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 Q3	$136K	Buy	2,175 +50	+2%	+$3.16K	0.01%	153
2026 Q2	$122K	Hold	2,125	–	–	0.01%	159
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cheviot Value Management's BMY Position: Q3 2026 in Review

Cheviot Value Management increased its Bristol-Myers Squibb (BMY) stake by 2.4% in Q3 2026, buying an estimated $3.16K and bringing the position to 2,175 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #153.

Cheviot Value Management first reported a position in BMY in Q2 2017 and has held it in 30 quarters since. The position peaked at $520K in Q2 2022. 1,697 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Cheviot Value Management held 2,175 shares of Bristol-Myers Squibb worth $136K as of Q3 2026.
Cheviot Value Management bought 50 Bristol-Myers Squibb shares in Q3 2026, an estimated $3.16K.
Bristol-Myers Squibb made up 0.01% of Cheviot Value Management's portfolio in Q3 2026, its #153 holding.
Cheviot Value Management first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 30 quarters since.
Cheviot Value Management's Bristol-Myers Squibb position peaked at $520K in Q2 2022.
1,697 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.