Lakeside Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Lakeside Advisors’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	$287K	Sell	4,592 -217	-5%	-$13.7K	0.17%	61
2026 Q2	$277K	Buy	4,809 +252	+6%	+$14.5K	0.17%	58
2026 Q1	$276K	Buy	4,557 +2	+0%	+$117	0.18%	60
2025 Q4	$246K	Buy	+4,555	New	+$219K	0.16%	59
2025 Q3	–	Sell	-4,399	Closed	-$204K	–	64
2025 Q2	$204K	Buy	4,399 +3	+0.1%	+$147	0.13%	61
2025 Q1	$268K	Buy	4,396 +2	+0%	+$117	0.18%	56
2024 Q4	$249K	Buy	4,394 +302	+7%	+$16.9K	0.16%	58
2024 Q3	$212K	Buy	+4,092	New	+$192K	0.13%	63

Other funds holding BMY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Primecap Management Pasadena, California $161B AUM 86.05% 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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Lakeside Advisors's BMY Position: Q3 2026 in Review

Lakeside Advisors reduced its Bristol-Myers Squibb (BMY) stake by 4.5% in Q3 2026, selling an estimated $13.7K and leaving 4,592 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #61.

Lakeside Advisors first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. 2,009 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Lakeside Advisors held 4,592 shares of Bristol-Myers Squibb worth $287K as of Q3 2026.
Lakeside Advisors sold 217 Bristol-Myers Squibb shares in Q3 2026, an estimated $13.7K.
Bristol-Myers Squibb made up 0.17% of Lakeside Advisors's portfolio in Q3 2026, its #61 holding.
Lakeside Advisors first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
2,009 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.