Sarver Vrooman Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sarver Vrooman Wealth 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	$46.6K	Hold	747	–	–	0.03%	74
2026 Q2	$42.7K	Sell	747 -20	-3%	-$1.15K	0.03%	80
2026 Q1	$46.5K	Buy	767 +28	+4%	+$1.63K	0.03%	62
2025 Q4	$39.9K	Sell	739 -446	-38%	-$21.5K	0.03%	81
2025 Q3	$53.4K	Hold	1,185	–	–	0.03%	82
2025 Q2	$54.9K	Sell	1,185 -124	-9%	-$6.09K	0.04%	79
2025 Q1	$79.8K	Buy	+1,309	New	+$76.3K	0.05%	45

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

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

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

Sarver Vrooman Wealth Advisors's BMY Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 747 shares worth $46.6K. The position accounts for 0.03% of the portfolio, ranked #74.

Sarver Vrooman Wealth Advisors first reported a position in BMY in Q1 2025 and has held it in 7 quarters since. The position peaked at $79.8K in Q1 2025. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Sarver Vrooman Wealth Advisors held 747 shares of Bristol-Myers Squibb worth $46.6K as of Q3 2026.
Sarver Vrooman Wealth Advisors left its Bristol-Myers Squibb share count unchanged in Q3 2026.
Bristol-Myers Squibb made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #74 holding.
Sarver Vrooman Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 7 quarters since.
Sarver Vrooman Wealth Advisors's Bristol-Myers Squibb position peaked at $79.8K in Q1 2025.
129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.