Retirement Wealth Solutions
BMY icon

Retirement Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Retirement Wealth Solutions’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 		$4.93K Sell
79
-1
-1% -$63 ﹤0.01% 383
2026
Q2 		$4.61K Sell
80
-22
-22% -$1.26K ﹤0.01% 356
2026
Q1 		$6.19K Buy
+102
New +$5.95K ﹤0.01% 280
2025
Q4 		– Sell
-15
Closed -$677 – 765
2025
Q3 		$677 Buy
+15
New +$701 ﹤0.01% 650

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

Retirement Wealth Solutions's BMY Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Bristol-Myers Squibb (BMY) stake by 1.3% in Q3 2026, selling an estimated $63 and leaving 79 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Retirement Wealth Solutions first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.19K in Q1 2026. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Retirement Wealth Solutions held 79 shares of Bristol-Myers Squibb worth $4.93K as of Q3 2026.
  • Retirement Wealth Solutions sold 1 Bristol-Myers Squibb share in Q3 2026, an estimated $63.
  • Bristol-Myers Squibb made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #383 holding.
  • Retirement Wealth Solutions first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Bristol-Myers Squibb position peaked at $6.19K in Q1 2026.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.