Cheviot Value Management’s Bristol-Myers Squibb BMY Stock Holding History

Cheviot Value Management’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	$129K	Hold	2,125	–	–	0.01%	151
2025 Q4	$116K	Hold	2,125	–	–	0.01%	157
2025 Q3	$91K	Sell	2,125 -2,000	-48%	-$93.4K	0.01%	179
2025 Q2	$190K	Hold	4,125	–	–	0.02%	118
2025 Q1	$206K	Buy	+4,125	New	+$240K	0.03%	104
2023 Q4	–	Sell	-6,142	Closed	-$356K	–	74
2023 Q3	$356K	Sell	6,142 -340	-5%	-$20.8K	0.08%	56
2023 Q2	$415K	Sell	6,482 -250	-4%	-$16.8K	0.09%	54
2023 Q1	$467K	Sell	6,732 -26	-0.4%	-$1.83K	0.11%	48
2022 Q4	$486K	Hold	6,758	–	–	0.12%	47
2022 Q3	$480K	Hold	6,758	–	–	0.13%	46
2022 Q2	$520K	Hold	6,758	–	–	0.13%	49
2022 Q1	$494K	Hold	6,758	–	–	0.1%	51
2021 Q4	$421K	Hold	6,758	–	–	0.1%	53
2021 Q3	$400K	Hold	6,758	–	–	0.1%	55
2021 Q2	$452K	Hold	6,758	–	–	0.11%	55
2021 Q1	$427K	Buy	6,758 +3,300	+95%	+$205K	0.12%	54
2020 Q4	$214K	Hold	3,458	–	–	0.06%	62
2020 Q3	$208K	Sell	3,458 -224	-6%	-$13.5K	0.07%	53
2020 Q2	$217K	Hold	3,682	–	–	0.08%	56
2020 Q1	$205K	Sell	3,682 -300	-8%	-$18.3K	0.09%	58
2019 Q4	$256K	Hold	3,982	–	–	0.1%	65
2019 Q3	$202K	Buy	+3,982	New	+$187K	0.09%	66
2019 Q1	–	Sell	-4,057	Closed	-$211K	–	59
2018 Q4	$211K	Buy	4,057 +465	+13%	+$25K	0.11%	56
2018 Q3	$223K	Buy	+3,592	New	+$213K	0.1%	63
2018 Q2	–	Sell	-3,592	Closed	-$227K	–	70
2018 Q1	$227K	Sell	3,592 -516	-13%	-$33.2K	0.12%	60
2017 Q4	$252K	Buy	4,108 +741	+22%	+$46.3K	0.13%	53
2017 Q3	$215K	Sell	3,367 -402	-11%	-$23.5K	0.12%	50
2017 Q2	$210K	Buy	+3,769	New	+$205K	0.12%	51

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

Cheviot Value Management's BMY Position: Q1 2026 in Review

Cheviot Value Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 2,125 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #151.

Cheviot Value Management first reported a position in BMY in Q2 2017 and has held it in 28 quarters since. The position peaked at $520K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Cheviot Value Management held 2,125 shares of Bristol-Myers Squibb worth $129K as of Q1 2026.
Cheviot Value Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.01% of Cheviot Value Management's portfolio in Q1 2026, its #151 holding.
Cheviot Value Management first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 28 quarters since.
Cheviot Value Management's Bristol-Myers Squibb position peaked at $520K in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.