Brick & Kyle Associates’s Bristol-Myers Squibb BMY Stock Holding History

Brick & Kyle Associates’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	$1.26M	Buy	+20,796	New	+$1.21M	0.42%	44
2019 Q1	–	Sell	-37,957	Closed	-$1.97M	–	67
2018 Q4	$1.97M	Buy	+37,957	New	+$2.04M	1.89%	19
2018 Q2	$2.23M	Sell	40,369 -12,692	-24%	-$685K	1.75%	22
2018 Q1	$3.36M	Sell	53,061 -592	-1%	-$38.1K	2.71%	8
2017 Q4	$3.29M	Sell	53,653 -268	-0.5%	-$16.8K	2.67%	10
2017 Q3	$3.44M	Buy	53,921 +62	+0.1%	+$3.62K	2.78%	8
2017 Q2	$3M	Sell	53,859 -3,316	-6%	-$180K	2.58%	13
2017 Q1	$3.11M	Sell	57,175 -4,028	-7%	-$221K	2.41%	9
2016 Q4	$3.58M	Buy	61,203 +2,029	+3%	+$111K	2.87%	2
2016 Q3	$3.19M	Buy	59,174 +741	+1%	+$47.6K	2.57%	4
2016 Q2	$4.3M	Buy	58,433 +1,020	+2%	+$72.1K	3.52%	1
2016 Q1	$3.67M	Buy	57,413 +146	+0.3%	+$9.21K	3.18%	2
2015 Q4	$3.94M	Buy	57,267 +5,083	+10%	+$336K	3.47%	2
2015 Q3	$3.09M	Buy	52,184 +1,978	+4%	+$125K	2.9%	3
2015 Q2	$3.34M	Buy	50,206 +1,798	+4%	+$118K	2.8%	4
2015 Q1	$3.12M	Buy	48,408 +2,240	+5%	+$140K	2.67%	5
2014 Q4	$2.73M	Buy	+46,168	New	+$2.6M	2.35%	7

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

Brick & Kyle Associates's BMY Position: Q1 2026 in Review

Brick & Kyle Associates opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 20,796 shares worth $1.26M. The stake represents 0.42% of the portfolio and ranks #44 among its holdings. This is a return to the name: Brick & Kyle Associates previously reported a position in BMY as recently as Q4 2018.

Brick & Kyle Associates first reported a position in BMY in Q4 2014 and has held it in 17 quarters since. The position peaked at $4.3M in Q2 2016. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Brick & Kyle Associates held 20,796 shares of Bristol-Myers Squibb worth $1.26M as of Q1 2026.
Bristol-Myers Squibb was a new Brick & Kyle Associates position in Q1 2026.
Bristol-Myers Squibb made up 0.42% of Brick & Kyle Associates's portfolio in Q1 2026, its #44 holding.
Brick & Kyle Associates first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 17 quarters since.
Brick & Kyle Associates's Bristol-Myers Squibb position peaked at $4.3M in Q2 2016.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.