Chevy Chase Trust
BMY icon

Chevy Chase Trust’s Bristol-Myers Squibb BMY Stock Holding History

Chevy Chase Trust’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 		$61.8M Sell
1,018,951
-30,743
-3% -$1.79M 0.18% 112
2025
Q4 		$56.6M Sell
1,049,694
-6,659
-0.6% -$320K 0.15% 125
2025
Q3 		$47.6M Sell
1,056,353
-35,963
-3% -$1.68M 0.13% 143
2025
Q2 		$50.6M Buy
1,092,316
+10,639
+1% +$522K 0.15% 135
2025
Q1 		$66M Sell
1,081,677
-472
-0% -$27.5K 0.21% 103
2024
Q4 		$61.2M Sell
1,082,149
-23,887
-2% -$1.33M 0.19% 108
2024
Q3 		$57.2M Sell
1,106,036
-19,375
-2% -$909K 0.18% 115
2024
Q2 		$46.7M Sell
1,125,411
-20,476
-2% -$916K 0.15% 129
2024
Q1 		$62.1M Sell
1,145,887
-10,396
-0.9% -$530K 0.2% 104
2023
Q4 		$59.3M Sell
1,156,283
-40,254
-3% -$2.11M 0.21% 100
2023
Q3 		$69.4M Sell
1,196,537
-34,992
-3% -$2.14M 0.27% 80
2023
Q2 		$78.8M Sell
1,231,529
-28,613
-2% -$1.92M 0.3% 71
2023
Q1 		$87.3M Buy
1,260,142
+12,477
+1% +$880K 0.35% 67
2022
Q4 		$89.8M Sell
1,247,665
-80,856
-6% -$6.1M 0.38% 58
2022
Q3 		$94.4M Buy
1,328,521
+18,084
+1% +$1.31M 0.4% 52
2022
Q2 		$101M Sell
1,310,437
-25,123
-2% -$1.91M 0.42% 50
2022
Q1 		$97.5M Sell
1,335,560
-20,974
-2% -$1.41M 0.34% 66
2021
Q4 		$84.6M Sell
1,356,534
-34,450
-2% -$2.02M 0.27% 85
2021
Q3 		$82.3M Sell
1,390,984
-58,814
-4% -$3.87M 0.29% 84
2021
Q2 		$96.9M Sell
1,449,798
-80,733
-5% -$5.26M 0.33% 68
2021
Q1 		$96.6M Sell
1,530,531
-125,855
-8% -$7.83M 0.34% 68
2020
Q4 		$103M Sell
1,656,386
-48,846
-3% -$3M 0.37% 61
2020
Q3 		$103M Sell
1,705,232
-171,859
-9% -$10.3M 0.41% 53
2020
Q2 		$110M Sell
1,877,091
-166,650
-8% -$9.97M 0.45% 52
2020
Q1 		$114M Buy
2,043,741
+28,049
+1% +$1.71M 0.53% 41
2019
Q4 		$129M Buy
2,015,692
+599,177
+42% +$34.3M 0.49% 43
2019
Q3 		$71.8M Sell
1,416,515
-3,471
-0.2% -$163K 0.29% 74
2019
Q2 		$64.4M Sell
1,419,986
-729
-0.1% -$34K 0.27% 89
2019
Q1 		$66M Buy
1,420,715
+17,697
+1% +$882K 0.27% 87
2018
Q4 		$72.9M Buy
1,403,018
+2,027
+0.1% +$109K 0.36% 71
2018
Q3 		$87M Sell
1,400,991
-36,700
-3% -$2.18M 0.36% 69
2018
Q2 		$79.6M Sell
1,437,691
-4,093
-0.3% -$221K 0.34% 73
2018
Q1 		$91.2M Sell
1,441,784
-41,379
-3% -$2.66M 0.41% 59
2017
Q4 		$90.9M Sell
1,483,163
-8,637
-0.6% -$540K 0.39% 58
2017
Q3 		$95.1M Buy
1,491,800
+11,887
+0.8% +$694K 0.43% 52
2017
Q2 		$82.5M Sell
1,479,913
-26,790
-2% -$1.46M 0.39% 54
2017
Q1 		$81.9M Buy
1,506,703
+44,200
+3% +$2.42M 0.4% 56
2016
Q4 		$85.5M Buy
1,462,503
+31,716
+2% +$1.73M 0.45% 49
2016
Q3 		$77.1M Sell
1,430,787
-29,993
-2% -$1.93M 0.42% 54
2016
Q2 		$107M Buy
1,460,780
+15,313
+1% +$1.08M 0.6% 39
2016
Q1 		$92.3M Buy
1,445,467
+32,992
+2% +$2.08M 0.53% 45
2015
Q4 		$97.2M Buy
1,412,475
+6,683
+0.5% +$442K 0.57% 42
2015
Q3 		$83.2M Buy
1,405,792
+47,841
+4% +$3.03M 0.52% 45
2015
Q2 		$90.4M Buy
1,357,951
+20,757
+2% +$1.37M 0.54% 42
2015
Q1 		$86.2M Buy
1,337,194
+48,185
+4% +$3.02M 0.52% 43
2014
Q4 		$76.1M Sell
1,289,009
-9,955
-0.8% -$561K 0.48% 47
2014
Q3 		$66.5M Buy
1,298,964
+81,885
+7% +$4.09M 0.43% 49
2014
Q2 		$59M Sell
1,217,079
-14,552
-1% -$717K 0.41% 54
2014
Q1 		$64M Buy
1,231,631
+7,655
+0.6% +$407K 0.46% 47
2013
Q4 		$65.1M Buy
1,223,976
+11,187
+0.9% +$570K 0.48% 46
2013
Q3 		$56.1M Buy
1,212,789
+18,544
+2% +$814K 0.46% 47
2013
Q2 		$53.4M Buy
+1,194,245
New +$51.8M 0.47% 42

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

Chevy Chase Trust's BMY Position: Q1 2026 in Review

Chevy Chase Trust reduced its Bristol-Myers Squibb (BMY) stake by 2.9% in Q1 2026, selling an estimated $1.79M and leaving 1,018,951 shares worth $61.8M. The position accounts for 0.18% of the portfolio, ranked #112.

Chevy Chase Trust first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $129M in Q4 2019. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Chevy Chase Trust held 1,018,951 shares of Bristol-Myers Squibb worth $61.8M as of Q1 2026.
  • Chevy Chase Trust sold 30,743 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.79M.
  • Bristol-Myers Squibb made up 0.18% of Chevy Chase Trust's portfolio in Q1 2026, its #112 holding.
  • Chevy Chase Trust first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Bristol-Myers Squibb position peaked at $129M in Q4 2019.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.