Next Level Private
BMY icon

Next Level Private’s Bristol-Myers Squibb BMY Stock Holding History

Next Level Private’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 		$4.61M Buy
73,856
+609
+0.8% +$38.5K 0.89% 24
2026
Q2 		$4.22M Buy
73,247
+8,093
+12% +$465K 0.83% 27
2026
Q1 		$3.95M Buy
65,154
+3,927
+6% +$229K 0.89% 26
2025
Q4 		$3.3M Buy
61,227
+4,927
+9% +$237K 0.87% 26
2025
Q3 		$2.54M Sell
56,300
-19,299
-26% -$901K 0.74% 32
2025
Q2 		$3.5M Buy
75,599
+2,365
+3% +$116K 1.14% 24
2025
Q1 		$4.47M Buy
73,234
+1,079
+1% +$62.9K 1.66% 18
2024
Q4 		$4.08M Buy
72,155
+144
+0.2% +$8.05K 1.65% 21
2024
Q3 		$3.73M Buy
72,011
+2,905
+4% +$136K 1.53% 19
2024
Q2 		$2.87M Buy
69,106
+10,183
+17% +$456K 1.31% 21
2024
Q1 		$3.2M Buy
58,923
+700
+1% +$35.7K 1.47% 21
2023
Q4 		$2.99M Buy
58,223
+4,412
+8% +$232K 1.69% 17
2023
Q3 		$3.11M Sell
53,811
-262
-0.5% -$16.1K 2.06% 11
2023
Q2 		$3.38M Buy
54,073
+1,520
+3% +$102K 2.19% 10
2023
Q1 		$3.64M Buy
52,553
+354
+0.7% +$25K 2.87% 10
2022
Q4 		$3.71M Buy
52,199
+31
+0.1% +$2.34K 2.73% 9
2022
Q3 		$3.73M Buy
+52,168
New +$3.78M 3.28% 8
2022
Q2 		– Sell
-51,513
Closed -$3.76M – 135
2022
Q1 		$3.76M Buy
51,513
+528
+1% +$35.5K 3.04% 9
2021
Q4 		$3.18M Buy
+50,985
New +$2.99M 2.67% 9

Other funds holding BMY

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Next Level Private's BMY Position: Q3 2026 in Review

Next Level Private increased its Bristol-Myers Squibb (BMY) stake by 0.83% in Q3 2026, buying an estimated $38.5K and bringing the position to 73,856 shares worth $4.61M. The position accounts for 0.89% of the portfolio, ranked #24.

Next Level Private first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. 1,151 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Next Level Private held 73,856 shares of Bristol-Myers Squibb worth $4.61M as of Q3 2026.
  • Next Level Private bought 609 Bristol-Myers Squibb shares in Q3 2026, an estimated $38.5K.
  • Bristol-Myers Squibb made up 0.89% of Next Level Private's portfolio in Q3 2026, its #24 holding.
  • Next Level Private first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.