Oxler Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Oxler Private 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	$1.25M	Buy	20,002 +186	+0.9%	+$11.8K	0.34%	38
2026 Q2	$1.14M	Sell	19,816 -1,917	-9%	-$110K	0.33%	37
2026 Q1	$1.32M	Buy	21,733 +240	+1%	+$14K	0.41%	36
2025 Q4	$1.16M	Buy	21,493 +280	+1%	+$13.5K	0.34%	39
2025 Q3	$957K	Buy	21,213 +125	+0.6%	+$5.84K	0.28%	44
2025 Q2	$976K	Sell	21,088 -543	-3%	-$26.7K	0.31%	43
2025 Q1	$1.32M	Buy	21,631 +41	+0.2%	+$2.39K	0.46%	36
2024 Q4	$1.22M	Sell	21,590 -536	-2%	-$29.9K	0.4%	40
2024 Q3	$1.14M	Sell	22,126 -1,382	-6%	-$64.8K	0.4%	40
2024 Q2	$976K	Sell	23,508 -7,044	-23%	-$315K	0.36%	43
2024 Q1	$1.66M	Buy	30,552 +22,627	+286%	+$1.15M	0.65%	34
2023 Q4	$407K	Sell	7,925 -21,120	-73%	-$1.11M	0.34%	47
2023 Q3	$1.69M	Sell	29,045 -470	-2%	-$28.8K	0.85%	33
2023 Q2	$1.89M	Sell	29,515 -2,468	-8%	-$165K	0.9%	32
2023 Q1	$2.22M	Buy	31,983 +249	+0.8%	+$17.6K	1.09%	27
2022 Q4	$2.28M	Buy	31,734 +237	+0.8%	+$17.9K	1.23%	27
2022 Q3	$2.24M	Buy	31,497 +94	+0.3%	+$6.82K	1.25%	21
2022 Q2	$2.42M	Buy	31,403 +204	+0.7%	+$15.5K	1.16%	24
2022 Q1	$2.28M	Sell	31,199 -1,336	-4%	-$89.7K	1.03%	27
2021 Q4	$2.03M	Sell	32,535 -1,897	-6%	-$111K	0.84%	34
2021 Q3	$2.04M	Sell	34,432 -132	-0.4%	-$8.69K	0.9%	31
2021 Q2	$2.31M	Buy	34,564 +1,132	+3%	+$73.8K	1.01%	26
2021 Q1	$2.11M	Sell	33,432 -200	-0.6%	-$12.4K	1.07%	26
2020 Q4	$2.09M	Buy	+33,632	New	+$2.07M	1.18%	25

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Oxler Private Wealth's BMY Position: Q3 2026 in Review

Oxler Private Wealth increased its Bristol-Myers Squibb (BMY) stake by 0.94% in Q3 2026, buying an estimated $11.8K and bringing the position to 20,002 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #38.

Oxler Private Wealth first reported a position in BMY in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.42M in Q2 2022. 1,630 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Oxler Private Wealth held 20,002 shares of Bristol-Myers Squibb worth $1.25M as of Q3 2026.
Oxler Private Wealth bought 186 Bristol-Myers Squibb shares in Q3 2026, an estimated $11.8K.
Bristol-Myers Squibb made up 0.34% of Oxler Private Wealth's portfolio in Q3 2026, its #38 holding.
Oxler Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 24 quarters since.
Oxler Private Wealth's Bristol-Myers Squibb position peaked at $2.42M in Q2 2022.
1,630 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.