JTBR
BMY icon

James T. Borello RIA’s Bristol-Myers Squibb BMY Stock Holding History

James T. Borello RIA’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 		$37.1K Buy
595
+53
+10% +$3.35K 0.01% 289
2026
Q2 		$31.2K Hold
542
– – 0.01% 312
2026
Q1 		$32.9K Buy
542
+192
+55% +$11.2K 0.01% 273
2025
Q4 		$18.9K Buy
350
+268
+327% +$12.9K ﹤0.01% 288
2025
Q3 		$3.7K Buy
+82
New +$3.83K ﹤0.01% 556

Other funds holding BMY

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

James T. Borello RIA's BMY Position: Q3 2026 in Review

James T. Borello RIA increased its Bristol-Myers Squibb (BMY) stake by 9.8% in Q3 2026, buying an estimated $3.35K and bringing the position to 595 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #289.

James T. Borello RIA first reported a position in BMY in Q3 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • James T. Borello RIA held 595 shares of Bristol-Myers Squibb worth $37.1K as of Q3 2026.
  • James T. Borello RIA bought 53 Bristol-Myers Squibb shares in Q3 2026, an estimated $3.35K.
  • Bristol-Myers Squibb made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #289 holding.
  • James T. Borello RIA first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.