Ariel Investments’s Bristol-Myers Squibb BMY Stock Holding History

Ariel Investments’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	$43.8M	Sell	721,731 -10,946	-1%	-$638K	0.49%	50
2025 Q4	$39.5M	Buy	+732,677	New	+$35.2M	0.43%	52
2024 Q4	–	Sell	-342,514	Closed	-$17.7M	–	111
2024 Q3	$17.7M	Sell	342,514 -276,697	-45%	-$13M	0.18%	85
2024 Q2	$25.7M	Sell	619,211 -14,902	-2%	-$667K	0.28%	79
2024 Q1	$34.4M	Sell	634,113 -345,635	-35%	-$17.6M	0.34%	75
2023 Q4	$50.3M	Buy	979,748 +326,789	+50%	+$17.2M	0.5%	61
2023 Q3	$37.9M	Sell	652,959 -108,249	-14%	-$6.63M	0.4%	67
2023 Q2	$48.7M	Sell	761,208 -25,255	-3%	-$1.69M	0.46%	65
2023 Q1	$54.5M	Sell	786,463 -3,203	-0.4%	-$226K	0.52%	58
2022 Q4	$56.8M	Sell	789,666 -9,868	-1%	-$744K	0.58%	55
2022 Q3	$56.8M	Sell	799,534 -14,227	-2%	-$1.03M	0.62%	52
2022 Q2	$62.7M	Buy	813,761 +17,859	+2%	+$1.36M	0.63%	54
2022 Q1	$58.1M	Buy	795,902 +5,197	+0.7%	+$349K	0.52%	58
2021 Q4	$49.3M	Sell	790,705 -62,684	-7%	-$3.68M	0.42%	66
2021 Q3	$50.5M	Buy	853,389 +279,410	+49%	+$18.4M	0.46%	61
2021 Q2	$38.4M	Sell	573,979 -126,655	-18%	-$8.26M	0.36%	66
2021 Q1	$44.2M	Buy	700,634 +445,836	+175%	+$27.7M	0.44%	63
2020 Q4	$15.8M	Sell	254,798 -69,158	-21%	-$4.25M	0.18%	84
2020 Q3	$19.5M	Sell	323,956 -32,440	-9%	-$1.95M	0.28%	75
2020 Q2	$21M	Buy	356,396 +221,890	+165%	+$13.3M	0.32%	73
2020 Q1	$7.5M	Buy	+134,506	New	+$8.22M	0.13%	92

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

Ariel Investments's BMY Position: Q1 2026 in Review

Ariel Investments reduced its Bristol-Myers Squibb (BMY) stake by 1.5% in Q1 2026, selling an estimated $638K and leaving 721,731 shares worth $43.8M. The position accounts for 0.49% of the portfolio, ranked #50.

Ariel Investments first reported a position in BMY in Q1 2020 and has held it in 21 quarters since. The position peaked at $62.7M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Ariel Investments held 721,731 shares of Bristol-Myers Squibb worth $43.8M as of Q1 2026.
Ariel Investments sold 10,946 Bristol-Myers Squibb shares in Q1 2026, an estimated $638K.
Bristol-Myers Squibb made up 0.49% of Ariel Investments's portfolio in Q1 2026, its #50 holding.
Ariel Investments first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 21 quarters since.
Ariel Investments's Bristol-Myers Squibb position peaked at $62.7M in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Ariel Investments's 13F filing for Q1 2026, filed 14 May 2026.