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Aristotle Atlantic Partners’s Bristol-Myers Squibb BMY Stock Holding History

Aristotle Atlantic 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 		$1.13M Buy
+18,600
New +$1.08M 0.05% 84
2025
Q2 		– Sell
-3,600
Closed -$220K – 86
2025
Q1 		$220K Hold
3,600
– – 0.01% 88
2024
Q4 		$204K Buy
+3,600
New +$201K 0.01% 90
2023
Q4 		– Sell
-226,267
Closed -$13.1M – 97
2023
Q3 		$13.1M Sell
226,267
-5,491
-2% -$336K 0.53% 57
2023
Q2 		$14.8M Buy
231,758
+57,033
+33% +$3.82M 0.56% 55
2023
Q1 		$12.1M Buy
174,725
+981
+0.6% +$69.2K 0.62% 55
2022
Q4 		$12.5M Buy
173,744
+669
+0.4% +$50.4K 0.7% 47
2022
Q3 		$12.3M Buy
173,075
+1,281
+0.7% +$92.9K 0.75% 46
2022
Q2 		$13.2M Buy
171,794
+33,684
+24% +$2.57M 1.02% 27
2022
Q1 		$10.1M Buy
138,110
+3,680
+3% +$247K 0.62% 40
2021
Q4 		$8.38M Sell
134,430
-31,655
-19% -$1.86M 0.49% 49
2021
Q3 		$9.83M Buy
166,085
+2,336
+1% +$154K 0.65% 38
2021
Q2 		$10.9M Buy
163,749
+3,257
+2% +$212K 0.72% 35
2021
Q1 		$10.1M Buy
160,492
+32,559
+25% +$2.03M 0.74% 37
2020
Q4 		$7.93M Buy
127,933
+964
+0.8% +$59.3K 0.61% 39
2020
Q3 		$7.66M Buy
126,969
+1,006
+0.8% +$60.5K 0.67% 37
2020
Q2 		$7.41M Buy
125,963
+3,419
+3% +$205K 0.71% 36
2020
Q1 		$6.83M Buy
122,544
+760
+0.6% +$46.5K 1.04% 31
2019
Q4 		$7.82M Buy
+121,784
New +$6.97M 1% 33
2018
Q4 		– Sell
-3,600
Closed -$223K – 88
2018
Q3 		$223K Buy
+3,600
New +$214K 0.14% 41
2018
Q2 		– Sell
-3,600
Closed -$228K – 85
2018
Q1 		$228K Hold
3,600
– – 0.08% 84
2017
Q4 		$221K Buy
+3,600
New +$225K 0.08% 81

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

Aristotle Atlantic Partners's BMY Position: Q1 2026 in Review

Aristotle Atlantic Partners opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 18,600 shares worth $1.13M. The stake represents 0.05% of the portfolio and ranks #84 among its holdings. This is a return to the name: Aristotle Atlantic Partners previously reported a position in BMY as recently as Q1 2025.

Aristotle Atlantic Partners first reported a position in BMY in Q4 2017 and has held it in 22 quarters since. The position peaked at $14.8M in Q2 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Aristotle Atlantic Partners held 18,600 shares of Bristol-Myers Squibb worth $1.13M as of Q1 2026.
  • Bristol-Myers Squibb was a new Aristotle Atlantic Partners position in Q1 2026.
  • Bristol-Myers Squibb made up 0.05% of Aristotle Atlantic Partners's portfolio in Q1 2026, its #84 holding.
  • Aristotle Atlantic Partners first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 22 quarters since.
  • Aristotle Atlantic Partners's Bristol-Myers Squibb position peaked at $14.8M in Q2 2023.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Aristotle Atlantic Partners's 13F filing for Q1 2026, filed 15 May 2026.