Plan Group Financial
BMY icon

Plan Group Financial’s Bristol-Myers Squibb BMY Stock Holding History

Plan Group Financial’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 		$789K Buy
12,796
+1,397
+12% +$88.3K 0.15% 98
2026
Q2 		$657K Buy
11,399
+1,390
+14% +$79.8K 0.14% 114
2026
Q1 		$607K Buy
10,009
+1,049
+12% +$61.2K 0.14% 117
2025
Q4 		$483K Buy
8,960
+4,417
+97% +$212K 0.13% 120
2025
Q3 		$205K Buy
+4,543
New +$212K 0.06% 176

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Plan Group Financial's BMY Position: Q3 2026 in Review

Plan Group Financial increased its Bristol-Myers Squibb (BMY) stake by 12% in Q3 2026, buying an estimated $88.3K and bringing the position to 12,796 shares worth $789K. The position accounts for 0.15% of the portfolio, ranked #98.

Plan Group Financial first reported a position in BMY in Q3 2025 and has held it in 5 quarters since. 835 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Plan Group Financial held 12,796 shares of Bristol-Myers Squibb worth $789K as of Q3 2026.
  • Plan Group Financial bought 1,397 Bristol-Myers Squibb shares in Q3 2026, an estimated $88.3K.
  • Bristol-Myers Squibb made up 0.15% of Plan Group Financial's portfolio in Q3 2026, its #98 holding.
  • Plan Group Financial first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 5 quarters since.
  • 835 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.