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Delta Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Delta Investment 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 		$242K Sell
3,988
-256
-6% -$14.9K 0.04% 235
2025
Q4 		$229K Buy
+4,244
New +$204K 0.04% 252
2025
Q2 		– Sell
-4,031
Closed -$246K – 241
2025
Q1 		$246K Sell
4,031
-497
-11% -$29K 0.05% 212
2024
Q4 		$256K Hold
4,528
– – 0.05% 214
2024
Q3 		$234K Buy
+4,528
New +$212K 0.05% 217
2024
Q2 		– Sell
-4,383
Closed -$238K – 219
2024
Q1 		$238K Sell
4,383
-132
-3% -$6.72K 0.05% 192
2023
Q4 		$232K Sell
4,515
-202
-4% -$10.6K 0.06% 178
2023
Q3 		$274K Hold
4,717
– – 0.08% 149
2023
Q2 		$302K Hold
4,717
– – 0.08% 135
2023
Q1 		$327K Sell
4,717
-17
-0.4% -$1.2K 0.09% 122
2022
Q4 		$341K Buy
4,734
+2
+0% +$151 0.11% 123
2022
Q3 		$336K Buy
4,732
+480
+11% +$34.8K 0.15% 99
2022
Q2 		$327K Hold
4,252
– – 0.15% 92
2022
Q1 		$311K Hold
4,252
– – 0.09% 109
2021
Q4 		$265K Hold
4,252
– – 0.08% 146
2021
Q3 		$252K Hold
4,252
– – 0.08% 149
2021
Q2 		$284K Buy
4,252
+20
+0.5% +$1.3K 0.08% 146
2021
Q1 		$267K Hold
4,232
– – 0.09% 140
2020
Q4 		$262K Sell
4,232
-40
-0.9% -$2.46K 0.08% 154
2020
Q3 		$257K Buy
4,272
+40
+0.9% +$2.41K 0.14% 98
2020
Q2 		$248K Sell
4,232
-30
-0.7% -$1.79K 0.1% 119
2020
Q1 		$237K Sell
4,262
-1,383
-24% -$84.5K 0.18% 70
2019
Q4 		$362K Buy
5,645
+991
+21% +$56.8K 0.13% 87
2019
Q3 		$236K Sell
4,654
-609
-12% -$28.6K 0.12% 93
2019
Q2 		$238K Buy
+5,263
New +$245K 0.14% 98

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

Delta Investment Management's BMY Position: Q1 2026 in Review

Delta Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 6% in Q1 2026, selling an estimated $14.9K and leaving 3,988 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #235.

Delta Investment Management first reported a position in BMY in Q2 2019 and has held it in 25 quarters since. The position peaked at $362K in Q4 2019. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Delta Investment Management held 3,988 shares of Bristol-Myers Squibb worth $242K as of Q1 2026.
  • Delta Investment Management sold 256 Bristol-Myers Squibb shares in Q1 2026, an estimated $14.9K.
  • Bristol-Myers Squibb made up 0.04% of Delta Investment Management's portfolio in Q1 2026, its #235 holding.
  • Delta Investment Management first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 25 quarters since.
  • Delta Investment Management's Bristol-Myers Squibb position peaked at $362K in Q4 2019.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.