Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Patrick M. Sweeney & Associates’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 		$572K Buy
9,171
+885
+11% +$55.9K 0.32% 75
2026
Q2 		$477K Hold
8,286
– – 0.27% 92
2026
Q1 		$503K Buy
+8,286
New +$483K 0.32% 76
2024
Q2 		– Sell
-10,125
Closed -$549K – 140
2024
Q1 		$549K Sell
10,125
-100
-1% -$5.09K 0.45% 59
2023
Q4 		$525K Buy
+10,225
New +$537K 0.48% 50

Other funds holding BMY

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Patrick M. Sweeney & Associates's BMY Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Bristol-Myers Squibb (BMY) stake by 11% in Q3 2026, buying an estimated $55.9K and bringing the position to 9,171 shares worth $572K. The position accounts for 0.32% of the portfolio, ranked #75.

Patrick M. Sweeney & Associates first reported a position in BMY in Q4 2023 and has held it in 5 quarters since. 1,177 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Patrick M. Sweeney & Associates held 9,171 shares of Bristol-Myers Squibb worth $572K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 885 Bristol-Myers Squibb shares in Q3 2026, an estimated $55.9K.
  • Bristol-Myers Squibb made up 0.32% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #75 holding.
  • Patrick M. Sweeney & Associates first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 5 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.