W Advisors LLC
BMY icon

W Advisors LLC’s Bristol-Myers Squibb BMY Stock Holding History

W Advisors LLC’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 		$1.16M Buy
18,568
+49
+0.3% +$3.1K 0.51% 45
2026
Q2 		$1.07M Buy
18,519
+308
+2% +$17.7K 0.49% 49
2026
Q1 		$1.1M Buy
18,211
+232
+1% +$13.5K 0.57% 42
2025
Q4 		$970K Buy
17,979
+148
+0.8% +$7.12K 0.49% 47
2025
Q3 		$804K Buy
17,831
+154
+0.9% +$7.19K 0.42% 52
2025
Q2 		$818K Sell
17,677
-764
-4% -$37.5K 0.47% 49
2025
Q1 		$1.12M Sell
18,441
-143
-0.8% -$8.34K 0.7% 35
2024
Q4 		$1.05M Sell
18,584
-251
-1% -$14K 0.65% 37
2024
Q3 		$975K Sell
18,835
-1,151
-6% -$54K 0.6% 40
2024
Q2 		$830K Buy
19,986
+176
+0.9% +$7.88K 0.54% 43
2024
Q1 		$1.07M Buy
19,810
+73
+0.4% +$3.72K 0.74% 35
2023
Q4 		$1.01M Buy
19,737
+141
+0.7% +$7.4K 0.75% 32
2023
Q3 		$1.14M Sell
19,596
-2,157
-10% -$132K 0.93% 28
2023
Q2 		$1.39M Buy
21,753
+103
+0.5% +$6.91K 1.09% 24
2023
Q1 		$1.5M Buy
21,650
+35
+0.2% +$2.47K 1.24% 22
2022
Q4 		$1.56M Sell
21,615
-2,442
-10% -$184K 1.3% 20
2022
Q3 		$1.71M Sell
24,057
-213
-0.9% -$15.5K 1.59% 17
2022
Q2 		$1.87M Buy
24,270
+138
+0.6% +$10.5K 1.62% 16
2022
Q1 		$1.76M Buy
24,132
+1,036
+4% +$69.6K 1.33% 21
2021
Q4 		$1.44M Buy
+23,096
New +$1.35M 1.07% 24

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

W Advisors LLC's BMY Position: Q3 2026 in Review

W Advisors LLC increased its Bristol-Myers Squibb (BMY) stake by 0.26% in Q3 2026, buying an estimated $3.1K and bringing the position to 18,568 shares worth $1.16M. The position accounts for 0.51% of the portfolio, ranked #45.

W Advisors LLC first reported a position in BMY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.87M in Q2 2022. 1,630 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • W Advisors LLC held 18,568 shares of Bristol-Myers Squibb worth $1.16M as of Q3 2026.
  • W Advisors LLC bought 49 Bristol-Myers Squibb shares in Q3 2026, an estimated $3.1K.
  • Bristol-Myers Squibb made up 0.51% of W Advisors LLC's portfolio in Q3 2026, its #45 holding.
  • W Advisors LLC first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 20 quarters since.
  • W Advisors LLC's Bristol-Myers Squibb position peaked at $1.87M in Q2 2022.
  • 1,630 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.