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BMY icon

Certuity’s Bristol-Myers Squibb BMY Stock Holding History

Certuity’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 		$7.1M Sell
117,082
-3,173
-3% -$185K 0.47% 39
2025
Q4 		$6.49M Sell
120,255
-510
-0.4% -$24.5K 0.41% 43
2025
Q3 		$5.45M Buy
120,765
+3,711
+3% +$173K 0.37% 50
2025
Q2 		$5.42M Sell
117,054
-2,227
-2% -$109K 0.51% 40
2025
Q1 		$7.27M Sell
119,281
-15,351
-11% -$895K 0.76% 30
2024
Q4 		$7.61M Sell
134,632
-15,733
-10% -$879K 0.83% 30
2024
Q3 		$7.78M Buy
150,365
+102,590
+215% +$4.81M 0.84% 29
2024
Q2 		$1.98M Buy
47,775
+4,841
+11% +$217K 0.16% 79
2024
Q1 		$2.33M Buy
42,934
+2,205
+5% +$112K 0.2% 64
2023
Q4 		$2.09M Buy
40,729
+14,606
+56% +$767K 0.21% 67
2023
Q3 		$1.52M Buy
26,123
+1,616
+7% +$99K 0.18% 65
2023
Q2 		$1.57M Sell
24,507
-11,015
-31% -$739K 0.18% 69
2023
Q1 		$2.46M Sell
35,522
-88
-0.2% -$6.21K 0.36% 42
2022
Q4 		$2.56M Sell
35,610
-4,391
-11% -$331K 0.41% 37
2022
Q3 		$2.84M Buy
40,001
+4,139
+12% +$300K 0.66% 21
2022
Q2 		$2.78M Sell
35,862
-3,976
-10% -$303K 0.72% 24
2022
Q1 		$2.92M Buy
39,838
+19,702
+98% +$1.32M 0.63% 30
2021
Q4 		$1.25M Buy
20,136
+184
+0.9% +$10.8K 0.27% 60
2021
Q3 		$1.18M Buy
19,952
+10,663
+115% +$702K 0.24% 72
2021
Q2 		$621K Sell
9,289
-1,257
-12% -$82K 0.14% 106
2021
Q1 		$666K Sell
10,546
-128
-1% -$7.96K 0.18% 87
2020
Q4 		$662K Buy
10,674
+1,992
+23% +$122K 0.21% 75
2020
Q3 		$523K Buy
8,682
+3,326
+62% +$200K 0.21% 80
2020
Q2 		$315K Sell
5,356
-8,250
-61% -$493K 0.15% 106
2020
Q1 		$758K Sell
13,606
-83
-0.6% -$5.07K 0.42% 44
2019
Q4 		$879K Buy
+13,689
New +$784K 0.42% 48

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

Certuity's BMY Position: Q1 2026 in Review

Certuity reduced its Bristol-Myers Squibb (BMY) stake by 2.6% in Q1 2026, selling an estimated $185K and leaving 117,082 shares worth $7.1M. The position accounts for 0.47% of the portfolio, ranked #39.

Certuity first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.78M in Q3 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Certuity held 117,082 shares of Bristol-Myers Squibb worth $7.1M as of Q1 2026.
  • Certuity sold 3,173 Bristol-Myers Squibb shares in Q1 2026, an estimated $185K.
  • Bristol-Myers Squibb made up 0.47% of Certuity's portfolio in Q1 2026, its #39 holding.
  • Certuity first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
  • Certuity's Bristol-Myers Squibb position peaked at $7.78M in Q3 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.