Capstone Investment Advisors
BMY icon

Capstone Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Capstone Investment 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 		$13.5M Buy
222,500
+18,500
+9% +$1.08M 0.02% 241
2025
Q4 		$11M Buy
204,000
+139,000
+214% +$6.69M 0.02% 253
2025
Q3 		$2.93M Buy
65,000
+29,100
+81% +$1.36M 0.01% 634
2025
Q2 		$1.66M Sell
35,900
-48,400
-57% -$2.38M ﹤0.01% 702
2025
Q1 		$5.14M Sell
84,300
-50,100
-37% -$2.92M 0.01% 440
2024
Q4 		$7.6M Buy
134,400
+35,600
+36% +$1.99M 0.02% 418
2024
Q3 		$5.11M Buy
98,800
+8,300
+9% +$389K 0.02% 446
2024
Q2 		$3.76M Buy
90,500
+9,500
+12% +$425K 0.01% 526
2024
Q1 		$4.39M Sell
81,000
-98,700
-55% -$5.03M 0.02% 489
2023
Q4 		$9.22M Buy
179,700
+136,100
+312% +$7.14M 0.03% 362
2023
Q3 		$2.53M Buy
43,600
+11,000
+34% +$674K 0.01% 646
2023
Q2 		$2.08M Buy
32,600
+5,000
+18% +$335K 0.01% 630
2023
Q1 		$1.91M Sell
27,600
-77,500
-74% -$5.47M 0.01% 615
2022
Q4 		$7.56M Buy
105,100
+3,800
+4% +$287K 0.06% 289
2022
Q3 		$7.2M Sell
101,300
-5,700
-5% -$413K 0.04% 312
2022
Q2 		$8.24M Sell
107,000
-11,000
-9% -$838K 0.04% 297
2022
Q1 		$8.62M Sell
118,000
-242,000
-67% -$16.2M 0.02% 513
2021
Q4 		$22.4M Buy
360,000
+49,800
+16% +$2.92M 0.04% 403
2021
Q3 		$18.4M Sell
310,200
-36,300
-10% -$2.39M 0.04% 437
2021
Q2 		$23.2M Buy
346,500
+51,300
+17% +$3.35M 0.05% 321
2021
Q1 		$18.6M Buy
295,200
+112,200
+61% +$6.98M 0.05% 311
2020
Q4 		$11.4M Sell
183,000
-102,700
-36% -$6.32M 0.04% 369
2020
Q3 		$17.2M Buy
285,700
+46,500
+19% +$2.8M 0.09% 200
2020
Q2 		$14.1M Buy
239,200
+60,800
+34% +$3.64M 0.09% 185
2020
Q1 		$9.94M Sell
178,400
-47,900
-21% -$2.93M 0.16% 129
2019
Q4 		$14.5M Buy
226,300
+6,400
+3% +$367K 0.08% 263
2019
Q3 		$11.2M Sell
219,900
-6,400
-3% -$301K 0.08% 261
2019
Q2 		$10.3M Sell
226,300
-318,700
-58% -$14.8M 0.07% 281
2019
Q1 		$26M Buy
545,000
+505,100
+1,266% +$25.2M 0.24% 98
2018
Q4 		$2.07M Buy
39,900
+11,200
+39% +$602K 0.03% 435
2018
Q3 		$1.78M Buy
28,700
+18,800
+190% +$1.12M 0.02% 465
2018
Q2 		$548K Buy
+9,900
New +$535K 0.01% 473
2017
Q2 		– Sell
-2,600
Closed -$141K – 649
2017
Q1 		$141K Sell
2,600
-4,100
-61% -$225K ﹤0.01% 807
2016
Q4 		$390K Buy
+6,700
New +$366K 0.01% 657
2014
Q2 		– Sell
-358,400
Closed -$18.6M – 405
2014
Q1 		$18.6M Buy
+358,400
New +$19.1M 0.24% 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

Capstone Investment Advisors's BMY Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 33% in Q1 2026, selling an estimated $525K and leaving 18,442 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Capstone Investment Advisors first reported a position in BMY in Q1 2014 and has held it in 28 quarters since. The position peaked at $18.1M in Q4 2023. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Capstone Investment Advisors held 18,442 shares of Bristol-Myers Squibb worth $1.12M as of Q1 2026.
  • Capstone Investment Advisors sold 9,008 Bristol-Myers Squibb shares in Q1 2026, an estimated $525K.
  • Bristol-Myers Squibb made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #828 holding.
  • Capstone Investment Advisors first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 28 quarters since.
  • Capstone Investment Advisors's Bristol-Myers Squibb position peaked at $18.1M in Q4 2023.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.