Alerus Financial’s Bristol-Myers Squibb BMY Stock Holding History

Alerus Financial’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	$1.2M	Buy	+19,760	New	+$1.15M	0.06%	130
2025 Q3	–	Sell	-1,300	Closed	-$60.2K	–	539
2025 Q2	$60.2K	Buy	+1,300	New	+$63.8K	﹤0.01%	229
2023 Q1	–	Sell	-4,218	Closed	-$303K	–	164
2022 Q4	$303K	Buy	+4,218	New	+$318K	0.03%	143

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

Alerus Financial's BMY Position: Q1 2026 in Review

Alerus Financial opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 19,760 shares worth $1.2M. The stake represents 0.06% of the portfolio and ranks #130 among its holdings. This is a return to the name: Alerus Financial previously reported a position in BMY as recently as Q2 2025.

Alerus Financial first reported a position in BMY in Q4 2022 and has held it in 3 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Alerus Financial held 19,760 shares of Bristol-Myers Squibb worth $1.2M as of Q1 2026.
Bristol-Myers Squibb was a new Alerus Financial position in Q1 2026.
Bristol-Myers Squibb made up 0.06% of Alerus Financial's portfolio in Q1 2026, its #130 holding.
Alerus Financial first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 3 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.