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

Blume 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
2026 Q1	$63.9K	Hold	1,054	–	–	0.01%	179
2025 Q4	$56.9K	Sell	1,054 -450	-30%	-$21.6K	0.01%	180
2025 Q3	$67.8K	Hold	1,504	–	–	0.01%	173
2025 Q2	$69.6K	Sell	1,504 -503	-25%	-$24.7K	0.01%	169
2025 Q1	$122K	Sell	2,007 -197	-9%	-$11.5K	0.03%	136
2024 Q4	$125K	Hold	2,204	–	–	0.03%	136
2024 Q3	$114K	Sell	2,204 -271	-11%	-$12.7K	0.03%	149
2024 Q2	$103K	Hold	2,475	–	–	0.02%	146
2024 Q1	$134K	Hold	2,475	–	–	0.03%	127
2023 Q4	$127K	Hold	2,475	–	–	0.03%	124
2023 Q3	$144K	Hold	2,475	–	–	0.04%	111
2023 Q2	$158K	Buy	2,475 +271	+12%	+$18.2K	0.05%	98
2023 Q1	$153K	Hold	2,204	–	–	0.05%	96
2022 Q4	$159K	Sell	2,204 -400	-15%	-$30.2K	0.05%	101
2022 Q3	$185K	Hold	2,604	–	–	0.07%	81
2022 Q2	$201K	Sell	2,604 -200	-7%	-$15.2K	0.08%	79
2022 Q1	$205K	Hold	2,804	–	–	0.07%	79
2021 Q4	$175K	Hold	2,804	–	–	0.06%	97
2021 Q3	$166K	Hold	2,804	–	–	0.06%	96
2021 Q2	$187K	Hold	2,804	–	–	0.07%	87
2021 Q1	$177K	Hold	2,804	–	–	0.07%	87
2020 Q4	$174K	Sell	2,804 -200	-7%	-$12.3K	0.07%	74
2020 Q3	$181K	Hold	3,004	–	–	0.09%	63
2020 Q2	$177K	Hold	3,004	–	–	0.1%	65
2020 Q1	$167K	Hold	3,004	–	–	0.11%	62
2019 Q4	$192K	Buy	3,004 +1,000	+50%	+$57.3K	0.09%	66
2019 Q3	$101K	Sell	2,004 -351	-15%	-$16.5K	0.05%	95
2019 Q2	$107K	Hold	2,355	–	–	0.05%	90
2019 Q1	$112K	Hold	2,355	–	–	0.06%	90
2018 Q4	$122K	Buy	2,355 +250	+12%	+$13.4K	0.07%	84
2018 Q3	$131K	Buy	2,105 +250	+13%	+$14.8K	0.07%	75
2018 Q2	$103K	Hold	1,855	–	–	0.06%	79
2018 Q1	$117K	Sell	1,855 -50	-3%	-$3.22K	0.07%	76
2017 Q4	$117K	Sell	1,905 -100	-5%	-$6.25K	0.06%	80
2017 Q3	$128K	Hold	2,005	–	–	0.07%	75
2017 Q2	$112K	Hold	2,005	–	–	0.06%	70
2017 Q1	$109K	Hold	2,005	–	–	0.06%	68
2016 Q4	$117K	Sell	2,005 -48	-2%	-$2.62K	0.07%	65
2016 Q3	$111K	Buy	2,053 +48	+2%	+$3.08K	0.07%	65
2016 Q2	$147K	Sell	2,005 -200	-9%	-$14.1K	0.1%	61
2016 Q1	$141K	Hold	2,205	–	–	0.1%	60
2015 Q4	$152K	Hold	2,205	–	–	0.11%	62
2015 Q3	$131K	Hold	2,205	–	–	0.11%	53
2015 Q2	$147K	Sell	2,205 -100	-4%	-$6.59K	0.11%	53
2015 Q1	$149K	Sell	2,305 -1,600	-41%	-$100K	0.1%	60
2014 Q4	$231K	Buy	3,905 +1,800	+86%	+$102K	0.16%	53
2014 Q3	$108K	Hold	2,105	–	–	0.08%	62
2014 Q2	$102K	Hold	2,105	–	–	0.08%	68
2014 Q1	$109K	Sell	2,105 -50	-2%	-$2.66K	0.09%	67
2013 Q4	$115K	Buy	+2,155	New	+$110K	0.1%	62

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

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

Blume Capital Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 1,054 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #179.

Blume Capital Management first reported a position in BMY in Q4 2013 and has held it in 50 quarters since. The position peaked at $231K in Q4 2014. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Blume Capital Management held 1,054 shares of Bristol-Myers Squibb worth $63.9K as of Q1 2026.
Blume Capital Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.01% of Blume Capital Management's portfolio in Q1 2026, its #179 holding.
Blume Capital Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 50 quarters since.
Blume Capital Management's Bristol-Myers Squibb position peaked at $231K in Q4 2014.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Blume Capital Management's 13F filing for Q1 2026, filed 1 May 2026.