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Empirical Finance’s Bristol-Myers Squibb BMY Stock Holding History

Empirical Finance’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 		$4.27M Sell
70,485
-150
-0.2% -$8.74K 0.2% 100
2025
Q4 		$3.81M Sell
70,635
-3,120
-4% -$150K 0.18% 107
2025
Q3 		$3.33M Buy
73,755
+703
+1% +$32.8K 0.16% 127
2025
Q2 		$3.38M Buy
73,052
+440
+0.6% +$21.6K 0.18% 116
2025
Q1 		$4.43M Buy
72,612
+1,009
+1% +$58.8K 0.27% 82
2024
Q4 		$4.05M Sell
71,603
-1,073
-1% -$60K 0.23% 82
2024
Q3 		$3.76M Buy
72,676
+1,366
+2% +$64.1K 0.22% 92
2024
Q2 		$2.96M Sell
71,310
-5,932
-8% -$265K 0.19% 104
2024
Q1 		$4.19M Buy
77,242
+2,429
+3% +$124K 0.26% 84
2023
Q4 		$3.84M Buy
74,813
+94
+0.1% +$4.93K 0.27% 81
2023
Q3 		$4.34M Buy
74,719
+6,375
+9% +$391K 0.32% 62
2023
Q2 		$4.37M Buy
68,344
+7,615
+13% +$511K 0.34% 61
2023
Q1 		$4.21M Buy
60,729
+2,994
+5% +$211K 0.39% 53
2022
Q4 		$4.15M Buy
57,735
+4,392
+8% +$331K 0.43% 48
2022
Q3 		$3.79M Buy
53,343
+8,207
+18% +$595K 0.45% 45
2022
Q2 		$3.48M Buy
45,136
+2,340
+5% +$178K 0.44% 45
2022
Q1 		$3.13M Buy
42,796
+4,644
+12% +$312K 0.35% 58
2021
Q4 		$2.38M Buy
38,152
+10,041
+36% +$589K 0.28% 67
2021
Q3 		$1.66M Buy
28,111
+1,560
+6% +$103K 0.25% 76
2021
Q2 		$1.77M Buy
26,551
+3,670
+16% +$239K 0.29% 66
2021
Q1 		$1.42M Hold
22,881
– – 0.25% 104
2020
Q4 		$1.42M Buy
22,881
+4,025
+21% +$247K 0.25% 104
2020
Q3 		$1.14M Buy
18,856
+4,398
+30% +$265K 0.24% 107
2020
Q2 		$850K Buy
14,458
+1,984
+16% +$119K 0.22% 113
2020
Q1 		$695K Buy
12,474
+4,939
+66% +$302K 0.22% 106
2019
Q4 		$484K Buy
+7,535
New +$432K 0.12% 140
2017
Q1 		– Sell
-727
Closed -$43K – 152
2016
Q4 		$43K Buy
+727
New +$39.7K 0.03% 115

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

Empirical Finance's BMY Position: Q1 2026 in Review

Empirical Finance reduced its Bristol-Myers Squibb (BMY) stake by 0.21% in Q1 2026, selling an estimated $8.74K and leaving 70,485 shares worth $4.27M. The position accounts for 0.2% of the portfolio, ranked #100.

Empirical Finance first reported a position in BMY in Q4 2016 and has held it in 27 quarters since. The position peaked at $4.43M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Empirical Finance held 70,485 shares of Bristol-Myers Squibb worth $4.27M as of Q1 2026.
  • Empirical Finance sold 150 Bristol-Myers Squibb shares in Q1 2026, an estimated $8.74K.
  • Bristol-Myers Squibb made up 0.2% of Empirical Finance's portfolio in Q1 2026, its #100 holding.
  • Empirical Finance first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 27 quarters since.
  • Empirical Finance's Bristol-Myers Squibb position peaked at $4.43M in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.