CPIG
BMY icon

Chicago Partners Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Chicago Partners 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 		$3.77M Buy
64,146
+20,249
+46% +$1.18M 0.08% 211
2025
Q4 		$2.4M Buy
43,897
+20,140
+85% +$969K 0.06% 259
2025
Q3 		$1.02M Buy
23,757
+7,141
+43% +$334K 0.03% 425
2025
Q2 		$814K Sell
16,616
-42
-0.3% -$2.06K 0.02% 447
2025
Q1 		$793K Sell
16,658
-1,735
-9% -$101K 0.03% 412
2024
Q4 		$1.04M Buy
18,393
+1,684
+10% +$94.1K 0.03% 332
2024
Q3 		$887K Buy
16,709
+649
+4% +$30.4K 0.03% 356
2024
Q2 		$788K Sell
16,060
-184
-1% -$8.23K 0.03% 371
2024
Q1 		$796K Buy
16,244
+31
+0.2% +$1.58K 0.03% 352
2023
Q4 		$815K Buy
16,213
+138
+0.9% +$7.24K 0.04% 334
2023
Q3 		$900K Sell
16,075
-165
-1% -$10.1K 0.05% 300
2023
Q2 		$1M Buy
16,240
+5,209
+47% +$349K 0.05% 292
2023
Q1 		$778K Sell
11,031
-49
-0.4% -$3.46K 0.05% 300
2022
Q4 		$826K Sell
11,080
-4,307
-28% -$325K 0.05% 291
2022
Q3 		$1.22M Buy
15,387
+388
+3% +$28.1K 0.09% 212
2022
Q2 		$1.11M Sell
14,999
-2,307
-13% -$176K 0.08% 218
2022
Q1 		$1.33M Buy
17,306
+10,539
+156% +$708K 0.1% 170
2021
Q4 		$452K Sell
6,767
-826
-11% -$48.5K 0.03% 361
2021
Q3 		$449K Sell
7,593
-859
-10% -$56.6K 0.03% 355
2021
Q2 		$572K Sell
8,452
-286
-3% -$18.6K 0.04% 307
2021
Q1 		$576K Buy
8,738
+591
+7% +$36.8K 0.05% 283
2020
Q4 		$526K Sell
8,147
-1,301
-14% -$80K 0.05% 271
2020
Q3 		$579K Buy
9,448
+6
+0.1% +$361 0.07% 211
2020
Q2 		$548K Buy
9,442
+231
+3% +$13.8K 0.07% 204
2020
Q1 		$558K Sell
9,211
-594
-6% -$36.3K 0.09% 174
2019
Q4 		$655K Buy
9,805
+3,588
+58% +$205K 0.08% 180
2019
Q3 		$338K Buy
6,217
+581
+10% +$27.3K 0.05% 242
2019
Q2 		$241K Buy
5,636
+356
+7% +$16.6K 0.03% 284
2019
Q1 		$240K Sell
5,280
-6,803
-56% -$339K 0.04% 268
2018
Q4 		$577K Sell
12,083
-6,182
-34% -$332K 0.09% 173
2018
Q3 		$908K Buy
18,265
+5,707
+45% +$339K 0.14% 125
2018
Q2 		$695K Buy
12,558
+7,900
+170% +$427K 0.11% 141
2018
Q1 		$295K Sell
4,658
-287
-6% -$18.5K 0.05% 217
2017
Q4 		$303K Sell
4,945
-2,184
-31% -$137K 0.05% 216
2017
Q3 		$454K Buy
7,129
+601
+9% +$35.1K 0.08% 169
2017
Q2 		$375K Buy
6,528
+2,033
+45% +$111K 0.1% 130
2017
Q1 		$244K Sell
4,495
-1,590
-26% -$87.2K 0.07% 173
2016
Q4 		$356K Sell
6,085
-1,465
-19% -$80.1K 0.13% 120
2016
Q3 		$407K Buy
7,550
+6,300
+504% +$405K 0.16% 106
2016
Q2 		$92K Buy
1,250
+800
+178% +$56.5K 0.04% 197
2016
Q1 		$29K Sell
450
-2,424
-84% -$153K 0.02% 269
2015
Q4 		$198K Buy
2,874
+2,724
+1,816% +$180K 0.09% 153
2015
Q3 		$9K Hold
150
– – 0.01% 336
2015
Q2 		$10K Sell
150
-14
-9% -$923 ﹤0.01% 339
2015
Q1 		$10K Sell
164
-136
-45% -$8.51K ﹤0.01% 350
2014
Q4 		$18K Buy
+300
New +$16.9K 0.01% 297

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

Chicago Partners Investment Group's BMY Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Bristol-Myers Squibb (BMY) stake by 46% in Q1 2026, buying an estimated $1.18M and bringing the position to 64,146 shares worth $3.77M. The position accounts for 0.08% of the portfolio, ranked #211.

Chicago Partners Investment Group first reported a position in BMY in Q4 2014 and has held it in 46 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Chicago Partners Investment Group held 64,146 shares of Bristol-Myers Squibb worth $3.77M as of Q1 2026.
  • Chicago Partners Investment Group bought 20,249 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.18M.
  • Bristol-Myers Squibb made up 0.08% of Chicago Partners Investment Group's portfolio in Q1 2026, its #211 holding.
  • Chicago Partners Investment Group first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 46 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.