Walker Asset Management
BMY icon

Walker Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Walker Asset Management’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 		$543K Buy
8,701
+85
+1% +$5.37K 0.28% 67
2026
Q2 		$496K Buy
8,616
+94
+1% +$5.4K 0.25% 77
2026
Q1 		$517K Buy
8,522
+103
+1% +$6K 0.28% 70
2025
Q4 		$454K Buy
8,419
+131
+2% +$6.3K 0.24% 77
2025
Q3 		$374K Buy
8,288
+99
+1% +$4.62K 0.21% 87
2025
Q2 		$379K Buy
8,189
+130
+2% +$6.38K 0.22% 80
2025
Q1 		$491K Buy
8,059
+72
+0.9% +$4.2K 0.3% 60
2024
Q4 		$452K Buy
7,987
+44
+0.6% +$2.46K 0.28% 60
2024
Q3 		$411K Buy
7,943
+115
+1% +$5.4K 0.25% 67
2024
Q2 		$325K Buy
7,828
+1,371
+21% +$61.3K 0.22% 89
2024
Q1 		$350K Buy
6,457
+450
+7% +$22.9K 0.23% 81
2023
Q4 		$308K Buy
6,007
+2,000
+50% +$105K 0.22% 87
2023
Q3 		$233K Buy
4,007
+13
+0.3% +$797 0.21% 81
2023
Q2 		$255K Buy
3,994
+29
+0.7% +$1.94K 0.21% 73
2023
Q1 		$275K Buy
3,965
+37
+0.9% +$2.61K 0.24% 65
2022
Q4 		$283K Sell
3,928
-135
-3% -$10.2K 0.25% 59
2022
Q3 		$289K Sell
4,063
-54
-1% -$3.92K 0.26% 52
2022
Q2 		$317K Sell
4,117
-132
-3% -$10.1K 0.29% 53
2022
Q1 		$310K Buy
4,249
+31
+0.7% +$2.08K 0.25% 58
2021
Q4 		$263K Buy
+4,218
New +$247K 0.23% 66

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Walker Asset Management's BMY Position: Q3 2026 in Review

Walker Asset Management increased its Bristol-Myers Squibb (BMY) stake by 0.99% in Q3 2026, buying an estimated $5.37K and bringing the position to 8,701 shares worth $543K. The position accounts for 0.28% of the portfolio, ranked #67.

Walker Asset Management first reported a position in BMY in Q4 2021 and has held it in 20 quarters since. 623 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Walker Asset Management held 8,701 shares of Bristol-Myers Squibb worth $543K as of Q3 2026.
  • Walker Asset Management bought 85 Bristol-Myers Squibb shares in Q3 2026, an estimated $5.37K.
  • Bristol-Myers Squibb made up 0.28% of Walker Asset Management's portfolio in Q3 2026, its #67 holding.
  • Walker Asset Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 20 quarters since.
  • 623 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.