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LifeGoal Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

LifeGoal Wealth 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 		$331K Sell
5,305
-313
-6% -$19.8K 0.1% 125
2026
Q2 		$324K Sell
5,618
-1,206
-18% -$69.3K 0.15% 93
2026
Q1 		$421K Buy
+6,824
New +$398K 0.24% 61

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

LifeGoal Wealth Advisors's BMY Position: Q3 2026 in Review

LifeGoal Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 5.6% in Q3 2026, selling an estimated $19.8K and leaving 5,305 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #125.

LifeGoal Wealth Advisors first reported a position in BMY in Q1 2026 and has held it in 3 quarters since. The position peaked at $421K in Q1 2026. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • LifeGoal Wealth Advisors held 5,305 shares of Bristol-Myers Squibb worth $331K as of Q3 2026.
  • LifeGoal Wealth Advisors sold 313 Bristol-Myers Squibb shares in Q3 2026, an estimated $19.8K.
  • Bristol-Myers Squibb made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #125 holding.
  • LifeGoal Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's Bristol-Myers Squibb position peaked at $421K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.