Triad Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Triad Wealth Partners’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	$467K	Buy	7,484 +174	+2%	+$11K	0.03%	339
2026 Q2	$479K	Buy	7,310 +1,715	+31%	+$98.5K	0.03%	321
2026 Q1	$339K	Sell	5,595 -675	-11%	-$39.3K	0.03%	365
2025 Q4	$338K	Buy	+6,270	New	+$302K	0.03%	355
2025 Q2	–	Sell	-3,547	Closed	-$216K	–	291
2025 Q1	$216K	Buy	+3,547	New	+$207K	0.07%	199
2024 Q3	–	Sell	-1,909	Closed	-$79.3K	–	160
2024 Q2	$79.3K	Buy	+1,909	New	+$85.4K	0.04%	172

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

Triad Wealth Partners's BMY Position: Q3 2026 in Review

Triad Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 2.4% in Q3 2026, buying an estimated $11K and bringing the position to 7,484 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #339.

Triad Wealth Partners first reported a position in BMY in Q2 2024 and has held it in 6 quarters since. The position peaked at $479K in Q2 2026. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Triad Wealth Partners held 7,484 shares of Bristol-Myers Squibb worth $467K as of Q3 2026.
Triad Wealth Partners bought 174 Bristol-Myers Squibb shares in Q3 2026, an estimated $11K.
Bristol-Myers Squibb made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #339 holding.
Triad Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's Bristol-Myers Squibb position peaked at $479K in Q2 2026.
1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.