Polaris Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Polaris Financial Partners’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	$2K	Buy	+32	New	+$2.02K	﹤0.01%	336

Other funds holding BMY

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's BMY Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 32 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings.

17 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Polaris Financial Partners held 32 shares of Bristol-Myers Squibb worth $2K as of Q3 2026.
Bristol-Myers Squibb was a new Polaris Financial Partners position in Q3 2026.
Bristol-Myers Squibb made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #336 holding.
17 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.