Quaker Wealth Management
BMY icon

Quaker Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Quaker Wealth Management’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 		$142K Buy
2,273
+135
+6% +$8.53K 0.04% 96
2026
Q2 		$123K Buy
2,138
+223
+12% +$12.8K 0.04% 98
2026
Q1 		$116K Sell
1,915
-183
-9% -$10.7K 0.04% 102
2025
Q4 		$113K Buy
2,098
+217
+12% +$10.4K 0.04% 107
2025
Q3 		$84.8K Sell
1,881
-33
-2% -$1.54K 0.03% 116
2025
Q2 		$88.6K Buy
+1,914
New +$94K 0.03% 117
2024
Q1 		$258K Buy
4,758
+172
+4% +$8.76K 0.1% 46
2023
Q4 		$235K Sell
4,586
-1,338
-23% -$70.2K 0.11% 46
2023
Q3 		$344K Buy
5,924
+1,909
+48% +$117K 0.17% 34
2023
Q2 		$257K Buy
4,015
+1,109
+38% +$74.4K 0.12% 38
2023
Q1 		$201K Sell
2,906
-9
-0.3% -$635 0.09% 46
2022
Q4 		$210K Buy
2,915
+7
+0.2% +$528 0.11% 37
2022
Q3 		$207K Sell
2,908
-192
-6% -$13.9K 0.11% 38
2022
Q2 		$239K Buy
3,100
+7
+0.2% +$533 0.12% 36
2022
Q1 		$226K Sell
3,093
-1,392
-31% -$93.5K 0.1% 46
2021
Q4 		$280K Buy
+4,485
New +$263K 0.12% 38
2020
Q1 		– Sell
-3,120
Closed -$200K – 41
2019
Q4 		$200K Buy
+3,120
New +$179K 0.12% 48

Other funds holding BMY

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Quaker Wealth Management's BMY Position: Q3 2026 in Review

Quaker Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 6.3% in Q3 2026, buying an estimated $8.53K and bringing the position to 2,273 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #96.

Quaker Wealth Management first reported a position in BMY in Q4 2019 and has held it in 17 quarters since. The position peaked at $344K in Q3 2023. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Quaker Wealth Management held 2,273 shares of Bristol-Myers Squibb worth $142K as of Q3 2026.
  • Quaker Wealth Management bought 135 Bristol-Myers Squibb shares in Q3 2026, an estimated $8.53K.
  • Bristol-Myers Squibb made up 0.04% of Quaker Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Quaker Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 17 quarters since.
  • Quaker Wealth Management's Bristol-Myers Squibb position peaked at $344K in Q3 2023.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.