Miller Financial Services
BMY icon

Miller Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Miller Financial Services’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 		$1.45M Sell
23,159
-202
-0.9% -$12.8K 1.1% 20
2026
Q2 		$1.35M Buy
23,361
+3,650
+19% +$210K 1.08% 23
2026
Q1 		$1.2M Sell
19,711
-269
-1% -$15.7K 1.31% 20
2025
Q4 		$1.08M Buy
19,980
+338
+2% +$16.3K 1.26% 22
2025
Q3 		$886K Buy
19,642
+738
+4% +$34.5K 1.02% 28
2025
Q2 		$875K Buy
18,904
+1,595
+9% +$78.3K 1.12% 24
2025
Q1 		$1.06M Sell
17,309
-186
-1% -$10.8K 1.52% 18
2024
Q4 		$990K Buy
+17,495
New +$978K 0.84% 30

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

Miller Financial Services's BMY Position: Q3 2026 in Review

Miller Financial Services reduced its Bristol-Myers Squibb (BMY) stake by 0.86% in Q3 2026, selling an estimated $12.8K and leaving 23,159 shares worth $1.45M. The position accounts for 1.1% of the portfolio, ranked #20.

Miller Financial Services first reported a position in BMY in Q4 2024 and has held it in 8 quarters since. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Miller Financial Services held 23,159 shares of Bristol-Myers Squibb worth $1.45M as of Q3 2026.
  • Miller Financial Services sold 202 Bristol-Myers Squibb shares in Q3 2026, an estimated $12.8K.
  • Bristol-Myers Squibb made up 1.1% of Miller Financial Services's portfolio in Q3 2026, its #20 holding.
  • Miller Financial Services first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 8 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.