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

Cascade Investment Group’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	$301K	Sell	4,965 -600	-11%	-$35K	0.2%	116
2025 Q4	$300K	Sell	5,565 -399	-7%	-$19.2K	0.2%	107
2025 Q3	$269K	Sell	5,964 -150	-2%	-$7K	0.18%	117
2025 Q2	$283K	Buy	6,114 +400	+7%	+$19.6K	0.2%	108
2025 Q1	$348K	Hold	5,714	–	–	0.27%	87
2024 Q4	$323K	Hold	5,714	–	–	0.23%	102
2024 Q3	$296K	Sell	5,714 -650	-10%	-$30.5K	0.22%	105
2024 Q2	$264K	Buy	+6,364	New	+$285K	0.21%	107
2023 Q1	–	Sell	-2,787	Closed	-$201K	–	122
2022 Q4	$201K	Buy	+2,787	New	+$210K	0.21%	115

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

Cascade Investment Group's BMY Position: Q1 2026 in Review

Cascade Investment Group reduced its Bristol-Myers Squibb (BMY) stake by 11% in Q1 2026, selling an estimated $35K and leaving 4,965 shares worth $301K. The position accounts for 0.2% of the portfolio, ranked #116.

Cascade Investment Group first reported a position in BMY in Q4 2022 and has held it in 9 quarters since. The position peaked at $348K in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Cascade Investment Group held 4,965 shares of Bristol-Myers Squibb worth $301K as of Q1 2026.
Cascade Investment Group sold 600 Bristol-Myers Squibb shares in Q1 2026, an estimated $35K.
Bristol-Myers Squibb made up 0.2% of Cascade Investment Group's portfolio in Q1 2026, its #116 holding.
Cascade Investment Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 9 quarters since.
Cascade Investment Group's Bristol-Myers Squibb position peaked at $348K in Q1 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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