Opinicus Capital
BMY icon

Opinicus Capital’s Bristol-Myers Squibb BMY Stock Holding History

Opinicus Capital’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 		$542K Sell
8,689
-336
-4% -$21.2K 0.29% 69
2026
Q2 		$520K Sell
9,025
-3,825
-30% -$220K 0.28% 68
2026
Q1 		$779K Buy
12,850
+1,148
+10% +$66.9K 0.55% 53
2025
Q4 		$631K Sell
11,702
-6,373
-35% -$307K 0.44% 60
2025
Q3 		$815K Sell
18,075
-1,252
-6% -$58.5K 0.56% 54
2025
Q2 		$895K Buy
19,327
+2,426
+14% +$119K 0.68% 48
2025
Q1 		$1.03M Sell
16,901
-919
-5% -$53.6K 0.91% 34
2024
Q4 		$1.01M Buy
17,820
+486
+3% +$27.2K 0.85% 36
2024
Q3 		$897K Buy
17,334
+1,294
+8% +$60.7K 0.72% 43
2024
Q2 		$666K Buy
16,040
+2,441
+18% +$109K 0.56% 52
2024
Q1 		$737K Buy
13,599
+5,319
+64% +$271K 0.65% 49
2023
Q4 		$425K Buy
+8,280
New +$435K 0.43% 62

Other funds holding BMY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Opinicus Capital's BMY Position: Q3 2026 in Review

Opinicus Capital reduced its Bristol-Myers Squibb (BMY) stake by 3.7% in Q3 2026, selling an estimated $21.2K and leaving 8,689 shares worth $542K. The position accounts for 0.29% of the portfolio, ranked #69.

Opinicus Capital first reported a position in BMY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q1 2025. 1,920 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Opinicus Capital held 8,689 shares of Bristol-Myers Squibb worth $542K as of Q3 2026.
  • Opinicus Capital sold 336 Bristol-Myers Squibb shares in Q3 2026, an estimated $21.2K.
  • Bristol-Myers Squibb made up 0.29% of Opinicus Capital's portfolio in Q3 2026, its #69 holding.
  • Opinicus Capital first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 12 quarters since.
  • Opinicus Capital's Bristol-Myers Squibb position peaked at $1.03M in Q1 2025.
  • 1,920 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.