Vaughan & Co Securities
BMY icon

Vaughan & Co Securities’s Bristol-Myers Squibb BMY Stock Holding History

Vaughan & Co Securities’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 		$867K Sell
13,888
-850
-6% -$53.7K 0.41% 21
2026
Q2 		$849K Sell
14,738
-912
-6% -$52.4K 0.4% 24
2026
Q1 		$949K Sell
15,650
-593
-4% -$34.6K 0.49% 20
2025
Q4 		$876K Sell
16,243
-400
-2% -$19.2K 0.45% 21
2025
Q3 		$751K Buy
16,643
+4,959
+42% +$232K 0.4% 28
2025
Q2 		$541K Sell
11,684
-22
-0.2% -$1.08K 0.31% 40
2025
Q1 		$714K Sell
11,706
-4,325
-27% -$252K 0.44% 30
2024
Q4 		$907K Sell
16,031
-591
-4% -$33K 0.55% 20
2024
Q3 		$860K Hold
16,622
– – 0.51% 23
2024
Q2 		$690K Buy
+16,622
New +$744K 0.44% 26
2020
Q2 		– Sell
-720
Closed -$40.1K – 57
2020
Q1 		$40.1K Hold
720
– – 0.05% 91
2019
Q4 		$46.2K Buy
+720
New +$41.2K 0.04% 92

Other funds holding BMY

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vaughan & Co Securities's BMY Position: Q3 2026 in Review

Vaughan & Co Securities reduced its Bristol-Myers Squibb (BMY) stake by 5.8% in Q3 2026, selling an estimated $53.7K and leaving 13,888 shares worth $867K. The position accounts for 0.41% of the portfolio, ranked #21.

Vaughan & Co Securities first reported a position in BMY in Q4 2019 and has held it in 12 quarters since. The position peaked at $949K in Q1 2026. 1,093 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Vaughan & Co Securities held 13,888 shares of Bristol-Myers Squibb worth $867K as of Q3 2026.
  • Vaughan & Co Securities sold 850 Bristol-Myers Squibb shares in Q3 2026, an estimated $53.7K.
  • Bristol-Myers Squibb made up 0.41% of Vaughan & Co Securities's portfolio in Q3 2026, its #21 holding.
  • Vaughan & Co Securities first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 12 quarters since.
  • Vaughan & Co Securities's Bristol-Myers Squibb position peaked at $949K in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Vaughan & Co Securities's 13F filing for Q3 2026, filed 23 Oct 2026.