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Legacy Wealth Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Wealth Asset Management’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 		$826K Buy
13,231
+92
+0.7% +$5.81K 0.18% 163
2026
Q2 		$757K Sell
13,139
-8
-0.1% -$459 0.17% 187
2026
Q1 		$797K Buy
13,147
+526
+4% +$30.7K 0.19% 163
2025
Q4 		$681K Buy
12,621
+2,124
+20% +$102K 0.17% 196
2025
Q3 		$473K Buy
10,497
+291
+3% +$13.6K 0.12% 264
2025
Q2 		$472K Buy
10,206
+170
+2% +$8.35K 0.12% 260
2025
Q1 		$612K Buy
10,036
+52
+0.5% +$3.03K 0.17% 200
2024
Q4 		$565K Sell
9,984
-304
-3% -$17K 0.15% 218
2024
Q3 		$532K Buy
10,288
+215
+2% +$10.1K 0.14% 236
2024
Q2 		$418K Buy
10,073
+213
+2% +$9.53K 0.12% 260
2024
Q1 		$535K Buy
9,860
+545
+6% +$27.8K 0.15% 221
2023
Q4 		$478K Sell
9,315
-24
-0.3% -$1.26K 0.16% 231
2023
Q3 		$542K Buy
9,339
+44
+0.5% +$2.7K 0.2% 177
2023
Q2 		$594K Sell
9,295
-2,702
-23% -$181K 0.21% 162
2023
Q1 		$832K Buy
11,997
+29
+0.2% +$2.04K 0.3% 98
2022
Q4 		$861K Buy
11,968
+69
+0.6% +$5.2K 0.33% 95
2022
Q3 		$846K Sell
11,899
-2,558
-18% -$186K 0.37% 84
2022
Q2 		$1.11M Sell
14,457
-80
-0.6% -$6.09K 0.45% 59
2022
Q1 		$1.06M Buy
14,537
+210
+1% +$14.1K 0.38% 86
2021
Q4 		$893K Buy
14,327
+2,369
+20% +$139K 0.3% 127
2021
Q3 		$708K Buy
11,958
+155
+1% +$10.2K 0.32% 130
2021
Q2 		$789K Buy
11,803
+400
+4% +$26.1K 0.35% 114
2021
Q1 		$720K Buy
11,403
+251
+2% +$15.6K 0.33% 122
2020
Q4 		$692K Buy
+11,152
New +$686K 0.35% 113

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

Legacy Wealth Asset Management's BMY Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Bristol-Myers Squibb (BMY) stake by 0.7% in Q3 2026, buying an estimated $5.81K and bringing the position to 13,231 shares worth $826K. The position accounts for 0.18% of the portfolio, ranked #163.

Legacy Wealth Asset Management first reported a position in BMY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q2 2022. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Legacy Wealth Asset Management held 13,231 shares of Bristol-Myers Squibb worth $826K as of Q3 2026.
  • Legacy Wealth Asset Management bought 92 Bristol-Myers Squibb shares in Q3 2026, an estimated $5.81K.
  • Bristol-Myers Squibb made up 0.18% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #163 holding.
  • Legacy Wealth Asset Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Bristol-Myers Squibb position peaked at $1.11M in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.