Alta Advisers’s Bristol-Myers Squibb BMY Stock Holding History

Alta Advisers’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	$470K	Hold	7,750	–	–	0.17%	85
2025 Q4	$418K	Sell	7,750 -2,400	-24%	-$115K	0.15%	102
2025 Q3	$458K	Hold	10,150	–	–	0.14%	117
2025 Q2	$470K	Hold	10,150	–	–	0.17%	110
2025 Q1	$619K	Buy	10,150 +3,400	+50%	+$198K	0.26%	80
2024 Q4	$382K	Buy	6,750 +1,250	+23%	+$69.8K	0.24%	84
2024 Q3	$285K	Hold	5,500	–	–	0.13%	100
2024 Q2	$228K	Hold	5,500	–	–	0.11%	110
2024 Q1	$298K	Hold	5,500	–	–	0.15%	83
2023 Q4	$282K	Hold	5,500	–	–	0.15%	82
2023 Q3	$319K	Hold	5,500	–	–	0.19%	64
2023 Q2	$352K	Hold	5,500	–	–	0.2%	59
2023 Q1	$381K	Hold	5,500	–	–	0.23%	52
2022 Q4	$396K	Hold	5,500	–	–	0.24%	50
2022 Q3	$391K	Buy	+5,500	New	+$399K	0.25%	43

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

Alta Advisers's BMY Position: Q1 2026 in Review

Alta Advisers held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 7,750 shares worth $470K. The position accounts for 0.17% of the portfolio, ranked #85.

Alta Advisers first reported a position in BMY in Q3 2022 and has held it in 15 quarters since. The position peaked at $619K in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Alta Advisers held 7,750 shares of Bristol-Myers Squibb worth $470K as of Q1 2026.
Alta Advisers left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.17% of Alta Advisers's portfolio in Q1 2026, its #85 holding.
Alta Advisers first reported a position in Bristol-Myers Squibb in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Bristol-Myers Squibb position peaked at $619K in Q1 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.