CA
BMY icon

CSM Advisors’s Bristol-Myers Squibb BMY Stock Holding History

CSM 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 		$299K Hold
4,925
– – 0.01% 390
2025
Q4 		$266K Hold
4,925
– – 0.01% 391
2025
Q3 		$222K Sell
4,925
-377,404
-99% -$17.6M 0.01% 399
2025
Q2 		$17.7M Buy
+382,329
New +$18.8M 0.52% 59
2022
Q1 		– Sell
-91,245
Closed -$5.69M – 132
2021
Q4 		$5.69M Sell
91,245
-420
-0.5% -$24.6K 0.38% 66
2021
Q3 		$5.42M Sell
91,665
-50
-0.1% -$3.29K 0.4% 61
2021
Q2 		$6.13M Sell
91,715
-640
-0.7% -$41.7K 0.4% 64
2021
Q1 		$5.83M Buy
+92,355
New +$5.75M 0.82% 46

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

CSM Advisors's BMY Position: Q1 2026 in Review

CSM Advisors held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 4,925 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #390.

CSM Advisors first reported a position in BMY in Q1 2021 and has held it in 8 quarters since. The position peaked at $17.7M in Q2 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • CSM Advisors held 4,925 shares of Bristol-Myers Squibb worth $299K as of Q1 2026.
  • CSM Advisors left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #390 holding.
  • CSM Advisors first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 8 quarters since.
  • CSM Advisors's Bristol-Myers Squibb position peaked at $17.7M in Q2 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.