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

Wealth Quarterback’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	$1.61M	Sell	25,856 -1,082	-4%	-$68.4K	0.49%	38
2026 Q2	$1.55M	Sell	26,938 -164	-0.6%	-$9.42K	0.48%	43
2026 Q1	$1.64M	Sell	27,102 -5,720	-17%	-$333K	0.65%	36
2025 Q4	$1.77M	Buy	32,822 +3,080	+10%	+$148K	0.64%	29
2025 Q3	$1.34M	Buy	29,742 +4,299	+17%	+$201K	0.52%	39
2025 Q2	$1.18M	Buy	25,443 +7,603	+43%	+$373K	0.56%	39
2025 Q1	$1.09M	Sell	17,840 -1,087	-6%	-$63.4K	0.61%	39
2024 Q4	$1.07M	Buy	18,927 +443	+2%	+$24.8K	0.5%	41
2024 Q3	$956K	Sell	18,484 -899	-5%	-$42.2K	0.5%	45
2024 Q2	$805K	Buy	+19,383	New	+$867K	0.46%	46
2021 Q3	$99K	Buy	1,747 +110	+7%	+$7.24K	0.07%	161
2021 Q2	$110K	Buy	+1,637	New	+$107K	0.07%	163
2020 Q2	–	Sell	-1,381	Closed	-$77K	–	186
2020 Q1	$77K	Sell	1,381 -6,870	-83%	-$420K	0.07%	174
2019 Q4	$116K	Buy	+8,251	New	+$473K	0.1%	148

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Quarterback's BMY Position: Q3 2026 in Review

Wealth Quarterback reduced its Bristol-Myers Squibb (BMY) stake by 4% in Q3 2026, selling an estimated $68.4K and leaving 25,856 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #38.

Wealth Quarterback first reported a position in BMY in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.77M in Q4 2025. 801 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Wealth Quarterback held 25,856 shares of Bristol-Myers Squibb worth $1.61M as of Q3 2026.
Wealth Quarterback sold 1,082 Bristol-Myers Squibb shares in Q3 2026, an estimated $68.4K.
Bristol-Myers Squibb made up 0.49% of Wealth Quarterback's portfolio in Q3 2026, its #38 holding.
Wealth Quarterback first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 14 quarters since.
Wealth Quarterback's Bristol-Myers Squibb position peaked at $1.77M in Q4 2025.
801 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.