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Algert Global’s Bristol-Myers Squibb BMY Stock Holding History

Algert Global’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 		$9.23M Sell
152,200
-5,919
-4% -$345K 0.14% 227
2025
Q4 		$8.53M Buy
158,119
+16,980
+12% +$817K 0.13% 261
2025
Q3 		$6.37M Buy
+141,139
New +$6.59M 0.11% 338
2025
Q2 		– Sell
-12,090
Closed -$737K – 1188
2025
Q1 		$737K Sell
12,090
-91,485
-88% -$5.33M 0.02% 830
2024
Q4 		$5.86M Buy
103,575
+4,219
+4% +$236K 0.14% 233
2024
Q3 		$5.14M Buy
99,356
+91,455
+1,158% +$4.29M 0.14% 245
2024
Q2 		$328K Buy
+7,901
New +$354K 0.01% 1089

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Algert Global's BMY Position: Q1 2026 in Review

Algert Global reduced its Bristol-Myers Squibb (BMY) stake by 3.7% in Q1 2026, selling an estimated $345K and leaving 152,200 shares worth $9.23M. The position accounts for 0.14% of the portfolio, ranked #227.

Algert Global first reported a position in BMY in Q2 2024 and has held it in 7 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Algert Global held 152,200 shares of Bristol-Myers Squibb worth $9.23M as of Q1 2026.
  • Algert Global sold 5,919 Bristol-Myers Squibb shares in Q1 2026, an estimated $345K.
  • Bristol-Myers Squibb made up 0.14% of Algert Global's portfolio in Q1 2026, its #227 holding.
  • Algert Global first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 7 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.