CP
BMY icon

Castleview Partners’s Bristol-Myers Squibb BMY Stock Holding History

Castleview Partners’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 		$4.49M Sell
73,988
-11,554
-14% -$674K 2.3% 7
2025
Q4 		$4.61M Buy
85,542
+11,504
+16% +$553K 2.29% 6
2025
Q3 		$3.34M Buy
74,038
+4,568
+7% +$213K 1.81% 11
2025
Q2 		$3.22M Buy
69,470
+1,574
+2% +$77.3K 2.07% 7
2025
Q1 		$4.14M Buy
67,896
+12,703
+23% +$740K 2.8% 3
2024
Q4 		$3.13M Buy
55,193
+5,752
+12% +$321K 1.69% 5
2024
Q3 		$2.56M Buy
49,441
+43,730
+766% +$2.05M 1.48% 11
2024
Q2 		$237K Buy
5,711
+2,030
+55% +$90.8K 0.13% 153
2024
Q1 		$200K Buy
3,681
+1,199
+48% +$61.1K 0.11% 178
2023
Q4 		$127K Buy
2,482
+422
+20% +$22.2K 0.09% 181
2023
Q3 		$120K Sell
2,060
-60
-3% -$3.68K 0.11% 156
2023
Q2 		$136K Sell
2,120
-1,395
-40% -$93.5K 0.12% 149
2023
Q1 		$244K Buy
3,515
+130
+4% +$9.17K 0.22% 110
2022
Q4 		$244K Buy
3,385
+531
+19% +$40K 0.24% 100
2022
Q3 		$203K Buy
2,854
+2,850
+71,250% +$207K 0.19% 113
2022
Q2 		$1.94K Sell
4
-3,273
-100% -$249K ﹤0.01% 634
2022
Q1 		$239K Sell
3,277
-250,861
-99% -$16.8M 0.15% 139
2021
Q4 		$4.08K Buy
+254,138
New +$14.9M 0.03% 186
2021
Q2 		$178K Buy
+2,666
New +$174K 0.08% 222
2018
Q1 		$363K Buy
+5,745
New +$370K 0.3% 79

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

Castleview Partners's BMY Position: Q1 2026 in Review

Castleview Partners reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, selling an estimated $674K and leaving 73,988 shares worth $4.49M. The position accounts for 2.3% of the portfolio, ranked #7.

Castleview Partners first reported a position in BMY in Q1 2018 and has held it in 20 quarters since. The position peaked at $4.61M in Q4 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Castleview Partners held 73,988 shares of Bristol-Myers Squibb worth $4.49M as of Q1 2026.
  • Castleview Partners sold 11,554 Bristol-Myers Squibb shares in Q1 2026, an estimated $674K.
  • Bristol-Myers Squibb made up 2.3% of Castleview Partners's portfolio in Q1 2026, its #7 holding.
  • Castleview Partners first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's Bristol-Myers Squibb position peaked at $4.61M in Q4 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.