Nations Financial Group
BMY icon

Nations Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Nations Financial Group’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 		$1.14M Sell
18,233
-1,508
-8% -$95.3K 0.06% 343
2026
Q2 		$1.14M Buy
19,741
+726
+4% +$41.7K 0.05% 351
2026
Q1 		$1.15M Buy
19,015
+5,105
+37% +$298K 0.06% 337
2025
Q4 		$750K Buy
13,910
+7,978
+134% +$384K 0.04% 427
2025
Q3 		$268K Sell
5,932
-115
-2% -$5.37K 0.02% 613
2025
Q2 		$280K Sell
6,047
-643
-10% -$31.6K 0.02% 578
2025
Q1 		$408K Buy
6,690
+540
+9% +$31.5K 0.03% 474
2024
Q4 		$348K Sell
6,150
-708
-10% -$39.6K 0.03% 518
2024
Q3 		$355K Buy
6,858
+8
+0.1% +$375 0.03% 525
2024
Q2 		$285K Buy
6,850
+93
+1% +$4.16K 0.02% 545
2024
Q1 		$366K Buy
6,757
+596
+10% +$30.4K 0.03% 492
2023
Q4 		$316K Sell
6,161
-527
-8% -$27.7K 0.03% 505
2023
Q3 		$388K Sell
6,688
-1,026
-13% -$62.9K 0.04% 424
2023
Q2 		$493K Buy
7,714
+252
+3% +$16.9K 0.05% 389
2023
Q1 		$517K Sell
7,462
-475
-6% -$33.5K 0.05% 358
2022
Q4 		$571K Buy
7,937
+1,975
+33% +$149K 0.06% 324
2022
Q3 		$424K Sell
5,962
-253
-4% -$18.4K 0.06% 324
2022
Q2 		$479K Sell
6,215
-1,242
-17% -$94.6K 0.06% 310
2022
Q1 		$545K Buy
7,457
+124
+2% +$8.33K 0.07% 304
2021
Q4 		$457K Buy
7,333
+2,632
+56% +$154K 0.06% 307
2021
Q3 		$278K Sell
4,701
-629
-12% -$41.4K 0.04% 374
2021
Q2 		$356K Buy
5,330
+178
+3% +$11.6K 0.06% 305
2021
Q1 		$325K Buy
5,152
+401
+8% +$24.9K 0.07% 274
2020
Q4 		$295K Buy
4,751
+418
+10% +$25.7K 0.08% 262
2020
Q3 		$261K Buy
+4,333
New +$261K 0.08% 242
2020
Q2 		– Sell
-4,026
Closed -$224K – 269
2020
Q1 		$224K Buy
4,026
+78
+2% +$4.77K 0.1% 229
2019
Q4 		$253K Buy
3,948
+289
+8% +$16.6K 0.09% 257
2019
Q3 		$210K Buy
+3,659
New +$172K 0.08% 270
2018
Q4 		– Sell
-3,358
Closed -$208K – 166
2018
Q3 		$208K Buy
+3,358
New +$199K 0.15% 155

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

Nations Financial Group's BMY Position: Q3 2026 in Review

Nations Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 7.6% in Q3 2026, selling an estimated $95.3K and leaving 18,233 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #343.

Nations Financial Group first reported a position in BMY in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.15M in Q1 2026. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Nations Financial Group held 18,233 shares of Bristol-Myers Squibb worth $1.14M as of Q3 2026.
  • Nations Financial Group sold 1,508 Bristol-Myers Squibb shares in Q3 2026, an estimated $95.3K.
  • Bristol-Myers Squibb made up 0.06% of Nations Financial Group's portfolio in Q3 2026, its #343 holding.
  • Nations Financial Group first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 29 quarters since.
  • Nations Financial Group's Bristol-Myers Squibb position peaked at $1.15M in Q1 2026.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.