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

Pinnacle Wealth Planning 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	$417K	Buy	6,688 +15	+0.2%	+$948	0.04%	268
2026 Q2	$384K	Buy	6,673 +80	+1%	+$4.59K	0.04%	286
2026 Q1	$400K	Buy	6,593 +193	+3%	+$11.3K	0.04%	259
2025 Q4	$345K	Sell	6,400 -218	-3%	-$10.5K	0.04%	286
2025 Q3	$298K	Buy	+6,618	New	+$309K	0.04%	316
2025 Q2	–	Sell	-5,368	Closed	-$327K	–	458
2025 Q1	$327K	Buy	5,368 +854	+19%	+$49.8K	0.05%	238
2024 Q4	$255K	Buy	4,514 +349	+8%	+$19.5K	0.04%	297
2024 Q3	$215K	Buy	+4,165	New	+$195K	0.03%	440
2024 Q1	–	Sell	-4,422	Closed	-$227K	–	516
2023 Q4	$227K	Sell	4,422 -4,588	-51%	-$241K	0.04%	355
2023 Q3	$523K	Sell	9,010 -2,437	-21%	-$149K	0.09%	150
2023 Q2	$732K	Sell	11,447 -2,002	-15%	-$134K	0.12%	114
2023 Q1	$932K	Buy	13,449 +892	+7%	+$62.9K	0.15%	102
2022 Q4	$903K	Buy	12,557 +1,651	+15%	+$124K	0.16%	92
2022 Q3	$776K	Sell	10,906 -1,903	-15%	-$138K	0.14%	95
2022 Q2	$986K	Buy	12,809 +1,736	+16%	+$132K	0.18%	89
2022 Q1	$809K	Buy	11,073 +4,203	+61%	+$282K	0.15%	111
2021 Q4	$428K	Sell	6,870 -3,204	-32%	-$188K	0.08%	188
2021 Q3	$596K	Buy	10,074 +1,750	+21%	+$115K	0.13%	120
2021 Q2	$556K	Buy	8,324 +293	+4%	+$19.1K	0.13%	122
2021 Q1	$507K	Buy	8,031 +242	+3%	+$15.1K	0.13%	126
2020 Q4	$483K	Buy	7,789 +400	+5%	+$24.6K	0.12%	120
2020 Q3	$445K	Buy	7,389 +2,020	+38%	+$122K	0.15%	110
2020 Q2	$316K	Sell	5,369 -1,714	-24%	-$103K	0.1%	153
2020 Q1	$393K	Buy	7,083 +1,799	+34%	+$110K	0.19%	107
2019 Q4	$339K	Buy	+5,284	New	+$303K	0.16%	136
2018 Q4	–	Sell	-3,734	Closed	-$231K	–	153
2018 Q3	$231K	Buy	+3,734	New	+$222K	0.21%	150
2018 Q2	–	Sell	-3,243	Closed	-$205K	–	182
2018 Q1	$205K	Buy	+3,243	New	+$209K	0.21%	161

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Pinnacle Wealth Planning Services's BMY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Bristol-Myers Squibb (BMY) stake by 0.22% in Q3 2026, buying an estimated $948 and bringing the position to 6,688 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #268.

Pinnacle Wealth Planning Services first reported a position in BMY in Q1 2018 and has held it in 27 quarters since. The position peaked at $986K in Q2 2022. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Pinnacle Wealth Planning Services held 6,688 shares of Bristol-Myers Squibb worth $417K as of Q3 2026.
Pinnacle Wealth Planning Services bought 15 Bristol-Myers Squibb shares in Q3 2026, an estimated $948.
Bristol-Myers Squibb made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #268 holding.
Pinnacle Wealth Planning Services first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 27 quarters since.
Pinnacle Wealth Planning Services's Bristol-Myers Squibb position peaked at $986K in Q2 2022.
1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.