RHS Financial
BMY icon

RHS Financial’s Bristol-Myers Squibb BMY Stock Holding History

RHS Financial’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 		$618K Sell
9,911
-1,905
-16% -$120K 0.21% 86
2026
Q2 		$681K Sell
11,816
-622
-5% -$35.7K 0.27% 74
2026
Q1 		$754K Sell
12,438
-682
-5% -$39.8K 0.36% 60
2025
Q4 		$708K Buy
13,120
+229
+2% +$11K 0.35% 58
2025
Q3 		$581K Buy
12,891
+2,974
+30% +$139K 0.3% 62
2025
Q2 		$459K Buy
+9,917
New +$487K 0.26% 68

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

RHS Financial's BMY Position: Q3 2026 in Review

RHS Financial reduced its Bristol-Myers Squibb (BMY) stake by 16% in Q3 2026, selling an estimated $120K and leaving 9,911 shares worth $618K. The position accounts for 0.21% of the portfolio, ranked #86.

RHS Financial first reported a position in BMY in Q2 2025 and has held it in 6 quarters since. The position peaked at $754K in Q1 2026. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • RHS Financial held 9,911 shares of Bristol-Myers Squibb worth $618K as of Q3 2026.
  • RHS Financial sold 1,905 Bristol-Myers Squibb shares in Q3 2026, an estimated $120K.
  • Bristol-Myers Squibb made up 0.21% of RHS Financial's portfolio in Q3 2026, its #86 holding.
  • RHS Financial first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 6 quarters since.
  • RHS Financial's Bristol-Myers Squibb position peaked at $754K in Q1 2026.
  • 1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.