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

Capital World 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
2026 Q1	$135M	Buy	+2,225,030	New	+$130M	0.02%	349
2023 Q1	–	Sell	-1,280,000	Closed	-$92.1M	–	516
2022 Q4	$92.1M	Hold	1,280,000	–	–	0.02%	343
2022 Q3	$91M	Sell	1,280,000 -800,000	-38%	-$58M	0.02%	341
2022 Q2	$160M	Hold	2,080,000	–	–	0.03%	295
2022 Q1	$152M	Hold	2,080,000	–	–	0.03%	326
2021 Q4	$130M	Sell	2,080,000 -7,087,454	-77%	-$416M	0.02%	352
2021 Q3	$542M	Sell	9,167,454 -329,332	-3%	-$21.7M	0.09%	205
2021 Q2	$635M	Sell	9,496,786 -1,255,224	-12%	-$81.8M	0.11%	187
2021 Q1	$679M	Buy	10,752,010 +654,514	+6%	+$40.7M	0.13%	171
2020 Q4	$626M	Sell	10,097,496 -862,655	-8%	-$53M	0.12%	174
2020 Q3	$661M	Sell	10,960,151 -79	-0%	-$4.75K	0.14%	146
2020 Q2	$644M	Sell	10,960,230 -2,347,252	-18%	-$140M	0.16%	138
2020 Q1	$742M	Buy	13,307,482 +601,947	+5%	+$36.8M	0.22%	107
2019 Q4	$816M	Buy	12,705,535 +303,014	+2%	+$17.4M	0.18%	128
2019 Q3	$629M	Sell	12,402,521 -599,630	-5%	-$28.2M	0.15%	144
2019 Q2	$590M	Sell	13,002,151 -618,349	-5%	-$28.8M	0.14%	148
2019 Q1	$650M	Buy	13,620,500 +1,700,000	+14%	+$84.7M	0.16%	134
2018 Q4	$620M	Sell	11,920,500 -6,895,354	-37%	-$370M	0.17%	133
2018 Q3	$1.17B	Sell	18,815,854 -6,394,203	-25%	-$379M	0.28%	97
2018 Q2	$1.4B	Sell	25,210,057 -3,999,751	-14%	-$216M	0.3%	87
2018 Q1	$1.85B	Sell	29,209,808 -166,300	-0.6%	-$10.7M	0.42%	67
2017 Q4	$1.8B	Sell	29,376,108 -2,250,002	-7%	-$141M	0.39%	68
2017 Q3	$2.02B	Buy	31,626,110 +17,001	+0.1%	+$993K	0.46%	61
2017 Q2	$1.76B	Sell	31,609,109 -6,288,080	-17%	-$342M	0.41%	65
2017 Q1	$2.06B	Sell	37,897,189 -13,640,208	-26%	-$748M	0.49%	57
2016 Q4	$3.01B	Buy	51,537,397 +15,334,193	+42%	+$838M	0.76%	32
2016 Q3	$1.95B	Buy	36,203,204 +4,948,911	+16%	+$318M	0.51%	49
2016 Q2	$2.3B	Sell	31,254,293 -2,909,406	-9%	-$206M	0.62%	45
2016 Q1	$2.18B	Sell	34,163,699 -7,998,433	-19%	-$504M	0.6%	46
2015 Q4	$2.9B	Sell	42,162,132 -10,797,912	-20%	-$714M	0.81%	29
2015 Q3	$3.14B	Sell	52,960,044 -7,603,126	-13%	-$482M	0.92%	25
2015 Q2	$4.03B	Sell	60,563,170 -5,306,610	-8%	-$350M	1.09%	17
2015 Q1	$4.25B	Sell	65,869,780 -6,300,450	-9%	-$394M	1.15%	16
2014 Q4	$4.26B	Sell	72,170,230 -2,744,500	-4%	-$155M	1.16%	19
2014 Q3	$3.83B	Sell	74,914,730 -3,531,130	-5%	-$176M	1.08%	20
2014 Q2	$3.81B	Sell	78,445,860 -2,378,910	-3%	-$117M	1.05%	20
2014 Q1	$4.2B	Sell	80,824,770 -28,159,640	-26%	-$1.5B	1.2%	17
2013 Q4	$5.79B	Sell	108,984,410 -15,779,049	-13%	-$804M	1.63%	9
2013 Q3	$5.77B	Sell	124,763,459 -3,683,000	-3%	-$162M	1.75%	7
2013 Q2	$5.74B	Buy	+128,446,459	New	+$5.58B	1.86%	7

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 World Investors's BMY Position: Q1 2026 in Review

Capital World Investors opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 2,225,030 shares worth $135M. The stake represents 0.02% of the portfolio and ranks #349 among its holdings. This is a return to the name: Capital World Investors previously reported a position in BMY as recently as Q4 2022.

Capital World Investors first reported a position in BMY in Q2 2013 and has held it in 40 quarters since. The position peaked at $5.79B in Q4 2013. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Capital World Investors held 2,225,030 shares of Bristol-Myers Squibb worth $135M as of Q1 2026.
Bristol-Myers Squibb was a new Capital World Investors position in Q1 2026.
Bristol-Myers Squibb made up 0.02% of Capital World Investors's portfolio in Q1 2026, its #349 holding.
Capital World Investors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 40 quarters since.
Capital World Investors's Bristol-Myers Squibb position peaked at $5.79B in Q4 2013.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.