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Sapient Capital’s Bristol-Myers Squibb BMY Stock Holding History

Sapient Capital’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 		$2.3M Sell
36,922
-450
-1% -$28.4K 0.03% 144
2026
Q2 		$2.15M Buy
37,372
+364
+1% +$20.9K 0.03% 151
2026
Q1 		$2.24M Sell
37,008
-3,625
-9% -$211K 0.03% 148
2025
Q4 		$2.2M Sell
40,633
-8,253
-17% -$397K 0.03% 154
2025
Q3 		$2.16M Sell
48,886
-36
-0.1% -$1.68K 0.03% 142
2025
Q2 		$2.26M Sell
48,922
-84
-0.2% -$4.12K 0.04% 133
2025
Q1 		$2.99M Sell
49,006
-503
-1% -$29.3K 0.06% 119
2024
Q4 		$2.8M Sell
49,509
-1,725
-3% -$96.4K 0.05% 122
2024
Q3 		$2.65M Sell
51,234
-297
-0.6% -$13.9K 0.05% 126
2024
Q2 		$2.14M Sell
51,531
-708
-1% -$31.7K 0.04% 125
2024
Q1 		$2.83M Sell
52,239
-634
-1% -$32.3K 0.06% 120
2023
Q4 		$2.71M Buy
+52,873
New +$2.78M 0.07% 115

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sapient Capital's BMY Position: Q3 2026 in Review

Sapient Capital reduced its Bristol-Myers Squibb (BMY) stake by 1.2% in Q3 2026, selling an estimated $28.4K and leaving 36,922 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #144.

Sapient Capital first reported a position in BMY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.99M in Q1 2025. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Sapient Capital held 36,922 shares of Bristol-Myers Squibb worth $2.3M as of Q3 2026.
  • Sapient Capital sold 450 Bristol-Myers Squibb shares in Q3 2026, an estimated $28.4K.
  • Bristol-Myers Squibb made up 0.03% of Sapient Capital's portfolio in Q3 2026, its #144 holding.
  • Sapient Capital first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Bristol-Myers Squibb position peaked at $2.99M in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.