Spire Wealth Management
BMY icon

Spire Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Spire Wealth Management’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 		$865K Buy
13,860
+7,929
+134% +$501K 0.03% 411
2026
Q2 		$342K Sell
5,931
-742
-11% -$42.6K 0.01% 639
2026
Q1 		$405K Sell
6,673
-483
-7% -$28.2K 0.01% 593
2025
Q4 		$386K Buy
7,156
+365
+5% +$17.6K 0.01% 606
2025
Q3 		$306K Sell
6,791
-1,137
-14% -$53.1K 0.01% 664
2025
Q2 		$367K Sell
7,928
-10,120
-56% -$497K 0.01% 583
2025
Q1 		$1.1M Sell
18,048
-290
-2% -$16.9K 0.04% 384
2024
Q4 		$1.04M Buy
18,338
+760
+4% +$42.5K 0.03% 383
2024
Q3 		$909K Sell
17,578
-1,965
-10% -$92.2K 0.03% 390
2024
Q2 		$812K Sell
19,543
-309
-2% -$13.8K 0.03% 387
2024
Q1 		$1.08M Buy
19,852
+2,443
+14% +$124K 0.02% 361
2023
Q4 		$872K Sell
17,409
-1,753
-9% -$92K 0.03% 395
2023
Q3 		$1.11M Sell
19,162
-2,943
-13% -$180K 0.04% 310
2023
Q2 		$1.41M Sell
22,105
-3,251
-13% -$218K 0.05% 281
2023
Q1 		$1.76M Buy
25,356
+9,092
+56% +$641K 0.07% 244
2022
Q4 		$1.17M Buy
16,264
+656
+4% +$49.5K 0.07% 216
2022
Q3 		$1.11M Sell
15,608
-11,800
-43% -$856K 0.07% 199
2022
Q2 		$2.11M Buy
27,408
+997
+4% +$75.9K 0.09% 206
2022
Q1 		$1.93M Sell
26,411
-31,537
-54% -$2.12M 0.05% 286
2021
Q4 		$3.61M Buy
57,948
+27,771
+92% +$1.63M 0.08% 209
2021
Q3 		$1.79M Buy
30,177
+1,729
+6% +$114K 0.05% 306
2021
Q2 		$1.9M Sell
28,448
-39,941
-58% -$2.6M 0.05% 300
2021
Q1 		$3.64M Buy
+68,389
New +$4.26M 0.1% 190

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Spire Wealth Management's BMY Position: Q3 2026 in Review

Spire Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 134% in Q3 2026, buying an estimated $501K and bringing the position to 13,860 shares worth $865K. The position accounts for 0.03% of the portfolio, ranked #411.

Spire Wealth Management first reported a position in BMY in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.64M in Q1 2021. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Spire Wealth Management held 13,860 shares of Bristol-Myers Squibb worth $865K as of Q3 2026.
  • Spire Wealth Management bought 7,929 Bristol-Myers Squibb shares in Q3 2026, an estimated $501K.
  • Bristol-Myers Squibb made up 0.03% of Spire Wealth Management's portfolio in Q3 2026, its #411 holding.
  • Spire Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Bristol-Myers Squibb position peaked at $3.64M in Q1 2021.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.