Bridgewater Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bridgewater Advisors’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	$402K	Buy	7,288 +126	+2%	+$7.34K	0.02%	304
2025 Q4	$390K	Buy	7,162 +325	+5%	+$15.6K	0.03%	311
2025 Q3	$319K	Buy	6,837 +99	+1%	+$4.62K	0.02%	333
2025 Q2	$316K	Sell	6,738 -1,230	-15%	-$60.4K	0.02%	327
2025 Q1	$392K	Buy	+7,968	New	+$464K	0.03%	274
2023 Q2	–	Sell	-10,204	Closed	-$707K	–	107
2023 Q1	$707K	Sell	10,204 -183	-2%	-$12.9K	0.15%	85
2022 Q4	$747K	Sell	10,387 -5,816	-36%	-$439K	0.18%	85
2022 Q3	$1.15M	Buy	16,203 +5,984	+59%	+$434K	0.32%	63
2022 Q2	$787K	Sell	10,219 -4,373	-30%	-$333K	0.16%	97
2022 Q1	$1.07M	Buy	14,592 +230	+2%	+$15.4K	0.26%	83
2021 Q4	$895K	Buy	14,362 +156	+1%	+$9.15K	0.2%	104
2021 Q3	$841K	Sell	14,206 -18,769	-57%	-$1.24M	0.23%	97
2021 Q2	$2.2M	Buy	32,975 +10,785	+49%	+$703K	0.7%	37
2021 Q1	$1.43M	Buy	+22,190	New	+$1.38M	0.73%	41

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

Bridgewater Advisors's BMY Position: Q1 2026 in Review

Bridgewater Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.8% in Q1 2026, buying an estimated $7.34K and bringing the position to 7,288 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #304.

Bridgewater Advisors first reported a position in BMY in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.2M in Q2 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Bridgewater Advisors held 7,288 shares of Bristol-Myers Squibb worth $402K as of Q1 2026.
Bridgewater Advisors bought 126 Bristol-Myers Squibb shares in Q1 2026, an estimated $7.34K.
Bristol-Myers Squibb made up 0.02% of Bridgewater Advisors's portfolio in Q1 2026, its #304 holding.
Bridgewater Advisors first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 14 quarters since.
Bridgewater Advisors's Bristol-Myers Squibb position peaked at $2.2M in Q2 2021.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.