Waterfront Wealth
BMY icon

Waterfront Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Waterfront Wealth’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 		$2.07M Buy
33,560
+112
+0.3% +$7.08K 0.33% 86
2026
Q2 		$1.93M Buy
33,448
+289
+0.9% +$16.6K 0.3% 101
2026
Q1 		$2.01M Buy
33,159
+1,414
+4% +$82.4K 0.37% 85
2025
Q4 		$1.75M Buy
31,745
+98
+0.3% +$4.72K 0.33% 91
2025
Q3 		$1.42M Sell
31,647
-437
-1% -$20.4K 0.29% 105
2025
Q2 		$1.49M Sell
32,084
-734
-2% -$36K 0.33% 89
2025
Q1 		$2M Buy
32,818
+148
+0.5% +$8.63K 0.49% 57
2024
Q4 		$1.85M Buy
32,670
+812
+3% +$45.4K 0.45% 62
2024
Q3 		$1.67M Buy
31,858
+7,837
+33% +$368K 0.41% 72
2024
Q2 		$998K Buy
24,021
+3,743
+18% +$167K 0.27% 119
2024
Q1 		$904K Buy
+20,278
New +$1.03M 0.25% 125
2022
Q1 		– Sell
-3,850
Closed -$240K – 245
2021
Q4 		$240K Sell
3,850
-74
-2% -$4.34K 0.1% 199
2021
Q3 		$232K Buy
3,924
+100
+3% +$6.59K 0.11% 160
2021
Q2 		$256K Buy
+3,824
New +$249K 0.12% 150

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Waterfront Wealth's BMY Position: Q3 2026 in Review

Waterfront Wealth increased its Bristol-Myers Squibb (BMY) stake by 0.33% in Q3 2026, buying an estimated $7.08K and bringing the position to 33,560 shares worth $2.07M. The position accounts for 0.33% of the portfolio, ranked #86.

Waterfront Wealth first reported a position in BMY in Q2 2021 and has held it in 14 quarters since. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Waterfront Wealth held 33,560 shares of Bristol-Myers Squibb worth $2.07M as of Q3 2026.
  • Waterfront Wealth bought 112 Bristol-Myers Squibb shares in Q3 2026, an estimated $7.08K.
  • Bristol-Myers Squibb made up 0.33% of Waterfront Wealth's portfolio in Q3 2026, its #86 holding.
  • Waterfront Wealth first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 14 quarters since.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.