Mosley Wealth Management
BMY icon

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

Mosley 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 		$230K Buy
3,800
+429
+13% +$27.1K 0.07% 155
2026
Q2 		$194K Buy
3,371
+3,200
+1,871% +$184K 0.06% 157
2026
Q1 		$7.72K Buy
+171
New +$10K ﹤0.01% 319
2024
Q3 		– Sell
-6,937
Closed -$288K – 116
2024
Q2 		$288K Buy
6,937
+730
+12% +$32.7K 0.25% 84
2024
Q1 		$337K Sell
6,207
-72
-1% -$3.67K 0.32% 73
2023
Q4 		$322K Buy
+6,279
New +$330K 0.32% 69

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

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

Mosley Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 13% in Q3 2026, buying an estimated $27.1K and bringing the position to 3,800 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #155.

Mosley Wealth Management first reported a position in BMY in Q4 2023 and has held it in 6 quarters since. The position peaked at $337K in Q1 2024. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Mosley Wealth Management held 3,800 shares of Bristol-Myers Squibb worth $230K as of Q3 2026.
  • Mosley Wealth Management bought 429 Bristol-Myers Squibb shares in Q3 2026, an estimated $27.1K.
  • Bristol-Myers Squibb made up 0.07% of Mosley Wealth Management's portfolio in Q3 2026, its #155 holding.
  • Mosley Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 6 quarters since.
  • Mosley Wealth Management's Bristol-Myers Squibb position peaked at $337K in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.