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Ameritas Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Ameritas Investment Partners’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 		$3.32M Sell
54,684
-629
-1% -$36.7K 0.1% 190
2025
Q4 		$2.98M Sell
55,313
-5,251
-9% -$253K 0.09% 209
2025
Q3 		$2.73M Sell
60,564
-3,007
-5% -$140K 0.08% 246
2025
Q2 		$2.94M Buy
63,571
+1,089
+2% +$53.5K 0.09% 208
2025
Q1 		$3.81M Buy
62,482
+222
+0.4% +$12.9K 0.13% 128
2024
Q4 		$3.52M Buy
62,260
+10,299
+20% +$575K 0.11% 149
2024
Q3 		$2.69M Sell
51,961
-3,375
-6% -$158K 0.09% 237
2024
Q2 		$2.3M Buy
55,336
+338
+0.6% +$15.1K 0.08% 262
2024
Q1 		$2.98M Sell
54,998
-288
-0.5% -$14.7K 0.1% 197
2023
Q4 		$2.84M Sell
55,286
-3,776
-6% -$198K 0.1% 188
2023
Q3 		$3.43M Sell
59,062
-5,204
-8% -$319K 0.14% 128
2023
Q2 		$4.11M Sell
64,266
-4,702
-7% -$315K 0.15% 111
2023
Q1 		$4.78M Buy
68,968
+312
+0.5% +$22K 0.19% 83
2022
Q4 		$4.97M Sell
68,656
-1,143
-2% -$86.2K 0.2% 80
2022
Q3 		$4.96M Buy
69,799
+147
+0.2% +$10.7K 0.22% 69
2022
Q2 		$5.36M Sell
69,652
-1,648
-2% -$126K 0.23% 62
2022
Q1 		$5.21M Sell
71,300
-1,239
-2% -$83.2K 0.19% 81
2021
Q4 		$4.52M Sell
72,539
-1,008
-1% -$59.1K 0.15% 103
2021
Q3 		$4.35M Sell
73,547
-592
-0.8% -$39K 0.16% 93
2021
Q2 		$4.95M Sell
74,139
-1,128
-1% -$73.6K 0.18% 82
2021
Q1 		$4.72M Sell
75,267
-1,445
-2% -$89.9K 0.18% 82
2020
Q4 		$4.76M Sell
76,712
-2,334
-3% -$144K 0.22% 68
2020
Q3 		$4.76M Sell
79,046
-2,440
-3% -$147K 0.22% 70
2020
Q2 		$4.79M Sell
81,486
-1,497
-2% -$89.5K 0.23% 68
2020
Q1 		$4.63M Buy
82,983
+1,017
+1% +$62.2K 0.26% 60
2019
Q4 		$5.26M Buy
81,966
+14,447
+21% +$827K 0.23% 61
2019
Q3 		$3.42M Sell
67,519
-634
-0.9% -$29.8K 0.16% 112
2019
Q2 		$3.09M Sell
68,153
-786
-1% -$36.6K 0.14% 128
2019
Q1 		$3.29M Sell
68,939
-1,527
-2% -$76.1K 0.15% 108
2018
Q4 		$3.66M Sell
70,466
-615
-0.9% -$33K 0.2% 83
2018
Q3 		$4.41M Sell
71,081
-1,872
-3% -$111K 0.2% 77
2018
Q2 		$4.04M Sell
72,953
-3,382
-4% -$183K 0.19% 86
2018
Q1 		$4.83M Sell
76,335
-11,376
-13% -$732K 0.23% 55
2017
Q4 		$6.66M Sell
87,711
-2,309
-3% -$144K 0.3% 44
2017
Q3 		$5.61M Sell
90,020
-1,649
-2% -$96.3K 0.27% 53
2017
Q2 		$5.11M Sell
91,669
-3,426
-4% -$186K 0.25% 54
2017
Q1 		$5.17M Sell
95,095
-11,644
-11% -$639K 0.26% 51
2016
Q4 		$6.24M Buy
106,739
+16,415
+18% +$897K 0.31% 45
2016
Q3 		$4.87M Sell
90,324
-13,075
-13% -$840K 0.27% 50
2016
Q2 		$7.6M Buy
103,399
+713
+0.7% +$50.4K 0.49% 30
2016
Q1 		$6.56M Sell
102,686
-6,871
-6% -$433K 0.44% 37
2015
Q4 		$7.54M Sell
109,557
-4,124
-4% -$273K 0.51% 24
2015
Q3 		$6.73M Sell
113,681
-586
-0.5% -$37.2K 0.48% 25
2015
Q2 		$7.6M Buy
114,267
+14,319
+14% +$944K 0.5% 25
2015
Q1 		$6.45M Sell
99,948
-2,284
-2% -$143K 0.42% 40
2014
Q4 		$6.03M Sell
102,232
-1,823
-2% -$103K 0.41% 41
2014
Q3 		$5.33M Buy
104,055
+3,492
+3% +$174K 0.38% 44
2014
Q2 		$4.88M Buy
100,563
+1,400
+1% +$69K 0.35% 50
2014
Q1 		$5.15M Buy
99,163
+6,475
+7% +$345K 0.41% 46
2013
Q4 		$4.92M Buy
92,688
+11,827
+15% +$602K 0.39% 45
2013
Q3 		$3.74M Buy
+80,861
New +$3.55M 0.35% 52

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

Ameritas Investment Partners's BMY Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Bristol-Myers Squibb (BMY) stake by 1.1% in Q1 2026, selling an estimated $36.7K and leaving 54,684 shares worth $3.32M. The position accounts for 0.1% of the portfolio, ranked #190.

Ameritas Investment Partners first reported a position in BMY in Q3 2013 and has held it in 51 quarters since. The position peaked at $7.6M in Q2 2016. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Ameritas Investment Partners held 54,684 shares of Bristol-Myers Squibb worth $3.32M as of Q1 2026.
  • Ameritas Investment Partners sold 629 Bristol-Myers Squibb shares in Q1 2026, an estimated $36.7K.
  • Bristol-Myers Squibb made up 0.1% of Ameritas Investment Partners's portfolio in Q1 2026, its #190 holding.
  • Ameritas Investment Partners first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 51 quarters since.
  • Ameritas Investment Partners's Bristol-Myers Squibb position peaked at $7.6M in Q2 2016.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.