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Ancora Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Ancora Advisors’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 		$1.71M Sell
28,149
-276
-1% -$16.1K 0.04% 303
2025
Q4 		$1.53M Buy
28,425
+1,026
+4% +$49.4K 0.03% 328
2025
Q3 		$1.24M Sell
27,399
-2,319
-8% -$108K 0.02% 379
2025
Q2 		$1.38M Sell
29,718
-1,304
-4% -$64K 0.03% 351
2025
Q1 		$1.89M Buy
31,022
+367
+1% +$21.4K 0.04% 284
2024
Q4 		$1.73M Buy
30,655
+1,528
+5% +$85.4K 0.04% 303
2024
Q3 		$1.51M Sell
29,127
-9,189
-24% -$431K 0.03% 317
2024
Q2 		$1.59M Sell
38,316
-2,622
-6% -$117K 0.04% 303
2024
Q1 		$2.22M Buy
40,938
+3,654
+10% +$186K 0.05% 262
2023
Q4 		$1.91M Buy
37,284
+1,142
+3% +$59.9K 0.04% 271
2023
Q3 		$2.1M Sell
36,142
-939
-3% -$57.5K 0.06% 244
2023
Q2 		$2.37M Buy
37,081
+396
+1% +$26.6K 0.06% 228
2023
Q1 		$2.54M Sell
36,685
-978
-3% -$69K 0.07% 205
2022
Q4 		$2.71M Buy
37,663
+2,930
+8% +$221K 0.08% 211
2022
Q3 		$2.47M Sell
34,733
-1,792
-5% -$130K 0.08% 208
2022
Q2 		$2.81M Buy
36,525
+686
+2% +$52.2K 0.08% 204
2022
Q1 		$2.62M Sell
35,839
-497
-1% -$33.4K 0.06% 243
2021
Q4 		$2.27M Sell
36,336
-885
-2% -$51.9K 0.05% 265
2021
Q3 		$2.2M Sell
37,221
-457
-1% -$30.1K 0.06% 263
2021
Q2 		$2.52M Sell
37,678
-1,333
-3% -$86.9K 0.07% 250
2021
Q1 		$2.46M Sell
39,011
-389
-1% -$24.2K 0.07% 238
2020
Q4 		$2.44M Sell
39,400
-1,178
-3% -$72.4K 0.08% 234
2020
Q3 		$2.45M Buy
40,578
+460
+1% +$27.7K 0.1% 198
2020
Q2 		$2.36M Sell
40,118
-15,955
-28% -$954K 0.1% 203
2020
Q1 		$3.13M Buy
56,073
+7
+0% +$428 0.14% 173
2019
Q4 		$3.6M Buy
56,066
+9,863
+21% +$565K 0.13% 174
2019
Q3 		$2.34M Sell
46,203
-269
-0.6% -$12.6K 0.1% 200
2019
Q2 		$2.11M Buy
46,472
+8,891
+24% +$414K 0.09% 209
2019
Q1 		$1.79M Sell
37,581
-97,596
-72% -$4.86M 0.08% 232
2018
Q4 		$7.03M Sell
135,177
-14,814
-10% -$796K 0.34% 105
2018
Q3 		$9.31M Buy
149,991
+32,267
+27% +$1.91M 0.36% 95
2018
Q2 		$6.51M Buy
117,724
+2,217
+2% +$120K 0.28% 124
2018
Q1 		$7.31M Buy
115,507
+5,331
+5% +$343K 0.33% 99
2017
Q4 		$6.75M Buy
110,176
+2,689
+3% +$168K 0.36% 82
2017
Q3 		$6.85M Buy
107,487
+4,647
+5% +$271K 0.4% 71
2017
Q2 		$5.73M Buy
102,840
+569
+0.6% +$31K 0.37% 70
2017
Q1 		$5.56M Sell
102,271
-242
-0.2% -$13.3K 0.38% 73
2016
Q4 		$5.99M Buy
102,513
+16,063
+19% +$878K 0.44% 50
2016
Q3 		$4.66M Buy
86,450
+150
+0.2% +$9.63K 0.47% 49
2016
Q2 		$6.35M Buy
86,300
+1,490
+2% +$105K 0.74% 25
2016
Q1 		$5.42M Buy
84,810
+411
+0.5% +$25.9K 0.67% 33
2015
Q4 		$5.81M Buy
84,399
+505
+0.6% +$33.4K 0.74% 25
2015
Q3 		$4.97M Sell
83,894
-650
-0.8% -$41.2K 0.64% 34
2015
Q2 		$5.63M Buy
+84,544
New +$5.57M 0.66% 33
2015
Q1 		– Sell
-82,704
Closed -$4.88M – 500
2014
Q4 		$4.88M Buy
82,704
+1,200
+1% +$67.7K 0.6% 45
2014
Q3 		$4.17M Sell
81,504
-1,800
-2% -$89.9K 0.54% 47
2014
Q2 		$4.04M Buy
83,304
+6,350
+8% +$313K 0.52% 47
2014
Q1 		$4M Buy
76,954
+7,750
+11% +$412K 0.57% 47
2013
Q4 		$3.68M Sell
69,204
-4,188
-6% -$213K 0.56% 46
2013
Q3 		$3.4M Buy
73,392
+2,000
+3% +$87.8K 0.58% 43
2013
Q2 		$3.19M Buy
+71,392
New +$3.1M 0.55% 46

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

Ancora Advisors's BMY Position: Q1 2026 in Review

Ancora Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.97% in Q1 2026, selling an estimated $16.1K and leaving 28,149 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #303.

Ancora Advisors first reported a position in BMY in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.31M in Q3 2018. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Ancora Advisors held 28,149 shares of Bristol-Myers Squibb worth $1.71M as of Q1 2026.
  • Ancora Advisors sold 276 Bristol-Myers Squibb shares in Q1 2026, an estimated $16.1K.
  • Bristol-Myers Squibb made up 0.04% of Ancora Advisors's portfolio in Q1 2026, its #303 holding.
  • Ancora Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 51 quarters since.
  • Ancora Advisors's Bristol-Myers Squibb position peaked at $9.31M in Q3 2018.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.