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Caerus Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Caerus Investment 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 		$1.41M Sell
23,217
-10,665
-31% -$622K 0.59% 31
2025
Q4 		$1.83M Buy
33,882
+20,105
+146% +$967K 0.59% 24
2025
Q3 		$621K Buy
+13,777
New +$643K 0.25% 88

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caerus Investment Advisors's BMY Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 31% in Q1 2026, selling an estimated $622K and leaving 23,217 shares worth $1.41M. The position accounts for 0.59% of the portfolio, ranked #31.

Caerus Investment Advisors first reported a position in BMY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Caerus Investment Advisors held 23,217 shares of Bristol-Myers Squibb worth $1.41M as of Q1 2026.
  • Caerus Investment Advisors sold 10,665 Bristol-Myers Squibb shares in Q1 2026, an estimated $622K.
  • Bristol-Myers Squibb made up 0.59% of Caerus Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Caerus Investment Advisors first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Bristol-Myers Squibb position peaked at $1.83M in Q4 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.