Riversedge Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Riversedge 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	$1.32M	Buy	21,212 +1,637	+8%	+$103K	0.16%	57
2026 Q2	$1.13M	Buy	19,575 +2,588	+15%	+$149K	0.15%	63
2026 Q1	$1.03M	Buy	16,987 +1,381	+9%	+$80.5K	0.17%	55
2025 Q4	$842K	Buy	15,606 +7,435	+91%	+$358K	0.14%	52
2025 Q3	$369K	Buy	8,171 +3,105	+61%	+$145K	0.06%	98
2025 Q2	$235K	Sell	5,066 -369	-7%	-$18.1K	0.05%	108
2025 Q1	$331K	Sell	5,435 -197	-3%	-$11.5K	0.07%	82
2024 Q4	$319K	Buy	5,632 +583	+12%	+$32.6K	0.07%	75
2024 Q3	$261K	Buy	+5,049	New	+$237K	0.06%	74
2024 Q2	–	Sell	-5,388	Closed	-$292K	–	94
2024 Q1	$292K	Buy	5,388 +208	+4%	+$10.6K	0.07%	67
2023 Q4	$266K	Sell	5,180 -511	-9%	-$26.8K	0.07%	67
2023 Q3	$330K	Buy	5,691 +178	+3%	+$10.9K	0.1%	57
2023 Q2	$353K	Sell	5,513 -301	-5%	-$20.2K	0.1%	58
2023 Q1	$403K	Sell	5,814 -394	-6%	-$27.8K	0.12%	55
2022 Q4	$447K	Buy	6,208 +168	+3%	+$12.7K	0.14%	53
2022 Q3	$429K	Hold	6,040	–	–	0.16%	54
2022 Q2	$465K	Buy	6,040 +1	+0%	+$76	0.17%	48
2022 Q1	$441K	Hold	6,039	–	–	0.14%	48
2021 Q4	$377K	Hold	6,039	–	–	0.12%	53
2021 Q3	$357K	Buy	6,039 +207	+4%	+$13.6K	0.12%	45
2021 Q2	$390K	Hold	5,832	–	–	0.14%	35
2021 Q1	$368K	Sell	5,832 -524	-8%	-$32.6K	0.16%	34
2020 Q4	$394K	Buy	6,356 +436	+7%	+$26.8K	0.18%	35
2020 Q3	$357K	Buy	5,920 +4	+0.1%	+$241	0.19%	35
2020 Q2	$348K	Buy	+5,916	New	+$354K	0.2%	35

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Riversedge Advisors's BMY Position: Q3 2026 in Review

Riversedge Advisors increased its Bristol-Myers Squibb (BMY) stake by 8.4% in Q3 2026, buying an estimated $103K and bringing the position to 21,212 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #57.

Riversedge Advisors first reported a position in BMY in Q2 2020 and has held it in 25 quarters since. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Riversedge Advisors held 21,212 shares of Bristol-Myers Squibb worth $1.32M as of Q3 2026.
Riversedge Advisors bought 1,637 Bristol-Myers Squibb shares in Q3 2026, an estimated $103K.
Bristol-Myers Squibb made up 0.16% of Riversedge Advisors's portfolio in Q3 2026, its #57 holding.
Riversedge Advisors first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 25 quarters since.
1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.