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MJT & Associates Financial Advisory’s Bristol-Myers Squibb BMY Stock Holding History

MJT & Associates Financial Advisory’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 		$37.4K Sell
600
-1,100
-65% -$69.5K 0.02% 81
2026
Q2 		$98K Hold
1,700
– – 0.06% 68
2026
Q1 		$103K Hold
1,700
– – 0.08% 60
2025
Q4 		$91.7K Hold
1,700
– – 0.07% 67
2025
Q3 		$76.7K Sell
1,700
-300
-15% -$14K 0.06% 68
2025
Q2 		$92.6K Hold
2,000
– – 0.11% 73
2025
Q1 		$122K Buy
+2,000
New +$117K 0.12% 72

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

MJT & Associates Financial Advisory's BMY Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Bristol-Myers Squibb (BMY) stake by 65% in Q3 2026, selling an estimated $69.5K and leaving 600 shares worth $37.4K. The position accounts for 0.02% of the portfolio, ranked #81.

MJT & Associates Financial Advisory first reported a position in BMY in Q1 2025 and has held it in 7 quarters since. The position peaked at $122K in Q1 2025. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • MJT & Associates Financial Advisory held 600 shares of Bristol-Myers Squibb worth $37.4K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 1,100 Bristol-Myers Squibb shares in Q3 2026, an estimated $69.5K.
  • Bristol-Myers Squibb made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #81 holding.
  • MJT & Associates Financial Advisory first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Bristol-Myers Squibb position peaked at $122K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.