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

Next Level Wealth Planning’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	$9.05K	Buy	+145	New	+$9.16K	﹤0.01%	342

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Next Level Wealth Planning's BMY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 145 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings.

1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Next Level Wealth Planning held 145 shares of Bristol-Myers Squibb worth $9.05K as of Q3 2026.
Bristol-Myers Squibb was a new Next Level Wealth Planning position in Q3 2026.
Bristol-Myers Squibb made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #342 holding.
1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.