Valeo Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Valeo Financial 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
2024 Q1	–	Sell	-2,000	Closed	-$103	–	673
2023 Q4	$103	Buy	+2,000	New	+$105K	﹤0.01%	649
2021 Q2	–	Sell	-600	Closed	-$38K	–	684
2021 Q1	$38K	Buy	+600	New	+$37.3K	﹤0.01%	968

Other funds holding BMY

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Valeo Financial Advisors's BMY Position: Q3 2026 in Review

Valeo Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 21% in Q3 2026, buying an estimated $401K and bringing the position to 36,135 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #169.

Valeo Financial Advisors first reported a position in BMY in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.69M in Q1 2022. 404 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Valeo Financial Advisors held 36,135 shares of Bristol-Myers Squibb worth $2.25M as of Q3 2026.
Valeo Financial Advisors bought 6,351 Bristol-Myers Squibb shares in Q3 2026, an estimated $401K.
Bristol-Myers Squibb made up 0.05% of Valeo Financial Advisors's portfolio in Q3 2026, its #169 holding.
Valeo Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 37 quarters since.
Valeo Financial Advisors's Bristol-Myers Squibb position peaked at $2.69M in Q1 2022.
404 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.