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Fidelis Capital Partners’s Bristol-Myers Squibb BMY Stock Holding History

Fidelis Capital Partners’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 		$1.65M Buy
27,137
+4,292
+19% +$250K 0.12% 151
2025
Q4 		$1.23M Buy
22,845
+2,420
+12% +$116K 0.09% 178
2025
Q3 		$921K Sell
20,425
-1,353
-6% -$63.2K 0.07% 212
2025
Q2 		$976K Sell
21,778
-1,215
-5% -$59.6K 0.09% 176
2025
Q1 		$1.1M Buy
22,993
+10,099
+78% +$589K 0.12% 144
2024
Q4 		$773K Buy
12,894
+813
+7% +$45.4K 0.08% 193
2024
Q3 		$641K Sell
12,081
-987
-8% -$46.3K 0.08% 207
2024
Q2 		$608K Buy
13,068
+6,007
+85% +$269K 0.09% 190
2024
Q1 		$383K Buy
7,061
+239
+4% +$12.2K 0.06% 246
2023
Q4 		$350K Buy
6,822
+2,491
+58% +$131K 0.08% 221
2023
Q3 		$251K Sell
4,331
-2,014
-32% -$123K 0.09% 223
2023
Q2 		$406K Buy
6,345
+319
+5% +$21.4K 0.15% 155
2023
Q1 		$411K Buy
+6,026
New +$425K 0.17% 141

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

Fidelis Capital Partners's BMY Position: Q1 2026 in Review

Fidelis Capital Partners increased its Bristol-Myers Squibb (BMY) stake by 19% in Q1 2026, buying an estimated $250K and bringing the position to 27,137 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #151.

Fidelis Capital Partners first reported a position in BMY in Q1 2023 and has held it in 13 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Fidelis Capital Partners held 27,137 shares of Bristol-Myers Squibb worth $1.65M as of Q1 2026.
  • Fidelis Capital Partners bought 4,292 Bristol-Myers Squibb shares in Q1 2026, an estimated $250K.
  • Bristol-Myers Squibb made up 0.12% of Fidelis Capital Partners's portfolio in Q1 2026, its #151 holding.
  • Fidelis Capital Partners first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 13 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.