PW Nova Financial Services
BMY icon

PW Nova Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

PW Nova Financial Services’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 		$528K Buy
8,454
+1,522
+22% +$96.2K 0.11% 133
2026
Q2 		$399K Sell
6,932
-426
-6% -$24.5K 0.09% 153
2026
Q1 		$446K Buy
7,358
+518
+8% +$30.2K 0.11% 136
2025
Q4 		$366K Buy
+6,840
New +$329K 0.14% 86

Other funds holding BMY

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

PW Nova Financial Services's BMY Position: Q3 2026 in Review

PW Nova Financial Services increased its Bristol-Myers Squibb (BMY) stake by 22% in Q3 2026, buying an estimated $96.2K and bringing the position to 8,454 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #133.

PW Nova Financial Services first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. 2,009 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • PW Nova Financial Services held 8,454 shares of Bristol-Myers Squibb worth $528K as of Q3 2026.
  • PW Nova Financial Services bought 1,522 Bristol-Myers Squibb shares in Q3 2026, an estimated $96.2K.
  • Bristol-Myers Squibb made up 0.11% of PW Nova Financial Services's portfolio in Q3 2026, its #133 holding.
  • PW Nova Financial Services first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • 2,009 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.