Beese Fulmer Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.48M | Buy |
40,897
+5,075
| +14% | +$296K | 0.16% | 98 |
|
|
2025
Q4 | $1.93M | Buy |
35,822
+12,198
| +52% | +$587K | 0.13% | 108 |
|
|
2025
Q3 | $1.07M | Sell |
23,624
-828
| -3% | -$38.7K | 0.07% | 139 |
|
|
2025
Q2 | $1.13M | Sell |
24,452
-564
| -2% | -$27.7K | 0.08% | 134 |
|
|
2025
Q1 | $1.53M | Sell |
25,016
-193
| -0.8% | -$11.3K | 0.13% | 103 |
|
|
2024
Q4 | $1.43M | Buy |
25,209
+18
| +0.1% | +$1.01K | 0.12% | 103 |
|
|
2024
Q3 | $1.3M | Sell |
25,191
-724
| -3% | -$34K | 0.11% | 109 |
|
|
2024
Q2 | $1.08M | Sell |
25,915
-1,288
| -5% | -$57.6K | 0.1% | 115 |
|
|
2024
Q1 | $1.48M | Sell |
27,203
-2,902
| -10% | -$148K | 0.14% | 101 |
|
|
2023
Q4 | $1.54M | Sell |
30,105
-4,047
| -12% | -$212K | 0.16% | 96 |
|
|
2023
Q3 | $1.98M | Sell |
34,152
-1,964
| -5% | -$120K | 0.22% | 83 |
|
|
2023
Q2 | $2.31M | Sell |
36,116
-3,571
| -9% | -$239K | 0.25% | 78 |
|
|
2023
Q1 | $2.75M | Sell |
39,687
-846
| -2% | -$59.7K | 0.31% | 73 |
|
|
2022
Q4 | $2.92M | Buy |
40,533
+1
| +0% | +$75 | 0.35% | 73 |
|
|
2022
Q3 | $2.88M | Sell |
40,532
-1,499
| -4% | -$109K | 0.39% | 70 |
|
|
2022
Q2 | $3.24M | Buy |
42,031
+778
| +2% | +$59.3K | 0.41% | 65 |
|
|
2022
Q1 | $3.01M | Sell |
41,253
-2,356
| -5% | -$158K | 0.33% | 75 |
|
|
2021
Q4 | $2.72M | Sell |
43,609
-3,183
| -7% | -$187K | 0.28% | 82 |
|
|
2021
Q3 | $2.77M | Sell |
46,792
-58
| -0.1% | -$3.82K | 0.31% | 81 |
|
|
2021
Q2 | $3.13M | Sell |
46,850
-1,430
| -3% | -$93.2K | 0.35% | 79 |
|
|
2021
Q1 | $3.05M | Sell |
48,280
-2,971
| -6% | -$185K | 0.37% | 77 |
|
|
2020
Q4 | $3.18M | Sell |
51,251
-1,811
| -3% | -$111K | 0.41% | 68 |
|
|
2020
Q3 | $3.2M | Sell |
53,062
-2,215
| -4% | -$133K | 0.45% | 62 |
|
|
2020
Q2 | $3.25M | Sell |
55,277
-3,287
| -6% | -$197K | 0.48% | 63 |
|
|
2020
Q1 | $3.26M | Sell |
58,564
-2,356
| -4% | -$144K | 0.58% | 60 |
|
|
2019
Q4 | $3.91M | Buy |
60,920
+2,543
| +4% | +$146K | 0.55% | 63 |
|
|
2019
Q3 | $2.96M | Buy |
58,377
+10,644
| +22% | +$500K | 0.44% | 71 |
|
|
2019
Q2 | $2.17M | Sell |
47,733
-1,145
| -2% | -$53.3K | 0.41% | 69 |
|
|
2019
Q1 | $2.33M | Sell |
48,878
-1,653
| -3% | -$82.3K | 0.46% | 66 |
|
|
2018
Q4 | $2.63M | Sell |
50,531
-1,448
| -3% | -$77.8K | 0.59% | 58 |
|
|
2018
Q3 | $3.23M | Sell |
51,979
-4,581
| -8% | -$272K | 0.63% | 58 |
|
|
2018
Q2 | $3.13M | Sell |
56,560
-6,042
| -10% | -$326K | 0.66% | 59 |
|
|
2018
Q1 | $3.96M | Buy |
62,602
+1,284
| +2% | +$82.6K | 0.87% | 50 |
|
|
2017
Q4 | $3.76M | Buy |
61,318
+953
| +2% | +$59.6K | 0.81% | 50 |
|
|
2017
Q3 | $3.85M | Buy |
60,365
+2,193
| +4% | +$128K | 0.88% | 48 |
|
|
2017
Q2 | $3.24M | Buy |
58,172
+1,507
| +3% | +$82K | 0.77% | 52 |
|
|
2017
Q1 | $3.08M | Buy |
56,665
+3,528
| +7% | +$194K | 0.75% | 54 |
|
|
2016
Q4 | $3.1M | Buy |
53,137
+1,024
| +2% | +$56K | 0.8% | 50 |
|
|
2016
Q3 | $2.81M | Buy |
52,113
+4,278
| +9% | +$275K | 0.76% | 52 |
|
|
2016
Q2 | $3.52M | Buy |
47,835
+8
| +0% | +$565 | 1% | 43 |
|
|
2016
Q1 | $3.16M | Buy |
47,827
+2,714
| +6% | +$171K | 0.92% | 47 |
|
|
2015
Q4 | $3.1M | Buy |
45,113
+6,322
| +16% | +$418K | 0.96% | 44 |
|
|
2015
Q3 | $2.3M | Buy |
38,791
+3,413
| +10% | +$217K | 0.75% | 48 |
|
|
2015
Q2 | $2.35M | Buy |
35,378
+200
| +0.6% | +$13.2K | 0.76% | 51 |
|
|
2015
Q1 | $2.27M | Sell |
35,178
-517
| -1% | -$32.4K | 0.76% | 48 |
|
|
2014
Q4 | $2.11M | Buy |
35,695
+805
| +2% | +$45.4K | 0.66% | 54 |
|
|
2014
Q3 | $1.79M | Buy |
34,890
+372
| +1% | +$18.6K | 0.58% | 55 |
|
|
2014
Q2 | $1.67M | Buy |
34,518
+2,315
| +7% | +$114K | 0.54% | 57 |
|
|
2014
Q1 | $1.67M | Buy |
32,203
+1,793
| +6% | +$95.4K | 0.58% | 55 |
|
|
2013
Q4 | $1.62M | Buy |
30,410
+2,242
| +8% | +$114K | 0.57% | 55 |
|
|
2013
Q3 | $1.3M | Buy |
28,168
+2,419
| +9% | +$106K | 0.51% | 58 |
|
|
2013
Q2 | $1.15M | Buy |
+25,749
| New | +$1.12M | 0.49% | 59 |
|
Other funds holding BMY
VCM
VPM
Beese Fulmer Investment Management's BMY Position: Q1 2026 in Review
Beese Fulmer Investment Management increased its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, buying an estimated $296K and bringing the position to 40,897 shares worth $2.48M. The position accounts for 0.16% of the portfolio, ranked #98.
Beese Fulmer Investment Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.96M in Q1 2018. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Beese Fulmer Investment Management held 40,897 shares of Bristol-Myers Squibb worth $2.48M as of Q1 2026.
- Beese Fulmer Investment Management bought 5,075 Bristol-Myers Squibb shares in Q1 2026, an estimated $296K.
- Bristol-Myers Squibb made up 0.16% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #98 holding.
- Beese Fulmer Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- Beese Fulmer Investment Management's Bristol-Myers Squibb position peaked at $3.96M in Q1 2018.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.