MBA Advisors
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MBA Advisors’s Bristol-Myers Squibb BMY Stock Holding History

MBA 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 		$431K Buy
6,910
+193
+3% +$12.2K 0.14% 100
2026
Q2 		$387K Buy
6,717
+484
+8% +$27.8K 0.13% 105
2026
Q1 		$378K Buy
6,233
+215
+4% +$12.5K 0.15% 97
2025
Q4 		$325K Sell
6,018
-1,073
-15% -$51.6K 0.13% 108
2025
Q3 		$320K Buy
7,091
+325
+5% +$15.2K 0.14% 106
2025
Q2 		$313K Buy
6,766
+776
+13% +$38.1K 0.14% 103
2025
Q1 		$365K Buy
5,990
+120
+2% +$7K 0.18% 97
2024
Q4 		$332K Sell
5,870
-969
-14% -$54.1K 0.17% 99
2024
Q3 		$354K Buy
6,839
+684
+11% +$32.1K 0.17% 96
2024
Q2 		$256K Sell
6,155
-1,854
-23% -$83K 0.13% 113
2024
Q1 		$434K Buy
8,009
+18
+0.2% +$917 0.22% 82
2023
Q4 		$410K Sell
7,991
-3,995
-33% -$210K 0.23% 83
2023
Q3 		$696K Sell
11,986
-140
-1% -$8.58K 0.43% 55
2023
Q2 		$775K Buy
12,126
+6,761
+126% +$453K 0.46% 51
2023
Q1 		$372K Sell
5,365
-50
-0.9% -$3.53K 0.23% 84
2022
Q4 		$390K Hold
5,415
– – 0.25% 82
2022
Q3 		$385K Buy
5,415
+500
+10% +$36.3K 0.28% 75
2022
Q2 		$378K Hold
4,915
– – 0.26% 79
2022
Q1 		$359K Hold
4,915
– – 0.22% 99
2021
Q4 		$306K Buy
+4,915
New +$288K 0.19% 114

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

MBA Advisors's BMY Position: Q3 2026 in Review

MBA Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.9% in Q3 2026, buying an estimated $12.2K and bringing the position to 6,910 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #100.

MBA Advisors first reported a position in BMY in Q4 2021 and has held it in 20 quarters since. The position peaked at $775K in Q2 2023. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • MBA Advisors held 6,910 shares of Bristol-Myers Squibb worth $431K as of Q3 2026.
  • MBA Advisors bought 193 Bristol-Myers Squibb shares in Q3 2026, an estimated $12.2K.
  • Bristol-Myers Squibb made up 0.14% of MBA Advisors's portfolio in Q3 2026, its #100 holding.
  • MBA Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 20 quarters since.
  • MBA Advisors's Bristol-Myers Squibb position peaked at $775K in Q2 2023.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.