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Cohen Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Cohen Investment Advisors’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 		$577K Buy
9,512
+63
+0.7% +$3.67K 0.27% 57
2025
Q4 		$510K Sell
9,449
-20
-0.2% -$962 0.23% 59
2025
Q3 		$427K Buy
9,469
+1,180
+14% +$55.1K 0.21% 69
2025
Q2 		$384K Sell
8,289
-490
-6% -$24.1K 0.2% 70
2025
Q1 		$535K Sell
8,779
-23
-0.3% -$1.34K 0.31% 52
2024
Q4 		$498K Buy
8,802
+221
+3% +$12.3K 0.3% 54
2024
Q3 		$444K Buy
8,581
+962
+13% +$45.1K 0.27% 62
2024
Q2 		$442K Buy
7,619
+487
+7% +$21.8K 0.36% 57
2024
Q1 		$387K Sell
7,132
-207
-3% -$10.5K 0.25% 60
2023
Q4 		$377K Sell
7,339
-280
-4% -$14.7K 0.28% 65
2023
Q3 		$442K Sell
7,619
-291
-4% -$17.8K 0.36% 57
2023
Q2 		$506K Sell
7,910
-143
-2% -$9.59K 0.41% 57
2023
Q1 		$558K Buy
8,053
+476
+6% +$33.6K 0.44% 51
2022
Q4 		$545K Buy
7,577
+395
+5% +$29.8K 0.45% 50
2022
Q3 		$511K Sell
7,182
-10
-0.1% -$725 0.47% 48
2022
Q2 		$554K Sell
7,192
-59
-0.8% -$4.49K 0.47% 46
2022
Q1 		$530K Buy
7,251
+90
+1% +$6.04K 0.39% 53
2021
Q4 		$446K Buy
7,161
+61
+0.9% +$3.58K 0.32% 61
2021
Q3 		$420K Buy
7,100
+41
+0.6% +$2.7K 0.32% 60
2021
Q2 		$472K Buy
7,059
+57
+0.8% +$3.72K 0.37% 52
2021
Q1 		$442K Sell
7,002
-35
-0.5% -$2.18K 0.36% 56
2020
Q4 		$437K Buy
+7,037
New +$433K 0.39% 52

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

Cohen Investment Advisors's BMY Position: Q1 2026 in Review

Cohen Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.67% in Q1 2026, buying an estimated $3.67K and bringing the position to 9,512 shares worth $577K. The position accounts for 0.27% of the portfolio, ranked #57.

Cohen Investment Advisors first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Cohen Investment Advisors held 9,512 shares of Bristol-Myers Squibb worth $577K as of Q1 2026.
  • Cohen Investment Advisors bought 63 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.67K.
  • Bristol-Myers Squibb made up 0.27% of Cohen Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • Cohen Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.