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Monument Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Monument Capital 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 		$1.53M Buy
24,484
+11,617
+90% +$734K 0.32% 93
2026
Q2 		$741K Buy
12,867
+3,742
+41% +$215K 0.15% 127
2026
Q1 		$553K Buy
+9,125
New +$532K 0.14% 129
2025
Q1 		– Sell
-3,655
Closed -$207K – 197
2024
Q4 		$207K Buy
+3,655
New +$204K 0.06% 193
2023
Q2 		– Sell
-5,567
Closed -$386K – 162
2023
Q1 		$386K Sell
5,567
-1,072
-16% -$75.6K 0.13% 116
2022
Q4 		$478K Buy
6,639
+2,031
+44% +$153K 0.16% 102
2022
Q3 		$328K Sell
4,608
-1,162
-20% -$84.3K 0.12% 120
2022
Q2 		$444K Buy
5,770
+2,276
+65% +$173K 0.17% 103
2022
Q1 		$255K Buy
+3,494
New +$235K 0.08% 122
2021
Q3 		– Sell
-3,178
Closed -$212K – 146
2021
Q2 		$212K Buy
+3,178
New +$207K 0.07% 137
2018
Q4 		– Sell
-30
Closed -$2K – 122
2018
Q3 		$2K Buy
+30
New +$1.78K ﹤0.01% 235

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

Monument Capital Management's BMY Position: Q3 2026 in Review

Monument Capital Management increased its Bristol-Myers Squibb (BMY) stake by 90% in Q3 2026, buying an estimated $734K and bringing the position to 24,484 shares worth $1.53M. The position accounts for 0.32% of the portfolio, ranked #93.

Monument Capital Management first reported a position in BMY in Q3 2018 and has held it in 11 quarters since. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Monument Capital Management held 24,484 shares of Bristol-Myers Squibb worth $1.53M as of Q3 2026.
  • Monument Capital Management bought 11,617 Bristol-Myers Squibb shares in Q3 2026, an estimated $734K.
  • Bristol-Myers Squibb made up 0.32% of Monument Capital Management's portfolio in Q3 2026, its #93 holding.
  • Monument Capital Management first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 11 quarters since.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

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