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

Milestone 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 		– Sell
-141,848
Closed -$8.17M – 241
2026
Q2 		$8.17M Buy
141,848
+18,139
+15% +$1.04M 1.28% 11
2026
Q1 		$7.5M Buy
123,709
+81,984
+196% +$4.78M 1.38% 8
2025
Q4 		$2.25M Buy
+41,725
New +$2.01M 0.42% 50
2025
Q2 		– Sell
-54,006
Closed -$3.29M – 208
2025
Q1 		$3.29M Buy
54,006
+27,297
+102% +$1.59M 0.7% 32
2024
Q4 		$1.51M Buy
+26,709
New +$1.49M 0.33% 77

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

Milestone Asset Management's BMY Position: Q3 2026 in Review

Milestone Asset Management sold out of Bristol-Myers Squibb (BMY) in Q3 2026, closing a stake of 141,848 shares — an estimated $8.17M sold.

Milestone Asset Management first reported a position in BMY in Q4 2024 and held it in 5 quarters. The position peaked at $8.17M in Q2 2026. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Milestone Asset Management reported no remaining Bristol-Myers Squibb position as of Q3 2026 after selling out during the quarter.
  • Milestone Asset Management sold 141,848 Bristol-Myers Squibb shares in Q3 2026, an estimated $8.17M.
  • Milestone Asset Management first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 5 quarters.
  • Milestone Asset Management's Bristol-Myers Squibb position peaked at $8.17M in Q2 2026.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.