Essex Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.9K | Hold |
1,120
| – | – | 0.01% | 244 |
|
|
2025
Q4 | $60.4K | Hold |
1,120
| – | – | 0.01% | 247 |
|
|
2025
Q3 | $50.5K | Hold |
1,120
| – | – | 0.01% | 248 |
|
|
2025
Q2 | $51.8K | Hold |
1,120
| – | – | 0.01% | 243 |
|
|
2025
Q1 | $68.3K | Hold |
1,120
| – | – | 0.01% | 232 |
|
|
2024
Q4 | $63.3K | Hold |
1,120
| – | – | 0.01% | 238 |
|
|
2024
Q3 | $57.9K | Hold |
1,120
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $46.5K | Hold |
1,120
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $60.7K | Hold |
1,120
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $57.5K | Hold |
1,120
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $65K | Sell |
1,120
-11,943
| -91% | -$732K | 0.01% | 305 |
|
|
2023
Q2 | $835K | Hold |
13,063
| – | – | 0.12% | 226 |
|
|
2023
Q1 | $905K | Buy |
+13,063
| New | +$921K | 0.13% | 207 |
|
|
2018
Q4 | – | Sell |
-9,981
| Closed | -$620K | – | 486 |
|
|
2018
Q3 | $620K | Buy |
+9,981
| New | +$592K | 0.07% | 278 |
|
|
2018
Q2 | – | Sell |
-11,952
| Closed | -$756K | – | 400 |
|
|
2018
Q1 | $756K | Sell |
11,952
-933
| -7% | -$60K | 0.1% | 242 |
|
|
2017
Q4 | $790K | Buy |
12,885
+5,301
| +70% | +$332K | 0.1% | 235 |
|
|
2017
Q3 | $483K | Sell |
7,584
-16,092
| -68% | -$940K | 0.07% | 267 |
|
|
2017
Q2 | $1.32M | Buy |
23,676
+4,029
| +21% | +$219K | 0.19% | 173 |
|
|
2017
Q1 | $1.07M | Sell |
19,647
-4,374
| -18% | -$240K | 0.17% | 176 |
|
|
2016
Q4 | $1.4M | Buy |
24,021
+14,584
| +155% | +$797K | 0.23% | 117 |
|
|
2016
Q3 | $509K | Sell |
9,437
-216,392
| -96% | -$13.9M | 0.08% | 252 |
|
|
2016
Q2 | $16.6M | Buy |
225,829
+574
| +0.3% | +$40.6K | 2.76% | 3 |
|
|
2016
Q1 | $14.4M | Sell |
225,255
-9,144
| -4% | -$577K | 2.47% | 3 |
|
|
2015
Q4 | $16.1M | Buy |
234,399
+7,276
| +3% | +$481K | 2.52% | 4 |
|
|
2015
Q3 | $13.4M | Sell |
227,123
-3,086
| -1% | -$196K | 2.21% | 8 |
|
|
2015
Q2 | $15.3M | Sell |
230,209
-1,109
| -0.5% | -$73.1K | 2.31% | 3 |
|
|
2015
Q1 | $14.9M | Buy |
231,318
+17,633
| +8% | +$1.1M | 2.09% | 4 |
|
|
2014
Q4 | $12.6M | Buy |
213,685
+41,735
| +24% | +$2.35M | 1.84% | 8 |
|
|
2014
Q3 | $8.8M | Buy |
171,950
+100,712
| +141% | +$5.03M | 1.35% | 14 |
|
|
2014
Q2 | $3.46M | Buy |
71,238
+52,781
| +286% | +$2.6M | 0.51% | 56 |
|
|
2014
Q1 | $959K | Buy |
18,457
+3,571
| +24% | +$190K | 0.14% | 200 |
|
|
2013
Q4 | $791K | Buy |
14,886
+690
| +5% | +$35.1K | 0.11% | 221 |
|
|
2013
Q3 | $657K | Buy |
14,196
+2,150
| +18% | +$94.4K | 0.1% | 218 |
|
|
2013
Q2 | $538K | Buy |
+12,046
| New | +$523K | 0.09% | 216 |
|
Other funds holding BMY
VCM
VPM
Essex Investment Management's BMY Position: Q1 2026 in Review
Essex Investment Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 1,120 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #244.
Essex Investment Management first reported a position in BMY in Q2 2013 and has held it in 34 quarters since. The position peaked at $16.6M in Q2 2016. 2,528 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Essex Investment Management held 1,120 shares of Bristol-Myers Squibb worth $67.9K as of Q1 2026.
- Essex Investment Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
- Bristol-Myers Squibb made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #244 holding.
- Essex Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 34 quarters since.
- Essex Investment Management's Bristol-Myers Squibb position peaked at $16.6M in Q2 2016.
- 2,528 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.