S.A. Mason
BMY icon

S.A. Mason’s Bristol-Myers Squibb BMY Stock Holding History

S.A. Mason’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 		$217K Sell
3,471
-198
-5% -$12.5K 0.06% 211
2026
Q2 		$211K Buy
3,669
+2
+0.1% +$115 0.06% 212
2026
Q1 		$222K Buy
3,667
+51
+1% +$2.97K 0.08% 192
2025
Q4 		$195K Buy
3,616
+3
+0.1% +$144 0.08% 194
2025
Q3 		$163K Buy
3,613
+2
+0.1% +$93 0.07% 202
2025
Q2 		$167K Sell
3,611
-498
-12% -$24.4K 0.08% 185
2025
Q1 		$251K Buy
4,109
+181
+5% +$10.6K 0.13% 148
2024
Q4 		$222K Sell
3,928
-158
-4% -$8.83K 0.12% 161
2024
Q3 		$211K Buy
4,086
+2
+0% +$94 0.11% 163
2024
Q2 		$170K Buy
4,084
+2
+0% +$89 0.1% 172
2024
Q1 		$221K Buy
4,082
+152
+4% +$7.74K 0.13% 147
2023
Q4 		$202K Sell
3,930
-999
-20% -$52.4K 0.14% 151
2023
Q3 		$286K Sell
4,929
-331
-6% -$20.3K 0.21% 120
2023
Q2 		$365K Hold
5,260
– – 0.26% 103
2023
Q1 		$365K Sell
5,260
-129
-2% -$9.1K 0.26% 103
2022
Q4 		$388K Sell
5,389
-185
-3% -$13.9K 0.29% 95
2022
Q3 		$396K Buy
5,574
+1
+0% +$73 0.31% 89
2022
Q2 		$429K Buy
5,573
+50
+0.9% +$3.81K 0.31% 92
2022
Q1 		$403K Buy
5,523
+501
+10% +$33.6K 0.25% 103
2021
Q4 		$313K Buy
5,022
+1
+0% +$59 0.19% 125
2021
Q3 		$297K Buy
5,021
+1
+0% +$66 0.2% 129
2021
Q2 		$335K Buy
5,020
+1
+0% +$65 0.23% 119
2021
Q1 		$317K Buy
5,019
+301
+6% +$18.7K 0.24% 114
2020
Q4 		$293K Buy
4,718
+1
+0% +$61 0.24% 110
2020
Q3 		$284K Sell
4,717
-7
-0.1% -$421 0.27% 99
2020
Q2 		$278K Buy
4,724
+1
+0% +$60 0.29% 95
2020
Q1 		$263K Buy
4,723
+109
+2% +$6.66K 0.32% 92
2019
Q4 		$296K Buy
+4,614
New +$264K 0.28% 101

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

S.A. Mason's BMY Position: Q3 2026 in Review

S.A. Mason reduced its Bristol-Myers Squibb (BMY) stake by 5.4% in Q3 2026, selling an estimated $12.5K and leaving 3,471 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #211.

S.A. Mason first reported a position in BMY in Q4 2019 and has held it in 28 quarters since. The position peaked at $429K in Q2 2022. 623 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • S.A. Mason held 3,471 shares of Bristol-Myers Squibb worth $217K as of Q3 2026.
  • S.A. Mason sold 198 Bristol-Myers Squibb shares in Q3 2026, an estimated $12.5K.
  • Bristol-Myers Squibb made up 0.06% of S.A. Mason's portfolio in Q3 2026, its #211 holding.
  • S.A. Mason first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's Bristol-Myers Squibb position peaked at $429K in Q2 2022.
  • 623 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.