Leo Wealth LLC
BMY icon

Leo Wealth LLC’s Bristol-Myers Squibb BMY Stock Holding History

Leo Wealth LLC’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 		$2.45M Buy
+39,189
New +$2.48M 0.52% 43
2026
Q1 		$4M Buy
65,938
+13,804
+26% +$805K 0.29% 74
2025
Q4 		$2.81M Buy
52,134
+14,033
+37% +$675K 0.2% 86
2025
Q3 		$1.72M Sell
38,101
-7,131
-16% -$333K 0.22% 84
2025
Q2 		$2.09M Buy
45,232
+38,286
+551% +$1.88M 0.16% 112
2025
Q1 		$424K Sell
6,946
-8,019
-54% -$467K 0.06% 186
2024
Q4 		$846K Buy
14,965
+5,085
+51% +$284K 0.08% 171
2024
Q3 		$511K Sell
9,880
-861
-8% -$40.4K 0.05% 222
2024
Q2 		$445K Sell
10,741
-32,987
-75% -$1.48M 0.05% 232
2024
Q1 		$2.36M Sell
43,728
-2,841
-6% -$145K 0.24% 72
2023
Q4 		$2.41M Buy
+46,569
New +$2.44M 0.25% 71

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Leo Wealth LLC's BMY Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 39,189 shares worth $2.45M. The stake represents 0.52% of the portfolio and ranks #43 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in BMY as recently as Q1 2026.

Leo Wealth LLC first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4M in Q1 2026. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Leo Wealth LLC held 39,189 shares of Bristol-Myers Squibb worth $2.45M as of Q3 2026.
  • Bristol-Myers Squibb was a new Leo Wealth LLC position in Q3 2026.
  • Bristol-Myers Squibb made up 0.52% of Leo Wealth LLC's portfolio in Q3 2026, its #43 holding.
  • Leo Wealth LLC first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
  • Leo Wealth LLC's Bristol-Myers Squibb position peaked at $4M in Q1 2026.
  • 1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.