Keystone Financial Planning
BMY icon

Keystone Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Keystone Financial Planning’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 		$9.7M Sell
155,174
-1,594
-1% -$101K 2.4% 11
2026
Q2 		$9.03M Sell
156,768
-2,755
-2% -$158K 2.33% 13
2026
Q1 		$9.7M Hold
159,523
– – 2.58% 6
2025
Q4 		$8.6M Sell
159,523
-4,490
-3% -$216K 2.5% 10
2025
Q3 		$7.4M Buy
164,013
+1,763
+1% +$82.3K 2.15% 11
2025
Q2 		$7.51M Buy
162,250
+2,591
+2% +$127K 2.27% 10
2025
Q1 		$9.7M Buy
159,659
+552
+0.3% +$32.2K 2.9% 4
2024
Q4 		$9M Buy
159,107
+183
+0.1% +$10.2K 2.79% 5
2024
Q3 		$8.22M Buy
158,924
+23,098
+17% +$1.08M 2.49% 6
2024
Q2 		$5.64M Buy
135,826
+1,899
+1% +$85K 1.87% 15
2024
Q1 		$7.26M Buy
133,927
+10,858
+9% +$553K 2.36% 10
2023
Q4 		$6.31M Buy
123,069
+7,640
+7% +$401K 2.09% 14
2023
Q3 		$6.7M Buy
+115,429
New +$7.07M 2.34% 10
2022
Q2 		– Sell
-120,095
Closed -$8.77M – 47
2022
Q1 		$8.77M Buy
120,095
+2,971
+3% +$199K 2.93% 6
2021
Q4 		$7.3M Buy
+117,124
New +$6.87M 2.49% 12
2014
Q4 		– Sell
-54,954
Closed -$2.81M – 47
2014
Q3 		$2.81M Sell
54,954
-478
-0.9% -$23.9K 2.12% 26
2014
Q2 		$2.69M Sell
55,432
-1,066
-2% -$52.5K 2.03% 25
2014
Q1 		$2.94M Sell
56,498
-1,400
-2% -$74.5K 2.27% 24
2013
Q4 		$3.08M Buy
+57,898
New +$2.95M 2.46% 22

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 $57.1B AUM 43.46% 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

Keystone Financial Planning's BMY Position: Q3 2026 in Review

Keystone Financial Planning reduced its Bristol-Myers Squibb (BMY) stake by 1% in Q3 2026, selling an estimated $101K and leaving 155,174 shares worth $9.7M. The position accounts for 2.4% of the portfolio, ranked #11.

Keystone Financial Planning first reported a position in BMY in Q4 2013 and has held it in 19 quarters since. The position peaked at $9.7M in Q1 2025. 1,266 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Keystone Financial Planning held 155,174 shares of Bristol-Myers Squibb worth $9.7M as of Q3 2026.
  • Keystone Financial Planning sold 1,594 Bristol-Myers Squibb shares in Q3 2026, an estimated $101K.
  • Bristol-Myers Squibb made up 2.4% of Keystone Financial Planning's portfolio in Q3 2026, its #11 holding.
  • Keystone Financial Planning first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 19 quarters since.
  • Keystone Financial Planning's Bristol-Myers Squibb position peaked at $9.7M in Q1 2025.
  • 1,266 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.