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

Callahan 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 		$806K Buy
13,291
+804
+6% +$46.9K 0.07% 122
2025
Q4 		$674K Buy
12,487
+1,407
+13% +$67.7K 0.06% 129
2025
Q3 		$500K Sell
11,080
-411
-4% -$19.2K 0.04% 125
2025
Q2 		$532K Buy
11,491
+3,095
+37% +$152K 0.05% 123
2025
Q1 		$512K Sell
8,396
-177
-2% -$10.3K 0.05% 126
2024
Q4 		$485K Buy
8,573
+1,859
+28% +$104K 0.05% 127
2024
Q3 		$347K Buy
6,714
+934
+16% +$43.8K 0.03% 124
2024
Q2 		$240K Buy
5,780
+1,346
+30% +$60.2K 0.03% 132
2024
Q1 		$240K Buy
+4,434
New +$226K 0.03% 132
2023
Q4 		– Sell
-22,017
Closed -$1.28M – 142
2023
Q3 		$1.28M Sell
22,017
-47,818
-68% -$2.93M 0.16% 85
2023
Q2 		$4.47M Sell
69,835
-25,034
-26% -$1.68M 0.54% 55
2023
Q1 		$6.58M Sell
94,869
-3,912
-4% -$276K 0.85% 44
2022
Q4 		$7.11M Buy
98,781
+2,040
+2% +$154K 0.97% 41
2022
Q3 		$6.88M Buy
96,741
+10,783
+13% +$782K 0.99% 41
2022
Q2 		$6.62M Buy
85,958
+3,273
+4% +$249K 0.88% 44
2022
Q1 		$6.04M Buy
82,685
+4,306
+5% +$289K 0.69% 50
2021
Q4 		$4.89M Sell
78,379
-29,813
-28% -$1.75M 0.55% 56
2021
Q3 		$6.4M Buy
108,192
+4,921
+5% +$324K 0.81% 48
2021
Q2 		$6.9M Buy
103,271
+12,575
+14% +$820K 0.88% 42
2021
Q1 		$5.73M Buy
90,696
+21,696
+31% +$1.35M 0.78% 48
2020
Q4 		$4.28M Buy
69,000
+35,858
+108% +$2.2M 0.63% 50
2020
Q3 		$2M Buy
+33,142
New +$1.99M 0.33% 63

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

Callahan Advisors's BMY Position: Q1 2026 in Review

Callahan Advisors increased its Bristol-Myers Squibb (BMY) stake by 6.4% in Q1 2026, buying an estimated $46.9K and bringing the position to 13,291 shares worth $806K. The position accounts for 0.07% of the portfolio, ranked #122.

Callahan Advisors first reported a position in BMY in Q3 2020 and has held it in 22 quarters since. The position peaked at $7.11M in Q4 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Callahan Advisors held 13,291 shares of Bristol-Myers Squibb worth $806K as of Q1 2026.
  • Callahan Advisors bought 804 Bristol-Myers Squibb shares in Q1 2026, an estimated $46.9K.
  • Bristol-Myers Squibb made up 0.07% of Callahan Advisors's portfolio in Q1 2026, its #122 holding.
  • Callahan Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 22 quarters since.
  • Callahan Advisors's Bristol-Myers Squibb position peaked at $7.11M in Q4 2022.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.