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

Everence 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	$2.53M	Hold	41,770	–	–	0.15%	120
2025 Q4	$2.25M	Hold	41,770	–	–	0.13%	128
2025 Q3	$1.88M	Hold	41,770	–	–	0.11%	151
2025 Q2	$1.93M	Sell	41,770 -16,590	-28%	-$814K	0.12%	141
2025 Q1	$3.56M	Hold	58,360	–	–	0.24%	81
2024 Q4	$3.3M	Sell	58,360 -17,420	-23%	-$973K	0.21%	78
2024 Q3	$3.92M	Hold	75,780	–	–	0.25%	72
2024 Q2	$3.33K	Sell	75,780 -7,570	-9%	-$339K	0.23%	81
2024 Q1	$4.52K	Hold	83,350	–	–	0.3%	60
2023 Q4	$4.28M	Buy	83,350 +14,424	+21%	+$757K	0.31%	60
2023 Q3	$4K	Buy	68,926 +5,870	+9%	+$360K	0.31%	56
2023 Q2	$4.06M	Hold	63,056	–	–	0.33%	47
2023 Q1	$4.37K	Sell	63,056 -5,460	-8%	-$385K	0.36%	46
2022 Q4	$4.93K	Sell	68,516 -739	-1%	-$55.7K	0.43%	40
2022 Q3	$4.92M	Hold	69,255	–	–	0.45%	37
2022 Q2	$5.33M	Hold	69,255	–	–	0.48%	38
2022 Q1	$5.06M	Buy	69,255 +4,930	+8%	+$331K	0.39%	49
2021 Q4	$4.01M	Buy	64,325 +7,070	+12%	+$415K	0.3%	61
2021 Q3	$3.39M	Hold	57,255	–	–	0.28%	65
2021 Q2	$3.83M	Hold	57,255	–	–	0.31%	58
2021 Q1	$3.62M	Hold	57,255	–	–	0.33%	52
2020 Q4	$3.55M	Sell	57,255 -1,210	-2%	-$74.4K	0.35%	47
2020 Q3	$3.52M	Buy	58,465 +6,610	+13%	+$398K	0.39%	46
2020 Q2	$3.1M	Hold	51,855	–	–	0.36%	48
2020 Q1	$2.89M	Hold	51,855	–	–	0.41%	44
2019 Q4	$3.33M	Buy	51,855 +11,457	+28%	+$656K	0.5%	37
2019 Q3	$2.05M	Hold	40,398	–	–	0.33%	69
2019 Q2	$1.83M	Hold	40,398	–	–	0.3%	73
2019 Q1	$1.93M	Buy	40,398 +3,470	+9%	+$173K	0.34%	69
2018 Q4	$1.92M	Hold	36,928	–	–	0.45%	54
2018 Q3	$2.29M	Hold	36,928	–	–	0.46%	53
2018 Q2	$2.04M	Hold	36,928	–	–	0.43%	59
2018 Q1	$2.34M	Hold	36,928	–	–	0.52%	45
2017 Q4	$2.26M	Sell	36,928 -916	-2%	-$57.3K	0.5%	45
2017 Q3	$2.41M	Buy	37,844 +3,170	+9%	+$185K	0.55%	43
2017 Q2	$1.93M	Hold	34,674	–	–	0.47%	49
2017 Q1	$1.89M	Hold	34,674	–	–	0.5%	48
2016 Q4	$2.03M	Sell	34,674 -3,453	-9%	-$189K	0.58%	41
2016 Q3	$2.06M	Hold	38,127	–	–	0.61%	42
2016 Q2	$2.8M	Hold	38,127	–	–	0.86%	25
2016 Q1	$2.44M	Buy	38,127 +3,480	+10%	+$219K	0.76%	31
2015 Q4	$2.38M	Sell	34,647 -2,460	-7%	-$163K	0.77%	32
2015 Q3	$2.2M	Buy	37,107 +2,170	+6%	+$138K	0.76%	34
2015 Q2	$2.33M	Buy	34,937 +2,580	+8%	+$170K	0.75%	35
2015 Q1	$1.97M	Hold	32,357	–	–	0.66%	39
2014 Q4	$1.91M	Sell	32,357 -2,840	-8%	-$160K	0.65%	37
2014 Q3	$1.78M	Hold	35,197	–	–	0.65%	38
2014 Q2	$1.71M	Hold	35,197	–	–	0.63%	41
2014 Q1	$1.83M	Hold	35,197	–	–	0.72%	34
2013 Q4	$1.87M	Sell	35,197 -5,510	-14%	-$281K	0.75%	34
2013 Q3	$1.88M	Hold	40,707	–	–	0.81%	33
2013 Q2	$1.82M	Buy	+40,707	New	+$1.77M	0.82%	32

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

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

Everence Capital Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 41,770 shares worth $2.53M. The position accounts for 0.15% of the portfolio, ranked #120.

Everence Capital Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.33M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Everence Capital Management held 41,770 shares of Bristol-Myers Squibb worth $2.53M as of Q1 2026.
Everence Capital Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.15% of Everence Capital Management's portfolio in Q1 2026, its #120 holding.
Everence Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Bristol-Myers Squibb position peaked at $5.33M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.