AIMZ Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

AIMZ Investment Advisors’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 Q1	$3.19M	Sell	52,522 -760	-1%	-$44.3K	0.98%	35
2025 Q4	$2.87M	Sell	53,282 -596	-1%	-$28.7K	0.82%	38
2025 Q3	$2.43M	Buy	53,878 +1,032	+2%	+$48.2K	0.76%	41
2025 Q2	$2.45M	Sell	52,846 -87	-0.2%	-$4.27K	0.82%	39
2025 Q1	$3.23M	Sell	52,933 -171	-0.3%	-$9.97K	1.13%	32
2024 Q4	$3M	Sell	53,104 -145	-0.3%	-$8.1K	1.04%	29
2024 Q3	$2.76M	Sell	53,249 -170	-0.3%	-$7.97K	0.94%	34
2024 Q2	$2.22M	Buy	53,419 +799	+2%	+$35.8K	0.8%	38
2024 Q1	$2.85M	Buy	52,620 +105	+0.2%	+$5.35K	1.06%	32
2023 Q4	$2.69M	Buy	52,515 +2,004	+4%	+$105K	1.09%	32
2023 Q3	$2.93M	Sell	50,511 -274	-0.5%	-$16.8K	1.3%	25
2023 Q2	$3.25M	Sell	50,785 -97	-0.2%	-$6.5K	1.4%	22
2023 Q1	$3.53M	Sell	50,882 -897	-2%	-$63.3K	1.58%	19
2022 Q4	$3.73M	Sell	51,779 -517	-1%	-$39K	1.76%	17
2022 Q3	$3.72M	Buy	52,296 +27	+0.1%	+$1.96K	1.88%	15
2022 Q2	$4.03M	Buy	52,269 +3	+0%	+$228	1.93%	15
2022 Q1	$3.82M	Sell	52,266 -1,738	-3%	-$117K	1.57%	18
2021 Q4	$3.37M	Buy	54,004 +1,853	+4%	+$109K	1.31%	26
2021 Q3	$3.09M	Buy	52,151 +10,288	+25%	+$678K	1.39%	22
2021 Q2	$2.8M	Buy	41,863 +3	+0%	+$196	1.25%	27
2021 Q1	$2.64M	Sell	41,860 -253	-0.6%	-$15.7K	1.29%	29
2020 Q4	$2.61M	Sell	42,113 -145	-0.3%	-$8.92K	1.37%	28
2020 Q3	$2.55M	Sell	42,258 -594	-1%	-$35.8K	1.53%	23
2020 Q2	$2.52M	Buy	42,852 +830	+2%	+$49.6K	1.63%	20
2020 Q1	$2.34M	Buy	42,022 +5	+0%	+$306	1.82%	19
2019 Q4	$2.7M	Buy	42,017 +37,155	+764%	+$2.13M	1.75%	19
2019 Q3	$247K	Sell	4,862 -225	-4%	-$10.6K	0.17%	86
2019 Q2	$231K	Hold	5,087	–	–	0.16%	89
2019 Q1	$243K	Hold	5,087	–	–	0.17%	87
2018 Q4	$264K	Hold	5,087	–	–	0.2%	82
2018 Q3	$316K	Hold	5,087	–	–	0.2%	85
2018 Q2	$282K	Hold	5,087	–	–	0.2%	87
2018 Q1	$322K	Hold	5,087	–	–	0.23%	86
2017 Q4	$312K	Hold	5,087	–	–	0.23%	83
2017 Q3	$324K	Hold	5,087	–	–	0.27%	80
2017 Q2	$283K	Hold	5,087	–	–	0.24%	85
2017 Q1	$277K	Hold	5,087	–	–	0.23%	84
2016 Q4	$297K	Hold	5,087	–	–	0.27%	82
2016 Q3	$274K	Hold	5,087	–	–	0.25%	83
2016 Q2	$374K	Sell	5,087 -5,519	-52%	-$390K	0.34%	75
2016 Q1	$681K	Buy	10,606 +5,275	+99%	+$333K	0.3%	77
2015 Q4	$367K	Hold	5,331	–	–	0.33%	77
2015 Q3	$316K	Hold	5,331	–	–	0.29%	83
2015 Q2	$355K	Buy	5,331 +56	+1%	+$3.69K	0.31%	77
2015 Q1	$340K	Buy	5,275 +100	+2%	+$6.26K	0.29%	75
2014 Q4	$305K	Buy	+5,175	New	+$292K	0.27%	76

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMZ Investment Advisors's BMY Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 1.4% in Q1 2026, selling an estimated $44.3K and leaving 52,522 shares worth $3.19M. The position accounts for 0.98% of the portfolio, ranked #35.

AIMZ Investment Advisors first reported a position in BMY in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.03M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

AIMZ Investment Advisors held 52,522 shares of Bristol-Myers Squibb worth $3.19M as of Q1 2026.
AIMZ Investment Advisors sold 760 Bristol-Myers Squibb shares in Q1 2026, an estimated $44.3K.
Bristol-Myers Squibb made up 0.98% of AIMZ Investment Advisors's portfolio in Q1 2026, its #35 holding.
AIMZ Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's Bristol-Myers Squibb position peaked at $4.03M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.