Bank Julius Baer & Co
BMY icon

Bank Julius Baer & Co’s Bristol-Myers Squibb BMY Stock Holding History

Bank Julius Baer & Co’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 		$77.2M Buy
1,280,971
+35,930
+3% +$2.09M 0.23% 89
2025
Q4 		$67.3M Sell
1,245,041
-1,462,716
-54% -$70.4M 0.19% 101
2025
Q3 		$122M Buy
2,707,757
+41,271
+2% +$1.93M 0.34% 72
2025
Q2 		$123M Buy
2,666,486
+116,605
+5% +$5.72M 0.37% 75
2025
Q1 		$155M Buy
2,549,881
+213,302
+9% +$12.4M 0.5% 57
2024
Q4 		$141M Buy
2,336,579
+125,830
+6% +$7.03M 0.43% 58
2024
Q3 		$128M Sell
2,210,749
-111,924
-5% -$5.25M 0.43% 59
2024
Q2 		$105M Sell
2,322,673
-40,042
-2% -$1.79M 0.4% 63
2024
Q1 		$127M Buy
2,362,715
+764,320
+48% +$38.9M 0.49% 55
2023
Q4 		$82M Buy
1,598,395
+968,370
+154% +$50.8M 0.35% 73
2023
Q3 		$36.6M Sell
630,025
-32,535
-5% -$1.99M 0.21% 90
2023
Q2 		$42.4M Sell
662,560
-102,977
-13% -$6.91M 0.25% 84
2023
Q1 		$53.1M Sell
765,537
-113,425
-13% -$8M 0.34% 74
2022
Q4 		$63.2M Buy
878,962
+75,822
+9% +$5.72M 0.43% 60
2022
Q3 		$57.1M Sell
803,140
-154,638
-16% -$11.2M 0.43% 61
2022
Q2 		$73.7M Buy
957,778
+178,157
+23% +$13.6M 0.52% 49
2022
Q1 		$56.9M Buy
779,621
+18,337
+2% +$1.23M 0.34% 59
2021
Q4 		$47.5M Buy
761,284
+10,966
+1% +$643K 0.25% 72
2021
Q3 		$44.4M Sell
750,318
-3,049
-0.4% -$201K 0.28% 73
2021
Q2 		$50.3M Sell
753,367
-7,787
-1% -$508K 0.32% 68
2021
Q1 		$48.1M Sell
761,154
-56,918
-7% -$3.54M 0.36% 65
2020
Q4 		$50.7M Sell
818,072
-636,104
-44% -$39.1M 0.42% 54
2020
Q3 		$87.7M Sell
1,454,176
-99,677
-6% -$6M 0.86% 31
2020
Q2 		$91.2M Buy
1,553,853
+196,153
+14% +$11.7M 1.05% 26
2020
Q1 		$75.7M Buy
+1,357,700
New +$83M 1.75% 9

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

Bank Julius Baer & Co's BMY Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Bristol-Myers Squibb (BMY) stake by 2.9% in Q1 2026, buying an estimated $2.09M and bringing the position to 1,280,971 shares worth $77.2M. The position accounts for 0.23% of the portfolio, ranked #89.

Bank Julius Baer & Co first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. The position peaked at $155M in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Bank Julius Baer & Co held 1,280,971 shares of Bristol-Myers Squibb worth $77.2M as of Q1 2026.
  • Bank Julius Baer & Co bought 35,930 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.09M.
  • Bristol-Myers Squibb made up 0.23% of Bank Julius Baer & Co's portfolio in Q1 2026, its #89 holding.
  • Bank Julius Baer & Co first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Bristol-Myers Squibb position peaked at $155M in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.