Premier Path Wealth Partners
BMY icon

Premier Path Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Premier Path Wealth 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 		$1.93M Buy
30,934
+2,715
+10% +$172K 0.23% 101
2026
Q2 		$1.63M Sell
28,219
-1,680
-6% -$96.5K 0.19% 112
2026
Q1 		$1.81M Sell
29,899
-663
-2% -$38.6K 0.24% 96
2025
Q4 		$1.65M Sell
30,562
-2,569
-8% -$124K 0.21% 99
2025
Q3 		$1.49M Sell
33,131
-458
-1% -$21.4K 0.19% 114
2025
Q2 		$1.55M Buy
33,589
+113
+0.3% +$5.55K 0.22% 108
2025
Q1 		$2.04M Buy
33,476
+88
+0.3% +$5.13K 0.32% 75
2024
Q4 		$1.89M Buy
33,388
+1,868
+6% +$104K 0.29% 80
2024
Q3 		$1.63M Buy
31,520
+2,903
+10% +$136K 0.26% 95
2024
Q2 		$1.19M Buy
28,617
+24,860
+662% +$1.11M 0.2% 125
2024
Q1 		$204K Sell
3,757
-307
-8% -$15.6K 0.04% 333
2023
Q4 		$209K Buy
+4,064
New +$213K 0.05% 322

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

Premier Path Wealth Partners's BMY Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 9.6% in Q3 2026, buying an estimated $172K and bringing the position to 30,934 shares worth $1.93M. The position accounts for 0.23% of the portfolio, ranked #101.

Premier Path Wealth Partners first reported a position in BMY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q1 2025. 694 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Premier Path Wealth Partners held 30,934 shares of Bristol-Myers Squibb worth $1.93M as of Q3 2026.
  • Premier Path Wealth Partners bought 2,715 Bristol-Myers Squibb shares in Q3 2026, an estimated $172K.
  • Bristol-Myers Squibb made up 0.23% of Premier Path Wealth Partners's portfolio in Q3 2026, its #101 holding.
  • Premier Path Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Bristol-Myers Squibb position peaked at $2.04M in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.