Xcel Wealth Management
BMY icon

Xcel Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Xcel Wealth 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 		$590K Sell
9,460
-361
-4% -$22.8K 0.15% 97
2026
Q2 		$566K Sell
9,821
-2,629
-21% -$151K 0.14% 101
2026
Q1 		$755K Sell
12,450
-4,546
-27% -$265K 0.21% 83
2025
Q4 		$917K Sell
16,996
-1,579
-9% -$76K 0.23% 75
2025
Q3 		$838K Sell
18,575
-2,169
-10% -$101K 0.22% 76
2025
Q2 		$960K Sell
20,744
-988
-5% -$48.5K 0.27% 68
2025
Q1 		$1.33M Buy
21,732
+6,913
+47% +$403K 0.41% 53
2024
Q4 		$838K Buy
14,819
+7,029
+90% +$393K 0.23% 66
2024
Q3 		$403K Hold
7,790
– – 0.12% 92
2024
Q2 		$324K Sell
7,790
-2,665
-25% -$119K 0.1% 94
2024
Q1 		$567K Sell
10,455
-1,515
-13% -$77.2K 0.18% 77
2023
Q4 		$614K Sell
11,970
-3,195
-21% -$168K 0.22% 72
2023
Q3 		$880K Sell
15,165
-14,471
-49% -$887K 0.35% 56
2023
Q2 		$1.9M Sell
29,636
-513
-2% -$34.4K 0.6% 47
2023
Q1 		$2.09M Sell
30,149
-227
-0.7% -$16K 0.74% 40
2022
Q4 		$2.19M Sell
30,376
-2,450
-7% -$185K 0.86% 34
2022
Q3 		$2.33M Sell
32,826
-9,185
-22% -$666K 0.87% 38
2022
Q2 		$3.24M Sell
42,011
-42,609
-50% -$3.25M 1.18% 27
2022
Q1 		$6.18M Sell
84,620
-90,290
-52% -$6.06M 1.69% 18
2021
Q4 		$10.9M Buy
174,910
+10,291
+6% +$604K 2.8% 5
2021
Q3 		$9.7M Buy
164,619
+26,623
+19% +$1.75M 2.82% 7
2021
Q2 		$9.22M Sell
137,996
-14,995
-10% -$978K 2.78% 7
2021
Q1 		$9.7M Buy
152,991
+34,645
+29% +$2.16M 3.44% 4
2020
Q4 		$7.34M Buy
118,346
+1,460
+1% +$89.8K 3.17% 7
2020
Q3 		$7.05M Buy
116,886
+16,215
+16% +$976K 3.62% 6
2020
Q2 		$5.92M Buy
100,671
+24,612
+32% +$1.47M 3.67% 6
2020
Q1 		$4.24M Buy
76,059
+56,648
+292% +$3.46M 3.82% 5
2019
Q4 		$1.24M Buy
+19,411
New +$1.11M 1.03% 31

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Xcel Wealth Management's BMY Position: Q3 2026 in Review

Xcel Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 3.7% in Q3 2026, selling an estimated $22.8K and leaving 9,460 shares worth $590K. The position accounts for 0.15% of the portfolio, ranked #97.

Xcel Wealth Management first reported a position in BMY in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.9M in Q4 2021. 1,630 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Xcel Wealth Management held 9,460 shares of Bristol-Myers Squibb worth $590K as of Q3 2026.
  • Xcel Wealth Management sold 361 Bristol-Myers Squibb shares in Q3 2026, an estimated $22.8K.
  • Bristol-Myers Squibb made up 0.15% of Xcel Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Xcel Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 28 quarters since.
  • Xcel Wealth Management's Bristol-Myers Squibb position peaked at $10.9M in Q4 2021.
  • 1,630 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.