SYM Financial Corp
BMY icon

SYM Financial Corp’s Bristol-Myers Squibb BMY Stock Holding History

SYM Financial Corp’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 		$907K Buy
14,532
+520
+4% +$32.9K 0.07% 87
2026
Q2 		$807K Sell
14,012
-17
-0.1% -$976 0.06% 85
2026
Q1 		$851K Buy
14,029
+1,900
+16% +$111K 0.09% 69
2025
Q4 		$654K Buy
12,129
+4,591
+61% +$221K 0.07% 91
2025
Q3 		$340K Sell
7,538
-1,047
-12% -$48.9K 0.04% 190
2025
Q2 		$397K Sell
8,585
-307
-3% -$15.1K 0.04% 156
2025
Q1 		$542K Sell
8,892
-198
-2% -$11.5K 0.07% 100
2024
Q4 		$514K Buy
9,090
+1,348
+17% +$75.3K 0.07% 89
2024
Q3 		$401K Sell
7,742
-522
-6% -$24.5K 0.05% 88
2024
Q2 		$343K Buy
+8,264
New +$370K 0.05% 85

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

SYM Financial Corp's BMY Position: Q3 2026 in Review

SYM Financial Corp increased its Bristol-Myers Squibb (BMY) stake by 3.7% in Q3 2026, buying an estimated $32.9K and bringing the position to 14,532 shares worth $907K. The position accounts for 0.07% of the portfolio, ranked #87.

SYM Financial Corp first reported a position in BMY in Q2 2024 and has held it in 10 quarters since. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • SYM Financial Corp held 14,532 shares of Bristol-Myers Squibb worth $907K as of Q3 2026.
  • SYM Financial Corp bought 520 Bristol-Myers Squibb shares in Q3 2026, an estimated $32.9K.
  • Bristol-Myers Squibb made up 0.07% of SYM Financial Corp's portfolio in Q3 2026, its #87 holding.
  • SYM Financial Corp first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 10 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.