First Nebraska Trust’s Bristol-Myers Squibb BMY Stock Holding History

First Nebraska Trust’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	$662K	Sell	10,907 -200	-2%	-$11.7K	0.06%	124
2025 Q4	$599K	Sell	11,107 -33	-0.3%	-$1.59K	0.05%	124
2025 Q3	$502K	Hold	11,140	–	–	0.05%	134
2025 Q2	$516K	Hold	11,140	–	–	0.05%	124
2025 Q1	$679K	Buy	11,140 +150	+1%	+$8.74K	0.07%	113
2024 Q4	$622K	Hold	10,990	–	–	0.06%	119
2024 Q3	$569K	Sell	10,990 -278	-2%	-$13K	0.06%	120
2024 Q2	$468K	Hold	11,268	–	–	0.05%	127
2024 Q1	$611K	Hold	11,268	–	–	0.06%	112
2023 Q4	$578K	Hold	11,268	–	–	0.07%	110
2023 Q3	$654K	Buy	11,268 +51	+0.5%	+$3.13K	0.08%	102
2023 Q2	$717K	Buy	11,217 +200	+2%	+$13.4K	0.09%	99
2023 Q1	$764K	Hold	11,017	–	–	0.1%	91
2022 Q4	$793K	Hold	11,017	–	–	0.1%	92
2022 Q3	$783K	Buy	11,017 +233	+2%	+$16.9K	0.11%	88
2022 Q2	$830K	Hold	10,784	–	–	0.11%	88
2022 Q1	$788K	Hold	10,784	–	–	0.09%	95
2021 Q4	$672K	Sell	10,784 -81	-0.7%	-$4.75K	0.08%	102
2021 Q3	$643K	Buy	10,865 +300	+3%	+$19.8K	0.08%	99
2021 Q2	$706K	Hold	10,565	–	–	0.09%	95
2021 Q1	$667K	Buy	10,565 +189	+2%	+$11.8K	0.09%	98
2020 Q4	$644K	Buy	10,376 +1,000	+11%	+$61.5K	0.09%	95
2020 Q3	$565K	Sell	9,376 -8,025	-46%	-$483K	0.1%	94
2020 Q2	$1.02M	Sell	17,401 -3,078	-15%	-$184K	0.19%	72
2020 Q1	$1.14M	Hold	20,479	–	–	0.25%	61
2019 Q4	$1.31M	Buy	20,479 +485	+2%	+$27.8K	0.21%	62
2019 Q3	$1.01M	Sell	19,994 -384	-2%	-$18K	0.17%	68
2019 Q2	$924K	Sell	20,378 -50	-0.2%	-$2.33K	0.16%	69
2019 Q1	$975K	Buy	20,428 +90	+0.4%	+$4.48K	0.18%	70
2018 Q4	$1.06M	Hold	20,338	–	–	0.21%	62
2018 Q3	$1.26M	Hold	20,338	–	–	0.21%	67
2018 Q2	$1.13M	Hold	20,338	–	–	0.24%	68
2018 Q1	$1.29M	Buy	20,338 +4,700	+30%	+$302K	0.26%	64
2017 Q4	$958K	Hold	15,638	–	–	0.2%	65
2017 Q3	$997K	Sell	15,638 -800	-5%	-$46.7K	0.22%	62
2017 Q2	$916K	Buy	16,438 +500	+3%	+$27.2K	0.21%	62
2017 Q1	$867K	Hold	15,938	–	–	0.19%	62
2016 Q4	$931K	Sell	15,938 -71	-0.4%	-$3.88K	0.22%	60
2016 Q3	$863K	Sell	16,009 -265	-2%	-$17K	0.22%	58
2016 Q2	$1.2M	Hold	16,274	–	–	0.31%	49
2016 Q1	$1.04M	Sell	16,274 -100	-0.6%	-$6.31K	0.29%	52
2015 Q4	$1.13M	Sell	16,374 -415	-2%	-$27.4K	0.34%	47
2015 Q3	$994K	Hold	16,789	–	–	0.32%	50
2015 Q2	$1.12M	Sell	16,789 -500	-3%	-$33K	0.34%	51
2015 Q1	$1.12M	Hold	17,289	–	–	0.33%	53
2014 Q4	$1.02M	Hold	17,289	–	–	0.3%	56
2014 Q3	$885K	Hold	17,289	–	–	0.25%	57
2014 Q2	$839K	Hold	17,289	–	–	0.24%	57
2014 Q1	$898K	Sell	17,289 -210	-1%	-$11.2K	0.28%	55
2013 Q4	$930K	Hold	17,499	–	–	0.29%	56
2013 Q3	$810K	Buy	+17,499	New	+$768K	0.28%	56

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

First Nebraska Trust's BMY Position: Q1 2026 in Review

First Nebraska Trust reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q1 2026, selling an estimated $11.7K and leaving 10,907 shares worth $662K. The position accounts for 0.06% of the portfolio, ranked #124.

First Nebraska Trust first reported a position in BMY in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.31M in Q4 2019. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

First Nebraska Trust held 10,907 shares of Bristol-Myers Squibb worth $662K as of Q1 2026.
First Nebraska Trust sold 200 Bristol-Myers Squibb shares in Q1 2026, an estimated $11.7K.
Bristol-Myers Squibb made up 0.06% of First Nebraska Trust's portfolio in Q1 2026, its #124 holding.
First Nebraska Trust first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 51 quarters since.
First Nebraska Trust's Bristol-Myers Squibb position peaked at $1.31M in Q4 2019.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.