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Platt Investment Counsel’s Bristol-Myers Squibb BMY Stock Holding History

Platt Investment Counsel’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 		$532K Hold
8,525
– – 0.37% 9
2026
Q2 		$491K Buy
+8,525
New +$490K 0.33% 10

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Platt Investment Counsel's BMY Position: Q3 2026 in Review

Platt Investment Counsel held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 8,525 shares worth $532K. The position accounts for 0.37% of the portfolio, ranked #9.

Platt Investment Counsel first reported a position in BMY in Q2 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Platt Investment Counsel held 8,525 shares of Bristol-Myers Squibb worth $532K as of Q3 2026.
  • Platt Investment Counsel left its Bristol-Myers Squibb share count unchanged in Q3 2026.
  • Bristol-Myers Squibb made up 0.37% of Platt Investment Counsel's portfolio in Q3 2026, its #9 holding.
  • Platt Investment Counsel first reported a position in Bristol-Myers Squibb in Q2 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Platt Investment Counsel's 13F filing for Q3 2026, filed 7 Oct 2026.