CJ
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Caitlin John’s Bristol-Myers Squibb BMY Stock Holding History

Caitlin John’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 		$290K Sell
4,779
-624
-12% -$36.4K 0.17% 114
2025
Q4 		$291K Sell
5,403
-5,865
-52% -$282K 0.19% 135
2025
Q3 		$508K Buy
11,268
+3,462
+44% +$162K 0.35% 60
2025
Q2 		$361K Buy
+7,806
New +$383K 0.33% 71
2025
Q1 		– Sell
-93
Closed -$5.24K – 204
2024
Q4 		$5.24K Hold
93
– – ﹤0.01% 561
2024
Q3 		$5.41K Sell
93
-127
-58% -$5.96K ﹤0.01% 562
2024
Q2 		$9.15K Sell
220
-8,028
-97% -$359K 0.01% 474
2024
Q1 		$447K Buy
8,248
+644
+8% +$32.8K 0.33% 68
2023
Q4 		$390K Buy
+7,604
New +$399K 0.32% 72

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

Caitlin John's BMY Position: Q1 2026 in Review

Caitlin John reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2026, selling an estimated $36.4K and leaving 4,779 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #114.

Caitlin John first reported a position in BMY in Q4 2023 and has held it in 9 quarters since. The position peaked at $508K in Q3 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Caitlin John held 4,779 shares of Bristol-Myers Squibb worth $290K as of Q1 2026.
  • Caitlin John sold 624 Bristol-Myers Squibb shares in Q1 2026, an estimated $36.4K.
  • Bristol-Myers Squibb made up 0.17% of Caitlin John's portfolio in Q1 2026, its #114 holding.
  • Caitlin John first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Bristol-Myers Squibb position peaked at $508K in Q3 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.