Clean Yield Group’s Bristol-Myers Squibb BMY Stock Holding History

Clean Yield 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	$163K	Hold	2,680	–	–	0.05%	151
2025 Q4	$145K	Sell	2,680 -241	-8%	-$11.6K	0.04%	157
2025 Q3	$132K	Hold	2,921	–	–	0.04%	153
2025 Q2	$135K	Sell	2,921 -26	-0.9%	-$1.28K	0.04%	152
2025 Q1	$180K	Sell	2,947 -292	-9%	-$17K	0.06%	134
2024 Q4	$183K	Sell	3,239 -100	-3%	-$5.59K	0.06%	139
2024 Q3	$173K	Hold	3,339	–	–	0.05%	141
2024 Q2	$139K	Sell	3,339 -841	-20%	-$37.6K	0.05%	143
2024 Q1	$227K	Hold	4,180	–	–	0.09%	119
2023 Q4	$214K	Hold	4,180	–	–	0.09%	118
2023 Q3	$237K	Hold	4,180	–	–	0.11%	111
2023 Q2	$267K	Sell	4,180 -150	-3%	-$10.1K	0.11%	108
2023 Q1	$300K	Sell	4,330 -78	-2%	-$5.5K	0.13%	102
2022 Q4	$317K	Buy	4,408 +482	+12%	+$36.3K	0.14%	100
2022 Q3	$279K	Hold	3,926	–	–	0.13%	109
2022 Q2	$302K	Hold	3,926	–	–	0.12%	106
2022 Q1	$287K	Sell	3,926 -1,552	-28%	-$104K	0.1%	121
2021 Q4	$342K	Sell	5,478 -128	-2%	-$7.51K	0.11%	119
2021 Q3	$332K	Buy	5,606 +128	+2%	+$8.43K	0.11%	115
2021 Q2	$365K	Sell	5,478 -200	-4%	-$13K	0.12%	97
2021 Q1	$358K	Hold	5,678	–	–	0.13%	98
2020 Q4	$352K	Sell	5,678 -79	-1%	-$4.86K	0.13%	96
2020 Q3	$347K	Buy	5,757 +157	+3%	+$9.45K	0.14%	90
2020 Q2	$329K	Hold	5,600	–	–	0.14%	88
2020 Q1	$312K	Sell	5,600 -4,957	-47%	-$303K	0.15%	88
2019 Q4	$678K	Buy	10,557 +3,610	+52%	+$207K	0.21%	79
2019 Q3	$352K	Buy	6,947 +395	+6%	+$18.6K	0.12%	108
2019 Q2	$297K	Sell	6,552 -300	-4%	-$14K	0.11%	109
2019 Q1	$327K	Hold	6,852	–	–	0.13%	104
2018 Q4	$356K	Buy	6,852 +1,600	+30%	+$86K	0.16%	102
2018 Q3	$326K	Sell	5,252 -500	-9%	-$29.7K	0.13%	115
2018 Q2	$318K	Sell	5,752 -500	-8%	-$27K	0.13%	111
2018 Q1	$395K	Hold	6,252	–	–	0.17%	98
2017 Q4	$383K	Hold	6,252	–	–	0.15%	105
2017 Q3	$399K	Buy	6,252 +1,552	+33%	+$90.6K	0.16%	100
2017 Q2	$259K	Hold	4,700	–	–	0.11%	120
2017 Q1	$256K	Buy	+4,700	New	+$258K	0.11%	116
2016 Q4	–	Sell	-1,700	Closed	-$92K	–	151
2016 Q3	$92K	Hold	1,700	–	–	0.04%	151
2016 Q2	$125K	Hold	1,700	–	–	0.05%	140
2016 Q1	$115K	Buy	+1,700	New	+$107K	0.05%	140
2015 Q2	–	Sell	-1,948	Closed	-$126K	–	141
2015 Q1	$126K	Buy	+1,948	New	+$122K	0.05%	143

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

Clean Yield Group's BMY Position: Q1 2026 in Review

Clean Yield Group held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 2,680 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #151.

Clean Yield Group first reported a position in BMY in Q1 2015 and has held it in 41 quarters since. The position peaked at $678K in Q4 2019. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Clean Yield Group held 2,680 shares of Bristol-Myers Squibb worth $163K as of Q1 2026.
Clean Yield Group left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.05% of Clean Yield Group's portfolio in Q1 2026, its #151 holding.
Clean Yield Group first reported a position in Bristol-Myers Squibb in Q1 2015 and has held it in 41 quarters since.
Clean Yield Group's Bristol-Myers Squibb position peaked at $678K in Q4 2019.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.