Smith Thornton Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Smith Thornton 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	$203K	Buy	+3,260	New	+$206K	0.09%	137
2026 Q2	–	Sell	-3,829	Closed	-$232K	–	141
2026 Q1	$232K	Hold	3,829	–	–	0.12%	118
2025 Q4	$207K	Buy	+3,829	New	+$184K	0.11%	125
2025 Q2	–	Sell	-3,920	Closed	-$239K	–	134
2025 Q1	$239K	Buy	3,920 +39	+1%	+$2.27K	0.15%	121
2024 Q4	$220K	Sell	3,881 -30	-0.8%	-$1.68K	0.14%	131
2024 Q3	$202K	Buy	+3,911	New	+$183K	0.13%	135

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

Smith Thornton Advisors's BMY Position: Q3 2026 in Review

Smith Thornton Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 3,260 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #137 among its holdings. This is a return to the name: Smith Thornton Advisors previously reported a position in BMY as recently as Q1 2026.

Smith Thornton Advisors first reported a position in BMY in Q3 2024 and has held it in 6 quarters since. The position peaked at $239K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Smith Thornton Advisors held 3,260 shares of Bristol-Myers Squibb worth $203K as of Q3 2026.
Bristol-Myers Squibb was a new Smith Thornton Advisors position in Q3 2026.
Bristol-Myers Squibb made up 0.09% of Smith Thornton Advisors's portfolio in Q3 2026, its #137 holding.
Smith Thornton Advisors first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 6 quarters since.
Smith Thornton Advisors's Bristol-Myers Squibb position peaked at $239K in Q1 2025.
1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.