Barbara Oil Co’s Bristol-Myers Squibb BMY Stock Holding History

Barbara Oil 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	$2.55M	Hold	42,000	–	–	0.98%	33
2025 Q4	$2.27M	Hold	42,000	–	–	0.84%	37
2025 Q3	$1.89M	Hold	42,000	–	–	0.71%	47
2025 Q2	$1.94M	Hold	42,000	–	–	0.76%	41
2025 Q1	$2.56M	Hold	42,000	–	–	1.04%	31
2024 Q4	$2.38M	Hold	42,000	–	–	0.98%	31
2024 Q3	$2.17M	Hold	42,000	–	–	0.89%	34
2024 Q2	$1.74M	Hold	42,000	–	–	0.76%	42
2024 Q1	$2.28M	Hold	42,000	–	–	0.96%	33
2023 Q4	$2.16M	Hold	42,000	–	–	0.97%	32
2023 Q3	$2.44M	Hold	42,000	–	–	1.16%	31
2023 Q2	$2.69M	Hold	42,000	–	–	1.23%	29
2023 Q1	$2.91M	Hold	42,000	–	–	1.39%	25
2022 Q4	$3.02M	Hold	42,000	–	–	1.44%	25
2022 Q3	$2.99M	Hold	42,000	–	–	1.64%	17
2022 Q2	$3.23M	Hold	42,000	–	–	1.68%	17
2022 Q1	$3.07M	Hold	42,000	–	–	1.41%	26
2021 Q4	$2.62M	Hold	42,000	–	–	1.13%	30
2021 Q3	$2.48M	Hold	42,000	–	–	1.16%	29
2021 Q2	$2.81M	Hold	42,000	–	–	1.29%	28
2021 Q1	$2.65M	Hold	42,000	–	–	1.28%	26
2020 Q4	$2.6M	Hold	42,000	–	–	1.31%	27
2020 Q3	$2.53M	Hold	42,000	–	–	1.39%	27
2020 Q2	$2.47M	Hold	42,000	–	–	1.43%	24
2020 Q1	$2.34M	Hold	42,000	–	–	1.56%	19
2019 Q4	$2.7M	Hold	42,000	–	–	1.43%	23
2019 Q3	$2.13M	Hold	42,000	–	–	1.21%	25
2019 Q2	$1.91M	Hold	42,000	–	–	1.09%	25
2019 Q1	$2M	Hold	42,000	–	–	1.19%	26
2018 Q4	$2.18M	Hold	42,000	–	–	1.48%	19
2018 Q3	$2.61M	Hold	42,000	–	–	1.53%	20
2018 Q2	$2.32M	Hold	42,000	–	–	1.49%	19
2018 Q1	$2.66M	Hold	42,000	–	–	1.73%	17
2017 Q4	$2.57M	Hold	42,000	–	–	1.64%	18
2017 Q3	$2.68M	Hold	42,000	–	–	1.85%	14
2017 Q2	$2.34M	Hold	42,000	–	–	1.68%	18
2017 Q1	$2.28M	Hold	42,000	–	–	1.69%	16
2016 Q4	$2.45M	Hold	42,000	–	–	1.91%	14
2016 Q3	$2.27M	Hold	42,000	–	–	1.81%	16
2016 Q2	$3.09M	Hold	42,000	–	–	2.49%	11
2016 Q1	$2.68M	Hold	42,000	–	–	2.27%	13
2015 Q4	$2.89M	Hold	42,000	–	–	2.43%	14
2015 Q3	$2.49M	Hold	42,000	–	–	2.2%	13
2015 Q2	$2.79M	Hold	42,000	–	–	2.33%	13
2015 Q1	$2.71M	Hold	42,000	–	–	2.22%	14
2014 Q4	$2.48M	Hold	42,000	–	–	2.01%	17
2014 Q3	$2.15M	Hold	42,000	–	–	1.82%	17
2014 Q2	$2.04M	Hold	42,000	–	–	1.73%	17
2014 Q1	$2.18M	Hold	42,000	–	–	1.93%	16
2013 Q4	$2.23M	Buy	+42,000	New	+$2.14M	1.94%	15

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

Barbara Oil Co's BMY Position: Q1 2026 in Review

Barbara Oil Co held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 42,000 shares worth $2.55M. The position accounts for 0.98% of the portfolio, ranked #33.

Barbara Oil Co first reported a position in BMY in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.23M in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Barbara Oil Co held 42,000 shares of Bristol-Myers Squibb worth $2.55M as of Q1 2026.
Barbara Oil Co left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.98% of Barbara Oil Co's portfolio in Q1 2026, its #33 holding.
Barbara Oil Co first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 50 quarters since.
Barbara Oil Co's Bristol-Myers Squibb position peaked at $3.23M in Q2 2022.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.