Clear Harbor Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Clear Harbor Asset 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
2023 Q4	–	Sell	-5,000	Closed	-$290K	–	376
2023 Q3	$290K	Hold	5,000	–	–	0.03%	272
2023 Q2	$320K	Buy	5,000 +3,000	+150%	+$201K	0.03%	265
2023 Q1	$139K	Buy	+2,000	New	+$141K	0.01%	353

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

Clear Harbor Asset Management's BMY Position: Q1 2026 in Review

Clear Harbor Asset Management increased its Bristol-Myers Squibb (BMY) stake by 40% in Q1 2026, buying an estimated $484K and bringing the position to 29,013 shares worth $1.76M. The position accounts for 0.12% of the portfolio, ranked #140.

Clear Harbor Asset Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.86M in Q3 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Clear Harbor Asset Management held 29,013 shares of Bristol-Myers Squibb worth $1.76M as of Q1 2026.
Clear Harbor Asset Management bought 8,307 Bristol-Myers Squibb shares in Q1 2026, an estimated $484K.
Bristol-Myers Squibb made up 0.12% of Clear Harbor Asset Management's portfolio in Q1 2026, its #140 holding.
Clear Harbor Asset Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Clear Harbor Asset Management's Bristol-Myers Squibb position peaked at $4.86M in Q3 2021.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.