BP
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BBR Partners’s Bristol-Myers Squibb BMY Stock Holding History

BBR 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 		$539K Hold
8,890
– – 0.03% 147
2025
Q4 		$480K Sell
8,890
-44
-0.5% -$2.12K 0.03% 168
2025
Q3 		$403K Buy
8,934
+44
+0.5% +$2.06K 0.02% 177
2025
Q2 		$412K Sell
8,890
-1,022
-10% -$50.2K 0.03% 158
2025
Q1 		$605K Hold
9,912
– – 0.04% 120
2024
Q4 		$561K Sell
9,912
-1,006
-9% -$56.2K 0.04% 136
2024
Q3 		$565K Sell
10,918
-171
-2% -$8.02K 0.04% 124
2024
Q2 		$461K Sell
11,089
-899
-7% -$40.2K 0.04% 116
2024
Q1 		$650K Buy
11,988
+1,079
+10% +$55K 0.05% 124
2023
Q4 		$560K Sell
10,909
-441
-4% -$23.1K 0.06% 98
2023
Q3 		$659K Buy
11,350
+362
+3% +$22.2K 0.07% 81
2023
Q2 		$703K Sell
10,988
-224
-2% -$15K 0.08% 83
2023
Q1 		$777K Sell
11,212
-689
-6% -$48.6K 0.09% 78
2022
Q4 		$856K Hold
11,901
– – 0.1% 81
2022
Q3 		$846K Sell
11,901
-3,328
-22% -$241K 0.11% 79
2022
Q2 		$1.17M Hold
15,229
– – 0.14% 69
2022
Q1 		$1.11M Buy
15,229
+9,087
+148% +$610K 0.1% 85
2021
Q4 		$383K Buy
6,142
+1,834
+43% +$108K 0.05% 137
2021
Q3 		$255K Sell
4,308
-545
-11% -$35.9K 0.02% 190
2021
Q2 		$324K Buy
4,853
+150
+3% +$9.78K 0.03% 147
2021
Q1 		$297K Buy
4,703
+1,283
+38% +$79.8K 0.02% 167
2020
Q4 		$212K Buy
3,420
+92
+3% +$5.66K 0.02% 176
2020
Q3 		$201K Buy
+3,328
New +$200K 0.02% 173

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

BBR Partners's BMY Position: Q1 2026 in Review

BBR Partners held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 8,890 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #147.

BBR Partners first reported a position in BMY in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q2 2022. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • BBR Partners held 8,890 shares of Bristol-Myers Squibb worth $539K as of Q1 2026.
  • BBR Partners left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.03% of BBR Partners's portfolio in Q1 2026, its #147 holding.
  • BBR Partners first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 23 quarters since.
  • BBR Partners's Bristol-Myers Squibb position peaked at $1.17M in Q2 2022.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.