Essex Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Essex Financial Services’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	$3.21M	Sell	52,970 -1,682	-3%	-$98.1K	0.18%	122
2025 Q4	$2.95M	Buy	54,652 +4,248	+8%	+$204K	0.17%	124
2025 Q3	$2.27M	Sell	50,404 -1,894	-4%	-$88.5K	0.14%	147
2025 Q2	$2.42M	Sell	52,298 -1,078	-2%	-$52.9K	0.16%	137
2025 Q1	$3.26M	Buy	53,376 +2,991	+6%	+$174K	0.23%	92
2024 Q4	$2.85M	Sell	50,385 -1,689	-3%	-$94.4K	0.2%	108
2024 Q3	$2.75M	Sell	52,074 -9,137	-15%	-$429K	0.2%	102
2024 Q2	$2.87M	Buy	61,211 +29,599	+94%	+$1.32M	0.21%	98
2024 Q1	$1.71M	Sell	31,612 -2,082	-6%	-$106K	0.16%	133
2023 Q4	$1.73M	Sell	33,694 -5,036	-13%	-$264K	0.18%	121
2023 Q3	$2.25M	Sell	38,730 -1,563	-4%	-$95.8K	0.26%	84
2023 Q2	$2.58M	Sell	40,293 -3,452	-8%	-$231K	0.29%	73
2023 Q1	$3.03M	Buy	43,745 +740	+2%	+$52.2K	0.32%	78
2022 Q4	$3.09M	Buy	43,005 +1,907	+5%	+$144K	0.33%	76
2022 Q3	$2.92M	Buy	41,098 +51	+0.1%	+$3.7K	0.35%	69
2022 Q2	$3.16M	Buy	41,047 +2,074	+5%	+$158K	0.35%	71
2022 Q1	$2.85M	Buy	38,973 +2,167	+6%	+$146K	0.27%	91
2021 Q4	$2.29M	Sell	36,806 -2,150	-6%	-$126K	0.23%	92
2021 Q3	$2.31M	Buy	38,956 +4,634	+14%	+$305K	0.26%	92
2021 Q2	$2.17M	Hold	34,322	–	–	0.31%	74
2021 Q1	$2.17M	Sell	34,322 -476	-1%	-$29.6K	0.39%	65
2020 Q4	$2.16M	Buy	34,798 +797	+2%	+$49K	0.43%	61
2020 Q3	$2.05M	Buy	34,001 +4,458	+15%	+$268K	0.5%	51
2020 Q2	$1.74M	Sell	29,543 -5,881	-17%	-$352K	0.54%	49
2020 Q1	$1.98M	Sell	35,424 -5,342	-13%	-$327K	0.7%	38
2019 Q4	$2.62M	Buy	40,766 +15,127	+59%	+$866K	0.72%	38
2019 Q3	$1.3M	Sell	25,639 -4,379	-15%	-$206K	0.42%	67
2019 Q2	$1.36M	Sell	30,018 -2,479	-8%	-$115K	0.4%	67
2019 Q1	$1.55M	Sell	32,497 -626	-2%	-$31.2K	0.47%	57
2018 Q4	$1.72M	Sell	33,123 -6,463	-16%	-$347K	0.53%	53
2018 Q3	$2.46M	Sell	39,586 -14,201	-26%	-$843K	0.54%	50
2018 Q2	$2.98M	Sell	53,787 -13,392	-20%	-$723K	0.72%	39
2018 Q1	$4.25M	Sell	67,179 -11,641	-15%	-$749K	0.83%	30
2017 Q4	$4.83M	Sell	78,820 -2,134	-3%	-$133K	1.15%	23
2017 Q3	$5.16M	Buy	80,954 +615	+0.8%	+$35.9K	1.27%	20
2017 Q2	$4.48M	Buy	80,339 +21,118	+36%	+$1.15M	0.94%	26
2017 Q1	$3.22M	Sell	59,221 -13,081	-18%	-$717K	0.74%	35
2016 Q4	$4.22M	Buy	72,302 +19,529	+37%	+$1.07M	0.91%	27
2016 Q3	$2.84M	Buy	52,773 +13,561	+35%	+$871K	0.68%	41
2016 Q2	$2.88M	Buy	39,212 +4,979	+15%	+$352K	0.7%	37
2016 Q1	$2.19M	Sell	34,233 -970	-3%	-$61.2K	0.54%	46
2015 Q4	$2.42M	Buy	35,203 +1,175	+3%	+$77.6K	0.58%	47
2015 Q3	$2.01M	Buy	34,028 +621	+2%	+$39.4K	0.52%	49
2015 Q2	$2.22M	Sell	33,407 -1,306	-4%	-$86.1K	0.57%	47
2015 Q1	$2.24M	Sell	34,713 -602	-2%	-$37.7K	0.58%	48
2014 Q4	$2.08M	Buy	35,315 +2,399	+7%	+$135K	0.54%	46
2014 Q3	$1.69M	Sell	32,916 -2,467	-7%	-$123K	0.5%	50
2014 Q2	$1.72M	Buy	35,383 +1,791	+5%	+$88.3K	0.51%	48
2014 Q1	$1.75M	Sell	33,592 -410	-1%	-$21.8K	0.57%	39
2013 Q4	$1.81M	Buy	34,002 +6,946	+26%	+$354K	0.61%	38
2013 Q3	$1.25K	Buy	27,056 +94	+0.3%	+$4.13K	0.39%	48
2013 Q2	$1.21M	Buy	+26,962	New	+$1.17M	0.42%	51

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

Essex Financial Services's BMY Position: Q1 2026 in Review

Essex Financial Services reduced its Bristol-Myers Squibb (BMY) stake by 3.1% in Q1 2026, selling an estimated $98.1K and leaving 52,970 shares worth $3.21M. The position accounts for 0.18% of the portfolio, ranked #122.

Essex Financial Services first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.16M in Q3 2017. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Essex Financial Services held 52,970 shares of Bristol-Myers Squibb worth $3.21M as of Q1 2026.
Essex Financial Services sold 1,682 Bristol-Myers Squibb shares in Q1 2026, an estimated $98.1K.
Bristol-Myers Squibb made up 0.18% of Essex Financial Services's portfolio in Q1 2026, its #122 holding.
Essex Financial Services first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Essex Financial Services's Bristol-Myers Squibb position peaked at $5.16M in Q3 2017.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.