CRIG
BMY icon

Charter Research & Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Charter Research & 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 		$2M Hold
32,976
– – 1.33% 21
2025
Q4 		$1.78M Sell
32,976
-2,197
-6% -$106K 1.19% 25
2025
Q3 		$1.59M Sell
35,173
-2,820
-7% -$132K 1.1% 27
2025
Q2 		$1.76M Sell
37,993
-1,665
-4% -$81.7K 1.31% 22
2025
Q1 		$2.42M Hold
39,658
– – 1.85% 16
2024
Q4 		$2.24M Sell
39,658
-1,762
-4% -$98.5K 1.71% 19
2024
Q3 		$2.14M Sell
41,420
-453
-1% -$21.3K 1.58% 19
2024
Q2 		$1.74M Sell
41,873
-735
-2% -$32.9K 1.37% 23
2024
Q1 		$2.31M Sell
42,608
-1,975
-4% -$101K 1.83% 18
2023
Q4 		$2.29M Buy
44,583
+261
+0.6% +$13.7K 1.9% 17
2023
Q3 		$2.57M Sell
44,322
-1,325
-3% -$81.2K 2.32% 12
2023
Q2 		$2.92M Sell
45,647
-9
-0% -$604 2.42% 12
2023
Q1 		$3.16M Hold
45,656
– – 2.77% 9
2022
Q4 		$3.28M Sell
45,656
-165
-0.4% -$12.4K 3.15% 9
2022
Q3 		$3.26M Sell
45,821
-628
-1% -$45.6K 3.29% 7
2022
Q2 		$3.58M Sell
46,449
-135
-0.3% -$10.3K 3.25% 7
2022
Q1 		$3.4M Sell
46,584
-175
-0.4% -$11.8K 2.76% 8
2021
Q4 		$2.92M Sell
46,759
-11,425
-20% -$670K 2.29% 13
2021
Q3 		$3.44M Buy
58,184
+1,655
+3% +$109K 2.86% 7
2021
Q2 		$3.78M Sell
56,529
-350
-0.6% -$22.8K 3.13% 6
2021
Q1 		$3.59M Sell
56,879
-20
-0% -$1.24K 3.14% 6
2020
Q4 		$3.53M Buy
56,899
+460
+0.8% +$28.3K 3.39% 6
2020
Q3 		$3.4M Buy
56,439
+377
+0.7% +$22.7K 3.73% 6
2020
Q2 		$3.3M Buy
56,062
+900
+2% +$53.8K 3.8% 5
2020
Q1 		$3.08M Buy
55,162
+215
+0.4% +$13.1K 4.05% 6
2019
Q4 		$3.53M Buy
54,947
+12,477
+29% +$715K 3.59% 5
2019
Q3 		$2.15M Buy
42,470
+2,220
+6% +$104K 2.33% 12
2019
Q2 		$1.82M Sell
40,250
-1,125
-3% -$52.4K 2.03% 13
2019
Q1 		$1.97M Sell
41,375
-45
-0.1% -$2.24K 2.18% 12
2018
Q4 		$2.15M Sell
41,420
-300
-0.7% -$16.1K 2.72% 9
2018
Q3 		$2.59M Sell
41,720
-450
-1% -$26.7K 2.82% 11
2018
Q2 		$2.33M Sell
42,170
-750
-2% -$40.5K 2.68% 12
2018
Q1 		$2.71M Sell
42,920
-545
-1% -$35.1K 3.24% 7
2017
Q4 		$2.66M Buy
+43,465
New +$2.72M 2.99% 9
2016
Q3 		$815K Hold
15,120
– – 0.96% 34
2016
Q2 		$1.11M Sell
15,120
-850
-5% -$60.1K 1.27% 32
2016
Q1 		$1.02M Hold
15,970
– – 1.17% 32
2015
Q4 		$1.1M Hold
15,970
– – 1.28% 30
2015
Q3 		$945K Sell
15,970
-5
-0% -$317 1.25% 30
2015
Q2 		$1.06M Hold
15,975
– – 1.18% 30
2015
Q1 		$1.03M Hold
15,975
– – 1.14% 30
2014
Q4 		$943K Buy
+15,975
New +$901K 1.03% 34

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

Charter Research & Investment Group's BMY Position: Q1 2026 in Review

Charter Research & Investment Group held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 32,976 shares worth $2M. The position accounts for 1.33% of the portfolio, ranked #21.

Charter Research & Investment Group first reported a position in BMY in Q4 2014 and has held it in 42 quarters since. The position peaked at $3.78M in Q2 2021. 2,522 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Charter Research & Investment Group held 32,976 shares of Bristol-Myers Squibb worth $2M as of Q1 2026.
  • Charter Research & Investment Group left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 1.33% of Charter Research & Investment Group's portfolio in Q1 2026, its #21 holding.
  • Charter Research & Investment Group first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 42 quarters since.
  • Charter Research & Investment Group's Bristol-Myers Squibb position peaked at $3.78M in Q2 2021.
  • 2,522 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.