Alan B. Lancz & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Alan B. Lancz & Associates’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	$337K	Sell	5,550 -800	-13%	-$46.6K	0.33%	84
2025 Q4	$343K	Sell	6,350 -150	-2%	-$7.22K	0.3%	85
2025 Q3	$293K	Sell	6,500 -250	-4%	-$11.7K	0.26%	100
2025 Q2	$312K	Hold	6,750	–	–	0.31%	86
2025 Q1	$412K	Hold	6,750	–	–	0.44%	62
2024 Q4	$382K	Sell	6,750 -600	-8%	-$33.5K	0.39%	69
2024 Q3	$380K	Hold	7,350	–	–	0.35%	78
2024 Q2	$305K	Buy	+7,350	New	+$329K	0.3%	92
2023 Q4	$372K	Sell	7,250 -3,100	-30%	-$163K	0.39%	75
2023 Q3	$601K	Buy	10,350 +100	+1%	+$6.13K	0.68%	36
2023 Q2	$655K	Hold	10,250	–	–	0.7%	33
2023 Q1	$710K	Sell	10,250 -100	-1%	-$7.05K	0.74%	30
2022 Q4	$750K	Hold	10,350	–	–	0.76%	31
2022 Q3	$736K	Hold	10,350	–	–	0.87%	26
2022 Q2	$764K	Sell	10,350 -300	-3%	-$22.8K	0.76%	29
2022 Q1	$778K	Buy	10,650 +700	+7%	+$47K	0.69%	33
2021 Q4	$620K	Buy	+9,950	New	+$584K	0.54%	50

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

Alan B. Lancz & Associates's BMY Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, selling an estimated $46.6K and leaving 5,550 shares worth $337K. The position accounts for 0.33% of the portfolio, ranked #84.

Alan B. Lancz & Associates first reported a position in BMY in Q4 2021 and has held it in 17 quarters since. The position peaked at $778K in Q1 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Alan B. Lancz & Associates held 5,550 shares of Bristol-Myers Squibb worth $337K as of Q1 2026.
Alan B. Lancz & Associates sold 800 Bristol-Myers Squibb shares in Q1 2026, an estimated $46.6K.
Bristol-Myers Squibb made up 0.33% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #84 holding.
Alan B. Lancz & Associates first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Bristol-Myers Squibb position peaked at $778K in Q1 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.