EH
BMY icon

Equitable Holdings’s Bristol-Myers Squibb BMY Stock Holding History

Equitable Holdings’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 		$7.27M Buy
132,433
+25,783
+24% +$1.5M 0.05% 335
2025
Q4 		$5.75M Buy
106,650
+1,435
+1% +$69K 0.04% 343
2025
Q3 		$4.75M Sell
105,215
-953
-0.9% -$44.5K 0.03% 365
2025
Q2 		$4.91M Buy
106,168
+12,755
+14% +$626K 0.04% 331
2025
Q1 		$5.7M Buy
93,413
+3,704
+4% +$216K 0.05% 272
2024
Q4 		$5.07M Sell
89,709
-3,974
-4% -$222K 0.05% 279
2024
Q3 		$4.85M Buy
93,683
+370
+0.4% +$17.4K 0.05% 286
2024
Q2 		$3.88M Buy
93,313
+1,809
+2% +$80.9K 0.04% 312
2024
Q1 		$4.96M Buy
91,504
+2,489
+3% +$127K 0.06% 242
2023
Q4 		$4.57M Buy
89,015
+8,390
+10% +$440K 0.06% 237
2023
Q3 		$4.68M Buy
80,625
+3,459
+4% +$212K 0.07% 209
2023
Q2 		$4.93M Buy
77,166
+1,823
+2% +$122K 0.07% 193
2023
Q1 		$5.22M Buy
75,343
+1,770
+2% +$125K 0.08% 171
2022
Q4 		$5.29M Sell
73,573
-1,098
-1% -$82.8K 0.09% 155
2022
Q3 		$5.31M Sell
74,671
-364
-0.5% -$26.4K 0.1% 145
2022
Q2 		$5.78M Sell
75,035
-139
-0.2% -$10.6K 0.11% 134
2022
Q1 		$5.49M Buy
75,174
+620
+0.8% +$41.6K 0.09% 144
2021
Q4 		$4.65M Sell
74,554
-3,844
-5% -$225K 0.07% 172
2021
Q3 		$4.64M Buy
78,398
+1,557
+2% +$103K 0.08% 156
2021
Q2 		$5.13M Sell
76,841
-7,591
-9% -$495K 0.09% 140
2021
Q1 		$5.33M Buy
84,432
+3,671
+5% +$228K 0.11% 133
2020
Q4 		$5.01M Buy
80,761
+402
+0.5% +$24.7K 0.11% 129
2020
Q3 		$4.84M Buy
80,359
+1,534
+2% +$92.3K 0.13% 113
2020
Q2 		$4.63M Buy
78,825
+7,779
+11% +$465K 0.13% 109
2020
Q1 		$3.96M Buy
71,046
+2,336
+3% +$143K 0.14% 101
2019
Q4 		$4.41M Buy
+68,710
New +$3.94M 0.13% 106

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

Equitable Holdings's BMY Position: Q1 2026 in Review

Equitable Holdings increased its Bristol-Myers Squibb (BMY) stake by 24% in Q1 2026, buying an estimated $1.5M and bringing the position to 132,433 shares worth $7.27M. The position accounts for 0.05% of the portfolio, ranked #335.

Equitable Holdings first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Equitable Holdings held 132,433 shares of Bristol-Myers Squibb worth $7.27M as of Q1 2026.
  • Equitable Holdings bought 25,783 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.5M.
  • Bristol-Myers Squibb made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #335 holding.
  • Equitable Holdings first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.