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

MFG Wealth 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	$1.93M	Buy	30,984 +11,538	+59%	+$729K	1.4%	37
2026 Q2	$1.12M	Sell	19,446 -126	-0.6%	-$7.24K	0.8%	59
2026 Q1	$1.19M	Sell	19,572 -584	-3%	-$34K	0.98%	55
2025 Q4	$1.09M	Buy	+20,156	New	+$970K	0.85%	52
2025 Q1	–	Sell	-30,397	Closed	-$1.72M	–	60
2024 Q4	$1.72M	Buy	+30,397	New	+$1.7M	1.58%	32

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

MFG Wealth Management's BMY Position: Q3 2026 in Review

MFG Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 59% in Q3 2026, buying an estimated $729K and bringing the position to 30,984 shares worth $1.93M. The position accounts for 1.4% of the portfolio, ranked #37.

MFG Wealth Management first reported a position in BMY in Q4 2024 and has held it in 5 quarters since. 907 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

MFG Wealth Management held 30,984 shares of Bristol-Myers Squibb worth $1.93M as of Q3 2026.
MFG Wealth Management bought 11,538 Bristol-Myers Squibb shares in Q3 2026, an estimated $729K.
Bristol-Myers Squibb made up 1.4% of MFG Wealth Management's portfolio in Q3 2026, its #37 holding.
MFG Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 5 quarters since.
907 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

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