Optimist Retirement Group
BMY icon

Optimist Retirement Group’s Bristol-Myers Squibb BMY Stock Holding History

Optimist Retirement Group’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 		$2.76M Buy
44,295
+753
+2% +$47.6K 1.12% 21
2026
Q2 		$2.51M Sell
43,542
-956
-2% -$54.9K 0.97% 29
2026
Q1 		$2.7M Buy
44,498
+1,568
+4% +$91.4K 1.19% 17
2025
Q4 		$2.32M Sell
42,930
-2,883
-6% -$139K 1.06% 28
2025
Q3 		$2.07M Buy
45,813
+4,952
+12% +$231K 0.93% 41
2025
Q2 		$1.89M Buy
40,861
+1,725
+4% +$84.7K 0.91% 41
2025
Q1 		$2.39M Sell
39,136
-3,792
-9% -$221K 1.19% 20
2024
Q4 		$2.43M Sell
42,928
-708
-2% -$39.6K 1.15% 17
2024
Q3 		$2.26M Buy
+43,636
New +$2.05M 1.02% 31
2024
Q2 		– Sell
-38,663
Closed -$2.1M – 113
2024
Q1 		$2.1M Buy
38,663
+30,673
+384% +$1.56M 1.08% 20
2023
Q4 		$410K Buy
+7,990
New +$419K 0.27% 48

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Optimist Retirement Group's BMY Position: Q3 2026 in Review

Optimist Retirement Group increased its Bristol-Myers Squibb (BMY) stake by 1.7% in Q3 2026, buying an estimated $47.6K and bringing the position to 44,295 shares worth $2.76M. The position accounts for 1.12% of the portfolio, ranked #21.

Optimist Retirement Group first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. 1,622 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Optimist Retirement Group held 44,295 shares of Bristol-Myers Squibb worth $2.76M as of Q3 2026.
  • Optimist Retirement Group bought 753 Bristol-Myers Squibb shares in Q3 2026, an estimated $47.6K.
  • Bristol-Myers Squibb made up 1.12% of Optimist Retirement Group's portfolio in Q3 2026, its #21 holding.
  • Optimist Retirement Group first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
  • 1,622 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.