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

Columbia 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
2026 Q1	$329K	Buy	5,425 +260	+5%	+$15.2K	0.06%	139
2025 Q4	$279K	Hold	5,165	–	–	0.05%	147
2025 Q3	$233K	Sell	5,165 -925	-15%	-$43.2K	0.04%	155
2025 Q2	$282K	Sell	6,090 -600	-9%	-$29.5K	0.06%	143
2025 Q1	$408K	Hold	6,690	–	–	0.08%	146
2024 Q4	$378K	Hold	6,690	–	–	0.07%	147
2024 Q3	$346K	Hold	6,690	–	–	0.06%	150
2024 Q2	$278K	Hold	6,690	–	–	0.05%	152
2024 Q1	$343K	Hold	6,690	–	–	0.07%	137
2023 Q4	$343K	Sell	6,690 -40	-0.6%	-$2.1K	0.07%	138
2023 Q3	$391K	Hold	6,730	–	–	0.09%	124
2023 Q2	$430K	Hold	6,730	–	–	0.09%	124
2023 Q1	$466K	Hold	6,730	–	–	0.1%	115
2022 Q4	$484K	Hold	6,730	–	–	0.12%	112
2022 Q3	$478K	Buy	6,730 +300	+5%	+$21.8K	0.13%	108
2022 Q2	$495K	Buy	+6,430	New	+$490K	0.13%	108
2021 Q4	$438K	Sell	7,026 -1,975	-22%	-$116K	0.09%	134
2021 Q3	$533K	Hold	9,001	–	–	0.12%	121
2021 Q2	$601K	Sell	9,001 -4,810	-35%	-$314K	0.13%	109
2021 Q1	$872K	Buy	13,811 +133	+1%	+$8.28K	0.16%	98
2020 Q4	$848K	Buy	13,678 +63	+0.5%	+$3.87K	0.17%	93
2020 Q3	$821K	Sell	13,615 -800	-6%	-$48.1K	0.19%	87
2020 Q2	$848K	Hold	14,415	–	–	0.2%	81
2020 Q1	$803K	Sell	14,415 -1,338	-8%	-$81.8K	0.2%	81
2019 Q4	$10.1K	Buy	15,753 +3,543	+29%	+$203K	0.24%	80
2019 Q3	$619K	Hold	12,210	–	–	0.16%	98
2019 Q2	$554K	Sell	12,210 -1,000	-8%	-$46.6K	0.15%	108
2019 Q1	$630K	Hold	13,210	–	–	0.17%	103
2018 Q4	$687K	Sell	13,210 -500	-4%	-$26.9K	0.21%	88
2018 Q3	$851K	Sell	13,710 -1,800	-12%	-$107K	0.22%	89
2018 Q2	$858K	Sell	15,510 -764	-5%	-$41.3K	0.25%	86
2018 Q1	$1.03M	Sell	16,274 -300	-2%	-$19.3K	0.3%	77
2017 Q4	$1.02M	Hold	16,574	–	–	0.29%	79
2017 Q3	$1.06M	Hold	16,574	–	–	0.32%	76
2017 Q2	$923K	Hold	16,574	–	–	0.3%	76
2017 Q1	$901K	Buy	16,574 +650	+4%	+$35.7K	0.3%	75
2016 Q4	$931K	Sell	15,924 -650	-4%	-$35.5K	0.31%	73
2016 Q3	$894K	Sell	16,574 -795	-5%	-$51.1K	0.31%	76
2016 Q2	$1.28M	Hold	17,369	–	–	0.46%	60
2016 Q1	$1.11M	Sell	17,369 -344	-2%	-$21.7K	0.41%	64
2015 Q4	$1.22M	Hold	17,713	–	–	0.49%	58
2015 Q3	$1.05M	Hold	17,713	–	–	0.43%	65
2015 Q2	$1.18M	Hold	17,713	–	–	0.45%	67
2015 Q1	$1.14M	Sell	17,713 -250	-1%	-$15.7K	0.43%	64
2014 Q4	$1.06M	Sell	17,963 -735	-4%	-$41.5K	0.41%	72
2014 Q3	$957K	Hold	18,698	–	–	0.39%	75
2014 Q2	$907K	Sell	18,698 -1,297	-6%	-$63.9K	0.37%	77
2014 Q1	$1.04M	Sell	19,995 -470	-2%	-$25K	0.45%	70
2013 Q4	$1.09M	Buy	+20,465	New	+$1.04M	0.48%	69

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

Columbia Asset Management's BMY Position: Q1 2026 in Review

Columbia Asset Management increased its Bristol-Myers Squibb (BMY) stake by 5% in Q1 2026, buying an estimated $15.2K and bringing the position to 5,425 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #139.

Columbia Asset Management first reported a position in BMY in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.28M in Q2 2016. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Columbia Asset Management held 5,425 shares of Bristol-Myers Squibb worth $329K as of Q1 2026.
Columbia Asset Management bought 260 Bristol-Myers Squibb shares in Q1 2026, an estimated $15.2K.
Bristol-Myers Squibb made up 0.06% of Columbia Asset Management's portfolio in Q1 2026, its #139 holding.
Columbia Asset Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 49 quarters since.
Columbia Asset Management's Bristol-Myers Squibb position peaked at $1.28M in Q2 2016.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.