ECM
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Estabrook Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Estabrook Capital 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 		$580K Sell
9,563
-130
-1% -$7.58K 0.08% 91
2025
Q4 		$523K Sell
9,693
-314
-3% -$15.1K 0.08% 91
2025
Q3 		$451K Sell
10,007
-1,172
-10% -$54.7K 0.07% 96
2025
Q2 		$517K Sell
11,179
-216
-2% -$10.6K 0.08% 91
2025
Q1 		$695K Hold
11,395
– – 0.11% 84
2024
Q4 		$645K Sell
11,395
-400
-3% -$22.4K 0.1% 87
2024
Q3 		$610K Sell
11,795
-550
-4% -$25.8K 0.09% 95
2024
Q2 		$513K Sell
12,345
-50
-0.4% -$2.24K 0.08% 100
2024
Q1 		$672K Sell
12,395
-3,200
-21% -$163K 0.1% 89
2023
Q4 		$800K Sell
15,595
-52
-0.3% -$2.73K 0.13% 81
2023
Q3 		$908K Hold
15,647
– – 0.16% 79
2023
Q2 		$1M Sell
15,647
-400
-2% -$26.8K 0.17% 78
2023
Q1 		$1.11M Hold
16,047
– – 0.19% 74
2022
Q4 		$1.15M Sell
16,047
-285
-2% -$21.5K 0.2% 73
2022
Q3 		$1.16M Sell
16,332
-400
-2% -$29K 0.22% 72
2022
Q2 		$1.29M Sell
16,732
-90
-0.5% -$6.86K 0.22% 72
2022
Q1 		$1.23M Sell
16,822
-258
-2% -$17.3K 0.18% 74
2021
Q4 		$1.06M Hold
17,080
– – 0.15% 76
2021
Q3 		$1.01M Sell
17,080
-800
-4% -$52.7K 0.16% 77
2021
Q2 		$1.19M Sell
17,880
-150
-0.8% -$9.78K 0.18% 75
2021
Q1 		$1.14M Sell
18,030
-150
-0.8% -$9.33K 0.18% 75
2020
Q4 		$1.13M Hold
18,180
– – 0.19% 72
2020
Q3 		$1.1M Hold
18,180
– – 0.2% 70
2020
Q2 		$1.07M Sell
18,180
-1,700
-9% -$102K 0.2% 66
2020
Q1 		$1.11M Hold
19,880
– – 0.23% 65
2019
Q4 		$1.28M Buy
19,880
+300
+2% +$17.2K 0.19% 73
2019
Q3 		$993K Hold
19,580
– – 0.17% 74
2019
Q2 		$888K Hold
19,580
– – 0.15% 78
2019
Q1 		$934K Sell
19,580
-600
-3% -$29.9K 0.15% 75
2018
Q4 		$1.05M Sell
20,180
-4,770
-19% -$256K 0.19% 71
2018
Q3 		$1.55M Sell
24,950
-1,280
-5% -$76K 0.23% 69
2018
Q2 		$1.45M Buy
26,230
+2,800
+12% +$151K 0.23% 70
2018
Q1 		$1.48M Sell
23,430
-250
-1% -$16.1K 0.23% 69
2017
Q4 		$1.45M Hold
23,680
– – 0.22% 69
2017
Q3 		$1.51M Sell
23,680
-700
-3% -$40.9K 0.23% 69
2017
Q2 		$1.36M Hold
24,380
– – 0.22% 74
2017
Q1 		$1.33M Sell
24,380
-400
-2% -$21.9K 0.21% 72
2016
Q4 		$1.45M Sell
24,780
-3,150
-11% -$172K 0.23% 70
2016
Q3 		$1.51M Buy
27,930
+700
+3% +$45K 0.22% 69
2016
Q2 		$2M Buy
27,230
+400
+1% +$28.3K 0.3% 61
2016
Q1 		$1.71M Buy
26,830
+800
+3% +$50.5K 0.25% 65
2015
Q4 		$1.79M Sell
26,030
-2,700
-9% -$178K 0.26% 62
2015
Q3 		$1.7M Buy
28,730
+100
+0.3% +$6.34K 0.25% 63
2015
Q2 		$1.91M Buy
28,630
+2,850
+11% +$188K 0.24% 64
2015
Q1 		$1.66M Sell
25,780
-500
-2% -$31.3K 0.19% 69
2014
Q4 		$1.55M Sell
26,280
-1,267
-5% -$71.5K 0.17% 70
2014
Q3 		$1.41M Buy
27,547
+132
+0.5% +$6.59K 0.15% 77
2014
Q2 		$1.33M Sell
27,415
-1,387
-5% -$68.4K 0.14% 80
2014
Q1 		$1.5M Sell
28,802
-301
-1% -$16K 0.15% 81
2013
Q4 		$1.55M Sell
29,103
-100
-0.3% -$5.09K 0.16% 79
2013
Q3 		$1.35M Hold
29,203
– – 0.15% 83
2013
Q2 		$1.31M Buy
+29,203
New +$1.27M 0.14% 88

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

Estabrook Capital Management's BMY Position: Q1 2026 in Review

Estabrook Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 1.3% in Q1 2026, selling an estimated $7.58K and leaving 9,563 shares worth $580K. The position accounts for 0.08% of the portfolio, ranked #91.

Estabrook Capital Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2M in Q2 2016. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Estabrook Capital Management held 9,563 shares of Bristol-Myers Squibb worth $580K as of Q1 2026.
  • Estabrook Capital Management sold 130 Bristol-Myers Squibb shares in Q1 2026, an estimated $7.58K.
  • Bristol-Myers Squibb made up 0.08% of Estabrook Capital Management's portfolio in Q1 2026, its #91 holding.
  • Estabrook Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Estabrook Capital Management's Bristol-Myers Squibb position peaked at $2M in Q2 2016.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.