Clear Investment Research’s Bristol-Myers Squibb BMY Stock Holding History

Clear Investment Research’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	$30.3K	Buy	+500	New	+$29.1K	0.05%	131
2025 Q4	–	Sell	-500	Closed	-$22.6K	–	70
2025 Q3	$22.6K	Hold	500	–	–	0.03%	155
2025 Q2	$23.1K	Hold	500	–	–	0.03%	141
2025 Q1	$30.5K	Hold	500	–	–	0.04%	131
2024 Q4	$28.3K	Hold	500	–	–	0.04%	132
2024 Q3	$25.9K	Hold	500	–	–	0.03%	135
2024 Q2	$20.8K	Hold	500	–	–	0.03%	132
2024 Q1	$27.1K	Hold	500	–	–	0.04%	127
2023 Q4	$25.7K	Hold	500	–	–	0.04%	138
2023 Q3	$29K	Hold	500	–	–	0.05%	105
2023 Q2	$32K	Hold	500	–	–	0.05%	104
2023 Q1	$34.7K	Hold	500	–	–	0.06%	95
2022 Q4	$36K	Hold	500	–	–	0.07%	87
2022 Q3	$36K	Buy	+500	New	+$36.3K	0.08%	88
2019 Q4	–	Sell	-17	Closed	-$1K	–	143
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	144
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	143
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	141
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	135
2018 Q3	$1K	Buy	+17	New	+$1.01K	﹤0.01%	144

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 Investment Research's BMY Position: Q1 2026 in Review

Clear Investment Research opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 500 shares worth $30.3K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in BMY as recently as Q3 2025.

Clear Investment Research first reported a position in BMY in Q3 2018 and has held it in 19 quarters since. The position peaked at $36K in Q4 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Clear Investment Research held 500 shares of Bristol-Myers Squibb worth $30.3K as of Q1 2026.
Bristol-Myers Squibb was a new Clear Investment Research position in Q1 2026.
Bristol-Myers Squibb made up 0.05% of Clear Investment Research's portfolio in Q1 2026, its #131 holding.
Clear Investment Research first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 19 quarters since.
Clear Investment Research's Bristol-Myers Squibb position peaked at $36K in Q4 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.