Lantz Financial
BMY icon

Lantz Financial’s Bristol-Myers Squibb BMY Stock Holding History

Lantz Financial’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 		$807K Buy
12,932
+99
+0.8% +$6.26K 0.15% 132
2026
Q2 		$739K Buy
12,833
+1
+0% +$57 0.14% 144
2026
Q1 		$778K Buy
12,832
+796
+7% +$46.4K 0.16% 134
2025
Q4 		$649K Buy
12,036
+2,901
+32% +$140K 0.14% 141
2025
Q3 		$412K Buy
9,135
+1,198
+15% +$55.9K 0.09% 173
2025
Q2 		$367K Sell
7,937
-5,621
-41% -$276K 0.09% 166
2025
Q1 		$827K Sell
13,558
-723
-5% -$42.1K 0.23% 108
2024
Q4 		$808K Sell
14,281
-545
-4% -$30.5K 0.22% 106
2024
Q3 		$767K Buy
14,826
+3,027
+26% +$142K 0.21% 107
2024
Q2 		$490K Buy
11,799
+1,747
+17% +$78.2K 0.15% 129
2024
Q1 		$545K Buy
10,052
+2,742
+38% +$140K 0.18% 118
2023
Q4 		$375K Buy
7,310
+1,292
+21% +$67.8K 0.14% 137
2023
Q3 		$349K Buy
6,018
+67
+1% +$4.1K 0.14% 134
2023
Q2 		$381K Buy
5,951
+352
+6% +$23.6K 0.15% 126
2023
Q1 		$388K Sell
5,599
-303
-5% -$21.4K 0.16% 119
2022
Q4 		$425K Sell
5,902
-1,138
-16% -$85.8K 0.19% 113
2022
Q3 		$500K Sell
7,040
-710
-9% -$51.5K 0.26% 92
2022
Q2 		$597K Sell
7,750
-1,260
-14% -$96K 0.27% 89
2022
Q1 		$658K Buy
9,010
+1,934
+27% +$130K 0.27% 90
2021
Q4 		$441K Buy
7,076
+1,564
+28% +$91.7K 0.2% 100
2021
Q3 		$326K Buy
5,512
+500
+10% +$32.9K 0.17% 117
2021
Q2 		$335K Sell
5,012
-168
-3% -$11K 0.17% 113
2021
Q1 		$327K Sell
5,180
-749
-13% -$46.6K 0.19% 101
2020
Q4 		$368K Buy
5,929
+34
+0.6% +$2.09K 0.23% 88
2020
Q3 		$355K Buy
5,895
+342
+6% +$20.6K 0.24% 85
2020
Q2 		$327K Buy
5,553
+732
+15% +$43.8K 0.24% 84
2020
Q1 		$269K Hold
4,821
– – 0.21% 91
2019
Q4 		$309K Sell
4,821
-200
-4% -$11.5K 0.18% 105
2019
Q3 		$247K Sell
5,021
-200
-4% -$9.4K 0.17% 111
2019
Q2 		$244K Sell
5,221
-437
-8% -$20.4K 0.17% 110
2019
Q1 		$270K Buy
+5,658
New +$282K 0.2% 95

Other funds holding BMY

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lantz Financial's BMY Position: Q3 2026 in Review

Lantz Financial increased its Bristol-Myers Squibb (BMY) stake by 0.77% in Q3 2026, buying an estimated $6.26K and bringing the position to 12,932 shares worth $807K. The position accounts for 0.15% of the portfolio, ranked #132.

Lantz Financial first reported a position in BMY in Q1 2019 and has held it in 31 quarters since. The position peaked at $827K in Q1 2025. 1,679 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Lantz Financial held 12,932 shares of Bristol-Myers Squibb worth $807K as of Q3 2026.
  • Lantz Financial bought 99 Bristol-Myers Squibb shares in Q3 2026, an estimated $6.26K.
  • Bristol-Myers Squibb made up 0.15% of Lantz Financial's portfolio in Q3 2026, its #132 holding.
  • Lantz Financial first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Bristol-Myers Squibb position peaked at $827K in Q1 2025.
  • 1,679 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.