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Olistico Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Olistico Wealth’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 		$74.9K Hold
1,200
– – 0.03% 142
2026
Q2 		$69.1K Hold
1,200
– – 0.03% 142
2026
Q1 		$72.8K Hold
1,200
– – 0.04% 140
2025
Q4 		$64.7K Buy
+1,200
New +$57.7K 0.03% 141
2025
Q3 		– Sell
-1,200
Closed -$55.5K – 122
2025
Q2 		$55.5K Hold
1,200
– – 0.03% 157
2025
Q1 		$73.2K Hold
1,200
– – 0.05% 139
2024
Q4 		$67.9K Hold
1,200
– – 0.04% 146
2024
Q3 		$62.1K Hold
1,200
– – 0.04% 151
2024
Q2 		$49.8K Buy
+1,200
New +$53.7K 0.03% 163

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Olistico Wealth's BMY Position: Q3 2026 in Review

Olistico Wealth held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 1,200 shares worth $74.9K. The position accounts for 0.03% of the portfolio, ranked #142.

Olistico Wealth first reported a position in BMY in Q2 2024 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Olistico Wealth held 1,200 shares of Bristol-Myers Squibb worth $74.9K as of Q3 2026.
  • Olistico Wealth left its Bristol-Myers Squibb share count unchanged in Q3 2026.
  • Bristol-Myers Squibb made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #142 holding.
  • Olistico Wealth first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 9 quarters since.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.