Bluefin Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Bluefin Capital Management’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
2024 Q1	–	Sell	-52,600	Closed	-$263	–	160
2023 Q4	$263	Buy	+52,600	New	+$2.76M	﹤0.01%	245
2022 Q2	–	Sell	-200,100	Closed	-$890K	–	606
2022 Q1	$890K	Buy	+200,100	New	+$13.4M	0.08%	142
2020 Q4	–	Hold	0	–	-$30K	–	695
2020 Q3	–	Sell	-37,400	Closed	-$2.25M	–	393
2020 Q2	$92K	Sell	37,400 -104,000	-74%	-$6.22M	0.01%	276
2020 Q1	$124K	Buy	141,400 +2,800	+2%	+$171K	0.02%	280
2019 Q4	$274K	Sell	138,600 -88,000	-39%	-$5.04M	0.02%	355
2019 Q3	$549K	Sell	226,600 -14,900	-6%	-$700K	0.08%	168
2019 Q2	$254K	Sell	241,500 -2,258,000	-90%	-$105M	0.04%	204
2019 Q1	$1.29M	Buy	+2,499,500	New	+$125M	0.19%	83

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

Bluefin Capital Management's BMY Position: Q1 2026 in Review

Bluefin Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 89% in Q1 2026, selling an estimated $5.08M and leaving 10,300 shares worth $625K. The position accounts for 0.4% of the portfolio, ranked #43.

Bluefin Capital Management first reported a position in BMY in Q2 2013 and has held it in 31 quarters since. The position peaked at $18.3M in Q4 2019. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Bluefin Capital Management held 10,300 shares of Bristol-Myers Squibb worth $625K as of Q1 2026.
Bluefin Capital Management sold 87,198 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.08M.
Bristol-Myers Squibb made up 0.4% of Bluefin Capital Management's portfolio in Q1 2026, its #43 holding.
Bluefin Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 31 quarters since.
Bluefin Capital Management's Bristol-Myers Squibb position peaked at $18.3M in Q4 2019.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.