,604 Bristol-Myers Squibb shares in Q3 2026, an estimated $101K.
  • Bristol-Myers Squibb made up 0.06% of Key Financial Inc's portfolio in Q3 2026, its #212 holding.
  • Key Financial Inc first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's Bristol-Myers Squibb position peaked at $552K in Q3 2022.
  • 1,811 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.