Peterson Wealth Services
BMY icon

Peterson Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

Peterson Wealth Services’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 		$61.1K Hold
979
– – 0.01% 151
2026
Q2 		$56.4K Hold
979
– – 0.01% 157
2026
Q1 		$59.4K Hold
979
– – 0.01% 160
2025
Q4 		$52.8K Sell
979
-41,785
-98% -$2.01M 0.01% 151
2025
Q3 		$44.2K Buy
42,764
+41,762
+4,168% +$1.95M 0.01% 161
2025
Q2 		$46.4K Buy
1,002
+23
+2% +$1.13K 0.01% 155
2025
Q1 		$59.7K Hold
979
– – 0.02% 154
2024
Q4 		$55.4K Hold
979
– – 0.02% 151
2024
Q3 		$50.7K Buy
+979
New +$45.9K 0.02% 156

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Peterson Wealth Services's BMY Position: Q3 2026 in Review

Peterson Wealth Services held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 979 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #151.

Peterson Wealth Services first reported a position in BMY in Q3 2024 and has held it in 9 quarters since. 1,532 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Peterson Wealth Services held 979 shares of Bristol-Myers Squibb worth $61.1K as of Q3 2026.
  • Peterson Wealth Services left its Bristol-Myers Squibb share count unchanged in Q3 2026.
  • Bristol-Myers Squibb made up 0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #151 holding.
  • Peterson Wealth Services first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 9 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.