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

AlTi 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 		$559K Sell
9,221
-105,548
-92% -$6.15M 0.01% 303
2025
Q4 		$6.19M Buy
114,769
+110,168
+2,394% +$5.3M 0.13% 82
2025
Q3 		$207K Buy
4,601
+181
+4% +$8.45K ﹤0.01% 422
2025
Q2 		$205K Buy
4,420
+482
+12% +$23.7K 0.01% 403
2025
Q1 		$240K Sell
3,938
-153
-4% -$8.92K 0.01% 356
2024
Q4 		$231K Sell
4,091
-160,244
-98% -$8.95M 0.01% 384
2024
Q3 		$8.5M Buy
164,335
+57,067
+53% +$2.68M 0.2% 63
2024
Q2 		$4.45M Buy
107,268
+95,291
+796% +$4.26M 0.12% 92
2024
Q1 		$650K Buy
11,977
+2,193
+22% +$112K 0.02% 227
2023
Q4 		$502K Buy
+9,784
New +$514K 0.02% 242

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

AlTi Global's BMY Position: Q1 2026 in Review

AlTi Global reduced its Bristol-Myers Squibb (BMY) stake by 92% in Q1 2026, selling an estimated $6.15M and leaving 9,221 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #303.

AlTi Global first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.5M in Q3 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • AlTi Global held 9,221 shares of Bristol-Myers Squibb worth $559K as of Q1 2026.
  • AlTi Global sold 105,548 Bristol-Myers Squibb shares in Q1 2026, an estimated $6.15M.
  • Bristol-Myers Squibb made up 0.01% of AlTi Global's portfolio in Q1 2026, its #303 holding.
  • AlTi Global first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's Bristol-Myers Squibb position peaked at $8.5M in Q3 2024.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.