Capital Group Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Capital Group Investment Management’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	$796K	Buy	13,127 +932	+8%	+$54.3K	0.14%	113
2025 Q4	$658K	Sell	12,195 -1,092	-8%	-$52.5K	0.11%	124
2025 Q3	$599K	Hold	13,287	–	–	0.1%	128
2025 Q2	$615K	Hold	13,287	–	–	0.11%	127
2025 Q1	$810K	Hold	13,287	–	–	0.17%	112
2024 Q4	$752K	Hold	13,287	–	–	0.14%	120
2024 Q3	$687K	Buy	+13,287	New	+$623K	0.14%	121
2024 Q2	–	Sell	-59,638	Closed	-$3.23M	–	146
2024 Q1	$3.23M	Sell	59,638 -90,061	-60%	-$4.59M	0.58%	48
2023 Q4	$7.68M	Sell	149,699 -155,746	-51%	-$8.18M	0.81%	34
2023 Q3	$17.7M	Sell	305,445 -23,161	-7%	-$1.42M	1.15%	25
2023 Q2	$21M	Buy	328,606 +59,542	+22%	+$3.99M	1.05%	31
2023 Q1	$18.6M	Sell	269,064 -127,909	-32%	-$9.02M	1%	34
2022 Q4	$28.6M	Buy	+396,973	New	+$29.9M	1.1%	31

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

Capital Group Investment Management's BMY Position: Q1 2026 in Review

Capital Group Investment Management increased its Bristol-Myers Squibb (BMY) stake by 7.6% in Q1 2026, buying an estimated $54.3K and bringing the position to 13,127 shares worth $796K. The position accounts for 0.14% of the portfolio, ranked #113.

Capital Group Investment Management first reported a position in BMY in Q4 2022 and has held it in 13 quarters since. The position peaked at $28.6M in Q4 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Capital Group Investment Management held 13,127 shares of Bristol-Myers Squibb worth $796K as of Q1 2026.
Capital Group Investment Management bought 932 Bristol-Myers Squibb shares in Q1 2026, an estimated $54.3K.
Bristol-Myers Squibb made up 0.14% of Capital Group Investment Management's portfolio in Q1 2026, its #113 holding.
Capital Group Investment Management first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 13 quarters since.
Capital Group Investment Management's Bristol-Myers Squibb position peaked at $28.6M in Q4 2022.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Capital Group Investment Management's 13F filing for Q1 2026, filed 13 May 2026.