Boston Research & Management’s Bristol-Myers Squibb BMY Stock Holding History

Boston Research & 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	$403K	Hold	6,660	–	–	0.1%	87
2025 Q4	$359K	Hold	6,660	–	–	0.08%	96
2025 Q3	$300K	Hold	6,660	–	–	0.07%	103
2025 Q2	$308K	Hold	6,660	–	–	0.07%	98
2025 Q1	$406K	Hold	6,660	–	–	0.1%	89
2024 Q4	$376K	Hold	6,660	–	–	0.09%	95
2024 Q3	$344K	Hold	6,660	–	–	0.08%	98
2024 Q2	$276K	Hold	6,660	–	–	0.07%	105
2024 Q1	$361K	Hold	6,660	–	–	0.09%	99
2023 Q4	$341K	Sell	6,660 -350	-5%	-$18.4K	0.09%	97
2023 Q3	$406K	Hold	7,010	–	–	0.12%	88
2023 Q2	$448K	Hold	7,010	–	–	0.13%	85
2023 Q1	$485K	Hold	7,010	–	–	0.14%	83
2022 Q4	$504K	Hold	7,010	–	–	0.16%	82
2022 Q3	$498K	Hold	7,010	–	–	0.17%	81
2022 Q2	$539K	Sell	7,010 -292	-4%	-$22.2K	0.17%	80
2022 Q1	$533K	Buy	7,302 +292	+4%	+$19.6K	0.15%	80
2021 Q4	$437K	Sell	7,010 -854	-11%	-$50.1K	0.12%	90
2021 Q3	$465K	Sell	7,864 -705	-8%	-$46.4K	0.14%	86
2021 Q2	$572K	Sell	8,569 -71	-0.8%	-$4.63K	0.17%	79
2021 Q1	$545K	Sell	8,640 -360	-4%	-$22.4K	0.18%	78
2020 Q4	$558K	Buy	9,000 +630	+8%	+$38.7K	0.19%	75
2020 Q3	$504K	Sell	8,370 -600	-7%	-$36.1K	0.2%	75
2020 Q2	$527K	Hold	8,970	–	–	0.22%	72
2020 Q1	$499K	Sell	8,970 -460	-5%	-$28.1K	0.25%	68
2019 Q4	$605K	Hold	9,430	–	–	0.23%	73
2019 Q3	$478K	Hold	9,430	–	–	0.19%	77
2019 Q2	$427K	Buy	9,430 +900	+11%	+$41.9K	0.17%	82
2019 Q1	$406K	Hold	8,530	–	–	0.17%	83
2018 Q4	$443K	Hold	8,530	–	–	0.21%	78
2018 Q3	$529K	Buy	8,530 +600	+8%	+$35.6K	0.24%	74
2018 Q2	$438K	Hold	7,930	–	–	0.22%	75
2018 Q1	$501K	Hold	7,930	–	–	0.26%	72
2017 Q4	$485K	Sell	7,930 -200	-2%	-$12.5K	0.24%	73
2017 Q3	$518K	Hold	8,130	–	–	0.26%	69
2017 Q2	$453K	Hold	8,130	–	–	0.25%	73
2017 Q1	$442K	Hold	8,130	–	–	0.24%	75
2016 Q4	$475K	Hold	8,130	–	–	0.27%	72
2016 Q3	$438K	Buy	8,130 +2,000	+33%	+$128K	0.25%	74
2016 Q2	$450K	Hold	6,130	–	–	0.27%	74
2016 Q1	$391K	Sell	6,130 -2,650	-30%	-$167K	0.24%	78
2015 Q4	$603K	Buy	8,780 +150	+2%	+$9.91K	0.37%	67
2015 Q3	$510K	Hold	8,630	–	–	0.34%	73
2015 Q2	$574K	Sell	8,630 -130	-1%	-$8.57K	0.36%	69
2015 Q1	$565K	Hold	8,760	–	–	0.36%	69
2014 Q4	$517K	Buy	8,760 +2,500	+40%	+$141K	0.32%	72
2014 Q3	$320K	Hold	6,260	–	–	0.22%	82
2014 Q2	$303K	Hold	6,260	–	–	0.21%	81
2014 Q1	$325K	Hold	6,260	–	–	0.24%	80
2013 Q4	$332K	Sell	6,260 -192	-3%	-$9.78K	0.26%	73
2013 Q3	$298K	Buy	6,452 +192	+3%	+$8.43K	0.25%	76
2013 Q2	$279K	Buy	+6,260	New	+$272K	0.25%	76

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

Boston Research & Management's BMY Position: Q1 2026 in Review

Boston Research & Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 6,660 shares worth $403K. The position accounts for 0.1% of the portfolio, ranked #87.

Boston Research & Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $605K in Q4 2019. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Boston Research & Management held 6,660 shares of Bristol-Myers Squibb worth $403K as of Q1 2026.
Boston Research & Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.1% of Boston Research & Management's portfolio in Q1 2026, its #87 holding.
Boston Research & Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Boston Research & Management's Bristol-Myers Squibb position peaked at $605K in Q4 2019.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.