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McCarley & Cook Financial Planners’s Bristol-Myers Squibb BMY Stock Holding History

McCarley & Cook Financial Planners’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 		$2.12K Hold
34
– – ﹤0.01% 232
2026
Q2 		$1.96K Hold
34
– – ﹤0.01% 225
2026
Q1 		$2.06K Hold
34
– – ﹤0.01% 225
2025
Q4 		$1.83K Buy
+34
New +$1.64K ﹤0.01% 227

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

McCarley & Cook Financial Planners's BMY Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 34 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

McCarley & Cook Financial Planners first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. 762 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • McCarley & Cook Financial Planners held 34 shares of Bristol-Myers Squibb worth $2.12K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Bristol-Myers Squibb share count unchanged in Q3 2026.
  • Bristol-Myers Squibb made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #232 holding.
  • McCarley & Cook Financial Planners first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • 762 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.