VAG
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VisionPoint Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

VisionPoint Advisory Group’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 		$1.06M Sell
16,968
-1,331
-7% -$84.1K 0.17% 137
2026
Q2 		$1.05M Buy
18,299
+364
+2% +$20.9K 0.17% 136
2026
Q1 		$1.09M Sell
17,935
-3,649
-17% -$213K 0.21% 113
2025
Q4 		$1.16M Buy
21,584
+717
+3% +$34.5K 0.23% 107
2025
Q3 		$941K Buy
20,867
+1,384
+7% +$64.6K 0.19% 127
2025
Q2 		$902K Sell
19,483
-7,121
-27% -$350K 0.2% 118
2025
Q1 		$1.62M Buy
26,604
+927
+4% +$54K 0.56% 53
2024
Q4 		$1.46M Buy
25,677
+6,003
+31% +$335K 0.5% 60
2024
Q3 		$1.02M Buy
+19,674
New +$923K 0.34% 83
2024
Q2 		– Sell
-424
Closed -$23K – 821
2024
Q1 		$23K Buy
424
+65
+18% +$3.31K 0.01% 369
2023
Q4 		$18.4K Sell
359
-378
-51% -$19.8K 0.01% 364
2023
Q3 		$42.8K Buy
737
+553
+301% +$33.9K 0.02% 257
2023
Q2 		$11.8K Buy
+184
New +$12.3K ﹤0.01% 380
2021
Q1 		– Sell
-5,147
Closed -$319K – 115
2020
Q4 		$319K Sell
5,147
-20,931
-80% -$1.29M 0.16% 109
2020
Q3 		$1.57M Sell
26,078
-13,943
-35% -$839K 0.68% 31
2020
Q2 		$2.31M Sell
40,021
-3,190
-7% -$191K 0.94% 24
2020
Q1 		$2.41M Buy
+43,211
New +$2.64M 1.13% 21

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VisionPoint Advisory Group's BMY Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 7.3% in Q3 2026, selling an estimated $84.1K and leaving 16,968 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #137.

VisionPoint Advisory Group first reported a position in BMY in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.41M in Q1 2020. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • VisionPoint Advisory Group held 16,968 shares of Bristol-Myers Squibb worth $1.06M as of Q3 2026.
  • VisionPoint Advisory Group sold 1,331 Bristol-Myers Squibb shares in Q3 2026, an estimated $84.1K.
  • Bristol-Myers Squibb made up 0.17% of VisionPoint Advisory Group's portfolio in Q3 2026, its #137 holding.
  • VisionPoint Advisory Group first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 17 quarters since.
  • VisionPoint Advisory Group's Bristol-Myers Squibb position peaked at $2.41M in Q1 2020.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.