WPG Advisers
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WPG Advisers’s Bristol-Myers Squibb BMY Stock Holding History

WPG Advisers’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 		$166K Buy
2,664
+38
+1% +$2.4K 0.09% 122
2026
Q2 		$151K Buy
2,626
+787
+43% +$45.2K 0.09% 134
2026
Q1 		$112K Buy
1,839
+71
+4% +$4.14K 0.08% 134
2025
Q4 		$95.4K Buy
1,768
+469
+36% +$22.6K 0.07% 171
2025
Q3 		$58.6K Sell
1,299
-428
-25% -$20K 0.05% 256
2025
Q2 		$79.9K Buy
1,727
+624
+57% +$30.6K 0.07% 194
2025
Q1 		$67.3K Buy
1,103
+328
+42% +$19.1K 0.06% 214
2024
Q4 		$43.8K Buy
+775
New +$43.3K 0.04% 313

Other funds holding BMY

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WPG Advisers's BMY Position: Q3 2026 in Review

WPG Advisers increased its Bristol-Myers Squibb (BMY) stake by 1.4% in Q3 2026, buying an estimated $2.4K and bringing the position to 2,664 shares worth $166K. The position accounts for 0.09% of the portfolio, ranked #122.

WPG Advisers first reported a position in BMY in Q4 2024 and has held it in 8 quarters since. 1,436 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • WPG Advisers held 2,664 shares of Bristol-Myers Squibb worth $166K as of Q3 2026.
  • WPG Advisers bought 38 Bristol-Myers Squibb shares in Q3 2026, an estimated $2.4K.
  • Bristol-Myers Squibb made up 0.09% of WPG Advisers's portfolio in Q3 2026, its #122 holding.
  • WPG Advisers first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 8 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.