Tortuga Wealth Management
BMY icon

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

Tortuga 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 		$734K Sell
11,762
-1,466
-11% -$92.6K 0.52% 48
2026
Q2 		$762K Buy
13,228
+463
+4% +$26.6K 0.58% 46
2026
Q1 		$774K Buy
12,765
+1,938
+18% +$113K 0.72% 32
2025
Q4 		$584K Buy
+10,827
New +$521K 0.62% 37

Other funds holding BMY

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
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
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

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

Tortuga Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 11% in Q3 2026, selling an estimated $92.6K and leaving 11,762 shares worth $734K. The position accounts for 0.52% of the portfolio, ranked #48.

Tortuga Wealth Management first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. The position peaked at $774K in Q1 2026. 2,074 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Tortuga Wealth Management held 11,762 shares of Bristol-Myers Squibb worth $734K as of Q3 2026.
  • Tortuga Wealth Management sold 1,466 Bristol-Myers Squibb shares in Q3 2026, an estimated $92.6K.
  • Bristol-Myers Squibb made up 0.52% of Tortuga Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Tortuga Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • Tortuga Wealth Management's Bristol-Myers Squibb position peaked at $774K in Q1 2026.
  • 2,074 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.