Net Worth Advisory Group
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Net Worth Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Net Worth Advisory 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 		$867K Sell
14,106
-1,386
-9% -$87.6K 0.22% 106
2026
Q2 		$893K Sell
15,492
-1,113
-7% -$63.9K 0.22% 95
2026
Q1 		$1.01M Sell
16,605
-244
-1% -$14.2K 0.21% 93
2025
Q4 		$909K Buy
+16,849
New +$811K 0.18% 100

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Net Worth Advisory Group's BMY Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 8.9% in Q3 2026, selling an estimated $87.6K and leaving 14,106 shares worth $867K. The position accounts for 0.22% of the portfolio, ranked #106.

Net Worth Advisory Group first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q1 2026. 762 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Net Worth Advisory Group held 14,106 shares of Bristol-Myers Squibb worth $867K as of Q3 2026.
  • Net Worth Advisory Group sold 1,386 Bristol-Myers Squibb shares in Q3 2026, an estimated $87.6K.
  • Bristol-Myers Squibb made up 0.22% of Net Worth Advisory Group's portfolio in Q3 2026, its #106 holding.
  • Net Worth Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Bristol-Myers Squibb position peaked at $1.01M in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.