EI
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Ethic Inc’s Bristol-Myers Squibb BMY Stock Holding History

Ethic Inc’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 		$14M Buy
231,638
+19,336
+9% +$1.13M 0.22% 86
2025
Q4 		$11.5M Buy
212,302
+8,347
+4% +$402K 0.18% 113
2025
Q3 		$9.2M Buy
203,955
+102,199
+100% +$4.77M 0.15% 139
2025
Q2 		$4.72M Sell
101,756
-12,281
-11% -$603K 0.08% 249
2025
Q1 		$6.79M Sell
114,037
-60,387
-35% -$3.52M 0.14% 165
2024
Q4 		$9.87M Buy
174,424
+6,044
+4% +$338K 0.2% 96
2024
Q3 		$9.13M Buy
168,380
+24,235
+17% +$1.14M 0.23% 87
2024
Q2 		$5.99M Sell
144,145
-24,235
-14% -$1.08M 0.14% 155
2024
Q1 		$9.13M Sell
168,380
-16,479
-9% -$839K 0.23% 87
2023
Q4 		$9.49M Buy
184,859
+9,174
+5% +$482K 0.28% 70
2023
Q3 		$10.2M Buy
175,685
+38,792
+28% +$2.38M 0.36% 46
2023
Q2 		$8.75M Buy
136,893
+15,369
+13% +$1.03M 0.32% 58
2023
Q1 		$8.42M Buy
121,524
+25,385
+26% +$1.79M 0.34% 55
2022
Q4 		$6.92M Buy
96,139
+13,788
+17% +$1.04M 0.37% 46
2022
Q3 		$5.85M Buy
82,351
+6,857
+9% +$497K 0.4% 43
2022
Q2 		$5.81M Buy
75,494
+21,758
+40% +$1.66M 0.41% 46
2022
Q1 		$3.92M Buy
53,736
+11,449
+27% +$769K 0.27% 88
2021
Q4 		$2.64M Buy
42,287
+17,038
+67% +$999K 0.2% 121
2021
Q3 		$1.49M Buy
25,249
+5,744
+29% +$378K 0.15% 173
2021
Q2 		$1.3M Buy
19,505
+3,638
+23% +$237K 0.16% 161
2021
Q1 		$1M Sell
15,867
-8,540
-35% -$531K 0.18% 155
2020
Q4 		$1.51M Buy
24,407
+7,214
+42% +$444K 0.4% 54
2020
Q3 		$1.04M Sell
17,193
-4,720
-22% -$284K 0.4% 52
2020
Q2 		$1.29M Buy
21,913
+5,885
+37% +$352K 0.73% 30
2020
Q1 		$893K Buy
16,028
+335
+2% +$20.5K 0.75% 29
2019
Q4 		$1.01M Buy
+15,693
New +$899K 0.74% 24

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

Ethic Inc's BMY Position: Q1 2026 in Review

Ethic Inc increased its Bristol-Myers Squibb (BMY) stake by 9.1% in Q1 2026, buying an estimated $1.13M and bringing the position to 231,638 shares worth $14M. The position accounts for 0.22% of the portfolio, ranked #86.

Ethic Inc 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.

  • Ethic Inc held 231,638 shares of Bristol-Myers Squibb worth $14M as of Q1 2026.
  • Ethic Inc bought 19,336 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.13M.
  • Bristol-Myers Squibb made up 0.22% of Ethic Inc's portfolio in Q1 2026, its #86 holding.
  • Ethic Inc 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 Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.