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Lawood & Co’s Bristol-Myers Squibb BMY Stock Holding History

Lawood & Co’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 		$437K Sell
7,011
-550
-7% -$34.8K 0.3% 61
2026
Q2 		$436K Sell
7,561
-464
-6% -$26.6K 0.3% 63
2026
Q1 		$487K Sell
8,025
-200
-2% -$11.7K 0.45% 57
2025
Q4 		$444K Buy
+8,225
New +$396K 0.42% 59

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Lawood & Co's BMY Position: Q3 2026 in Review

Lawood & Co reduced its Bristol-Myers Squibb (BMY) stake by 7.3% in Q3 2026, selling an estimated $34.8K and leaving 7,011 shares worth $437K. The position accounts for 0.3% of the portfolio, ranked #61.

Lawood & Co first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. The position peaked at $487K in Q1 2026. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Lawood & Co held 7,011 shares of Bristol-Myers Squibb worth $437K as of Q3 2026.
  • Lawood & Co sold 550 Bristol-Myers Squibb shares in Q3 2026, an estimated $34.8K.
  • Bristol-Myers Squibb made up 0.3% of Lawood & Co's portfolio in Q3 2026, its #61 holding.
  • Lawood & Co first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Bristol-Myers Squibb position peaked at $487K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.