Capital Research Global Investors’s Bristol-Myers Squibb BMY Stock Holding History

Capital Research Global Investors’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
2025 Q2	–	Sell	-1,150,000	Closed	-$70.1M	–	434
2025 Q1	$70.1M	Hold	1,150,000	–	–	0.02%	329
2024 Q4	$65M	Hold	1,150,000	–	–	0.01%	338
2024 Q3	$59.5M	Sell	1,150,000 -191,776	-14%	-$9M	0.01%	324
2024 Q2	$55.7M	Buy	+1,341,776	New	+$60M	0.01%	327
2023 Q3	–	Sell	-709,449	Closed	-$45.4M	–	413
2023 Q2	$45.4M	Hold	709,449	–	–	0.01%	332
2023 Q1	$49.2M	Hold	709,449	–	–	0.01%	323
2022 Q4	$51M	Hold	709,449	–	–	0.02%	328
2022 Q3	$50.4M	Hold	709,449	–	–	0.02%	318
2022 Q2	$54.6M	Buy	+709,449	New	+$54M	0.02%	320
2021 Q3	–	Sell	-1,255,000	Closed	-$83.9M	–	445
2021 Q2	$83.9M	Buy	+1,255,000	New	+$81.8M	0.02%	327
2020 Q4	–	Sell	-400,000	Closed	-$24.1M	–	408
2020 Q3	$24.1M	Hold	400,000	–	–	0.01%	364
2020 Q2	$23.5M	Hold	400,000	–	–	0.01%	367
2020 Q1	$22.3M	Hold	400,000	–	–	0.01%	339
2019 Q4	$25.7M	Hold	400,000	–	–	0.01%	359
2019 Q3	$20.3M	Hold	400,000	–	–	0.01%	366
2019 Q2	$18.1M	Hold	400,000	–	–	0.01%	360
2019 Q1	$19.1M	Hold	400,000	–	–	0.01%	370
2018 Q4	$20.8M	Sell	400,000 -725,000	-64%	-$39M	0.01%	364
2018 Q3	$69.8M	Hold	1,125,000	–	–	0.02%	311
2018 Q2	$62.3M	Hold	1,125,000	–	–	0.02%	322
2018 Q1	$71.2M	Hold	1,125,000	–	–	0.02%	319
2017 Q4	$68.9M	Hold	1,125,000	–	–	0.02%	310
2017 Q3	$71.7M	Hold	1,125,000	–	–	0.02%	309
2017 Q2	$62.7M	Hold	1,125,000	–	–	0.02%	325
2017 Q1	$61.2M	Hold	1,125,000	–	–	0.02%	320
2016 Q4	$65.7M	Hold	1,125,000	–	–	0.02%	313
2016 Q3	$60.7M	Hold	1,125,000	–	–	0.02%	312
2016 Q2	$82.7M	Hold	1,125,000	–	–	0.03%	288
2016 Q1	$71.9M	Hold	1,125,000	–	–	0.02%	308
2015 Q4	$77.4M	Hold	1,125,000	–	–	0.03%	299
2015 Q3	$66.6M	Hold	1,125,000	–	–	0.02%	323
2015 Q2	$74.9M	Sell	1,125,000 -1,900,000	-63%	-$125M	0.02%	324
2015 Q1	$195M	Hold	3,025,000	–	–	0.07%	239
2014 Q4	$179M	Hold	3,025,000	–	–	0.06%	247
2014 Q3	$155M	Hold	3,025,000	–	–	0.05%	260
2014 Q2	$147M	Hold	3,025,000	–	–	0.05%	259
2014 Q1	$157M	Hold	3,025,000	–	–	0.06%	242
2013 Q4	$161M	Sell	3,025,000 -8,000,000	-73%	-$408M	0.06%	234
2013 Q3	$510M	Buy	11,025,000 +3,000,000	+37%	+$132M	0.2%	122
2013 Q2	$359M	Buy	+8,025,000	New	+$348M	0.15%	143

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors's BMY Position: Q2 2025 in Review

Capital Research Global Investors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 1,150,000 shares — an estimated $70.1M sold.

Capital Research Global Investors first reported a position in BMY in Q2 2013 and held it in 40 quarters. The position peaked at $510M in Q3 2013. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Capital Research Global Investors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Capital Research Global Investors sold 1,150,000 Bristol-Myers Squibb shares in Q2 2025, an estimated $70.1M.
Capital Research Global Investors first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 40 quarters.
Capital Research Global Investors's Bristol-Myers Squibb position peaked at $510M in Q3 2013.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Capital Research Global Investors's 13F filing for Q2 2025, filed 13 Aug 2025.