Prudent Man Advisors
BMY icon

Prudent Man Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Prudent Man Advisors’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 		$965K Buy
15,464
+3,376
+28% +$213K 0.23% 87
2026
Q2 		$697K Buy
12,088
+1,375
+13% +$79K 0.16% 102
2026
Q1 		$650K Buy
10,713
+3,659
+52% +$213K 0.19% 97
2025
Q4 		$380K Sell
7,054
-87
-1% -$4.18K 0.14% 109
2025
Q3 		$322K Sell
7,141
-5,162
-42% -$241K 0.12% 119
2025
Q2 		$570K Sell
12,303
-282
-2% -$13.8K 0.18% 117
2025
Q1 		$768K Buy
12,585
+273
+2% +$15.9K 0.28% 84
2024
Q4 		$696K Sell
12,312
-2,244
-15% -$125K 0.25% 88
2024
Q3 		$753K Buy
14,556
+3,551
+32% +$167K 0.25% 96
2024
Q2 		$457K Buy
11,005
+420
+4% +$18.8K 0.16% 120
2024
Q1 		$574K Sell
10,585
-965
-8% -$49.2K 0.22% 113
2023
Q4 		$593K Sell
11,550
-683
-6% -$35.9K 0.22% 103
2023
Q3 		$710K Hold
12,233
– – 0.28% 80
2023
Q2 		$782K Sell
12,233
-147
-1% -$9.9K 0.29% 72
2023
Q1 		$858K Sell
12,380
-283
-2% -$20K 0.34% 64
2022
Q4 		$911K Sell
12,663
-33
-0.3% -$2.49K 0.37% 60
2022
Q3 		$903K Buy
12,696
+740
+6% +$53.7K 0.43% 44
2022
Q2 		$921K Buy
+11,956
New +$911K 0.43% 44

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Prudent Man Advisors's BMY Position: Q3 2026 in Review

Prudent Man Advisors increased its Bristol-Myers Squibb (BMY) stake by 28% in Q3 2026, buying an estimated $213K and bringing the position to 15,464 shares worth $965K. The position accounts for 0.23% of the portfolio, ranked #87.

Prudent Man Advisors first reported a position in BMY in Q2 2022 and has held it in 18 quarters since. 2,231 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Prudent Man Advisors held 15,464 shares of Bristol-Myers Squibb worth $965K as of Q3 2026.
  • Prudent Man Advisors bought 3,376 Bristol-Myers Squibb shares in Q3 2026, an estimated $213K.
  • Bristol-Myers Squibb made up 0.23% of Prudent Man Advisors's portfolio in Q3 2026, its #87 holding.
  • Prudent Man Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 18 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.