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Wedmont Private Capital’s Bristol-Myers Squibb BMY Stock Holding History

Wedmont Private Capital’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 		$1.3M Buy
21,784
+2,541
+13% +$161K 0.03% 315
2026
Q2 		$1.11M Buy
19,243
+2,073
+12% +$119K 0.03% 323
2026
Q1 		$1.02M Sell
17,170
-2,086
-11% -$122K 0.03% 312
2025
Q4 		$1.09M Buy
19,256
+5,588
+41% +$269K 0.04% 267
2025
Q3 		$610K Sell
13,668
-768
-5% -$35.9K 0.02% 401
2025
Q2 		$688K Buy
14,436
+3,074
+27% +$151K 0.03% 352
2025
Q1 		$576K Buy
11,362
+875
+8% +$51K 0.03% 342
2024
Q4 		$586K Buy
10,487
+2,392
+30% +$134K 0.03% 327
2024
Q3 		$433K Buy
8,095
+999
+14% +$46.9K 0.02% 405
2024
Q2 		$287K Sell
7,096
-1,857
-21% -$83.1K 0.02% 508
2024
Q1 		$462K Sell
8,953
-716
-7% -$36.5K 0.03% 337
2023
Q4 		$501K Sell
9,669
-4,553
-32% -$239K 0.04% 308
2023
Q3 		$805K Buy
14,222
+169
+1% +$10.4K 0.08% 159
2023
Q2 		$870K Sell
14,053
-1,023
-7% -$68.6K 0.09% 147
2023
Q1 		$1.06M Buy
15,076
+545
+4% +$38.4K 0.14% 102
2022
Q4 		$1.06M Buy
14,531
+2,712
+23% +$204K 0.16% 95
2022
Q3 		$840K Buy
11,819
+96
+0.8% +$6.96K 0.17% 98
2022
Q2 		$903K Buy
11,723
+2,110
+22% +$161K 0.19% 76
2022
Q1 		$709K Buy
9,613
+3,076
+47% +$207K 0.16% 109
2021
Q4 		$422K Buy
+6,537
New +$383K 0.13% 127

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

Wedmont Private Capital's BMY Position: Q3 2026 in Review

Wedmont Private Capital increased its Bristol-Myers Squibb (BMY) stake by 13% in Q3 2026, buying an estimated $161K and bringing the position to 21,784 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #315.

Wedmont Private Capital first reported a position in BMY in Q4 2021 and has held it in 20 quarters since. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Wedmont Private Capital held 21,784 shares of Bristol-Myers Squibb worth $1.3M as of Q3 2026.
  • Wedmont Private Capital bought 2,541 Bristol-Myers Squibb shares in Q3 2026, an estimated $161K.
  • Bristol-Myers Squibb made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #315 holding.
  • Wedmont Private Capital first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 20 quarters since.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.