Family Management’s Bristol-Myers Squibb BMY Stock Holding History

Family 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	$1.27M	Sell	20,881 -40,598	-66%	-$2.37M	0.15%	105
2025 Q4	$3.32M	Sell	61,479 -3,712	-6%	-$179K	0.42%	63
2025 Q3	$2.94M	Sell	65,191 -409	-0.6%	-$19.1K	0.41%	66
2025 Q2	$3.04M	Buy	65,600 +2,900	+5%	+$142K	0.46%	60
2025 Q1	$3.82M	Buy	62,700 +2,870	+5%	+$167K	0.63%	40
2024 Q4	$3.29M	Buy	+59,830	New	+$3.34M	0.53%	46
2022 Q2	–	Sell	-51,973	Closed	-$3.8M	–	180
2022 Q1	$3.8M	Sell	51,973 -3,481	-6%	-$234K	1.05%	31
2021 Q4	$3.46M	Buy	55,454 +895	+2%	+$52.5K	0.9%	38
2021 Q3	$3.23M	Sell	54,559 -585	-1%	-$38.5K	0.89%	40
2021 Q2	$3.69M	Buy	55,144 +5,531	+11%	+$361K	0.98%	31
2021 Q1	$3.13M	Buy	49,613 +1,382	+3%	+$86K	0.98%	33
2020 Q4	$2.99M	Buy	+48,231	New	+$2.97M	1.03%	37
2020 Q3	–	Sell	-10,442	Closed	-$614K	–	129
2020 Q2	$614K	Sell	10,442 -468	-4%	-$28K	0.25%	77
2020 Q1	$608K	Sell	10,910 -5,000	-31%	-$306K	0.3%	67
2019 Q4	$1.02M	Sell	15,910 -1,236	-7%	-$70.8K	0.35%	64
2019 Q3	$869K	Buy	17,146 +600	+4%	+$28.2K	0.32%	61
2019 Q2	$750K	Sell	16,546 -850	-5%	-$39.6K	0.3%	67
2019 Q1	$830K	Sell	17,396 -1,600	-8%	-$79.7K	0.36%	60
2018 Q4	$987K	Hold	18,996	–	–	0.41%	59
2018 Q3	$1.18M	Sell	18,996 -809	-4%	-$48K	0.69%	35
2018 Q2	$1.1M	Buy	19,805 +1,600	+9%	+$86.4K	0.68%	36
2018 Q1	$1.15M	Sell	18,205 -750	-4%	-$48.2K	0.87%	31
2017 Q4	$1.16M	Sell	18,955 -350	-2%	-$21.9K	0.81%	32
2017 Q3	$1.23M	Sell	19,305 -1,850	-9%	-$108K	0.84%	30
2017 Q2	$1.18M	Buy	21,155 +10,700	+102%	+$582K	0.81%	29
2017 Q1	$569K	Hold	10,455	–	–	0.39%	35
2016 Q4	$611K	Sell	10,455 -67,569	-87%	-$3.69M	0.42%	38
2016 Q3	$4.21M	Sell	78,024 -18,371	-19%	-$1.18M	2.38%	19
2016 Q2	$7.09M	Sell	96,395 -4,075	-4%	-$288K	4.01%	5
2016 Q1	$6.42M	Sell	100,470 -4,762	-5%	-$300K	4.16%	7
2015 Q4	$7.24M	Sell	105,232 -14,125	-12%	-$933K	3.74%	5
2015 Q3	$7.07M	Sell	119,357 -400	-0.3%	-$25.4K	3.12%	7
2015 Q2	$7.97M	Buy	119,757 +10,531	+10%	+$694K	3.29%	4
2015 Q1	$7.04M	Sell	109,226 -5,375	-5%	-$336K	3.25%	4
2014 Q4	$6.76M	Buy	114,601 +13,385	+13%	+$755K	3.07%	6
2014 Q3	$5.18M	Buy	101,216 +92,221	+1,025%	+$4.61M	2.36%	17
2014 Q2	$436K	Hold	8,995	–	–	0.21%	55
2014 Q1	$467K	Hold	8,995	–	–	0.24%	50
2013 Q4	$478K	Sell	8,995 -80,000	-90%	-$4.08M	0.27%	48
2013 Q3	$4.12M	Sell	88,995 -15,875	-15%	-$697K	2.66%	17
2013 Q2	$4.69M	Buy	+104,870	New	+$4.55M	2.85%	15