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BFSG LLC’s Bristol-Myers Squibb BMY Stock Holding History

BFSG LLC’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 		– Sell
-37
Closed -$2K – 753
2025
Q4 		$2K Sell
37
-142
-79% -$6.83K ﹤0.01% 648
2025
Q3 		$8.07K Hold
179
– – ﹤0.01% 554
2025
Q2 		$8.29K Sell
179
-45
-20% -$2.21K ﹤0.01% 531
2025
Q1 		$13.7K Buy
224
+114
+104% +$6.64K ﹤0.01% 473
2024
Q4 		$6.22K Sell
110
-185
-63% -$10.3K ﹤0.01% 545
2024
Q3 		$15.3K Sell
295
-425
-59% -$19.9K ﹤0.01% 463
2024
Q2 		$29.9K Sell
720
-400
-36% -$17.9K ﹤0.01% 397
2024
Q1 		$60.7K Buy
1,120
+220
+24% +$11.2K 0.01% 363
2023
Q4 		$46.2K Buy
+900
New +$47.2K 0.01% 360
2021
Q2 		– Sell
-90,840
Closed -$5.74M – 145
2021
Q1 		$5.74M Sell
90,840
-3,926
-4% -$244K 0.93% 35
2020
Q4 		$5.88M Buy
94,766
+86,275
+1,016% +$5.31M 0.98% 35
2020
Q3 		$512K Sell
8,491
-35,388
-81% -$2.13M 0.1% 150
2020
Q2 		$2.58M Buy
43,879
+36,280
+477% +$2.17M 0.56% 61
2020
Q1 		$424K Sell
7,599
-6,949
-48% -$425K 0.11% 122
2019
Q4 		$934K Buy
14,548
+9,151
+170% +$524K 0.18% 115
2019
Q3 		$267K Buy
+5,397
New +$254K 0.06% 171

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

BFSG LLC's BMY Position: Q1 2026 in Review

BFSG LLC sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 37 shares — an estimated $2K sold.

BFSG LLC first reported a position in BMY in Q3 2019 and held it in 16 quarters. The position peaked at $5.88M in Q4 2020. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • BFSG LLC reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • BFSG LLC sold 37 Bristol-Myers Squibb shares in Q1 2026, an estimated $2K.
  • BFSG LLC first reported a position in Bristol-Myers Squibb in Q3 2019 and held it in 16 quarters.
  • BFSG LLC's Bristol-Myers Squibb position peaked at $5.88M in Q4 2020.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.