FORA Capital’s Bristol-Myers Squibb BMY Stock Holding History

FORA Capital’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	–	Sell	-25,659	Closed	-$1.38M	–	442
2025 Q4	$1.38M	Sell	25,659 -1,867	-7%	-$89.8K	0.17%	155
2025 Q3	$1.24M	Buy	+27,526	New	+$1.29M	0.22%	119
2024 Q1	–	Sell	-158,843	Closed	-$8.15M	–	417
2023 Q4	$8.15M	Buy	158,843 +122,679	+339%	+$6.44M	0.7%	37
2023 Q3	$2.1M	Sell	36,164 -44,418	-55%	-$2.72M	0.18%	151
2023 Q2	$5.15M	Sell	80,582 -32,199	-29%	-$2.16M	0.73%	36
2023 Q1	$7.82M	Buy	112,781 +103,336	+1,094%	+$7.29M	0.78%	28
2022 Q4	$680K	Buy	+9,445	New	+$712K	0.11%	223
2022 Q3	–	Sell	-48,886	Closed	-$3.76M	–	421
2022 Q2	$3.76M	Buy	+48,886	New	+$3.72M	0.75%	25
2021 Q4	–	Sell	-14,034	Closed	-$830K	–	319
2021 Q3	$830K	Sell	14,034 -35,467	-72%	-$2.34M	0.21%	139
2021 Q2	$3.31M	Buy	49,501 +37,569	+315%	+$2.45M	0.62%	30
2021 Q1	$753K	Buy	+11,932	New	+$742K	0.25%	96
2020 Q2	–	Sell	-41,408	Closed	-$2.31M	–	913
2020 Q1	$2.31M	Buy	+41,408	New	+$2.53M	0.5%	34

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

FORA Capital's BMY Position: Q1 2026 in Review

FORA Capital sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 25,659 shares — an estimated $1.38M sold.

FORA Capital first reported a position in BMY in Q1 2020 and held it in 12 quarters. The position peaked at $8.15M in Q4 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

FORA Capital reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 25,659 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.38M.
FORA Capital first reported a position in Bristol-Myers Squibb in Q1 2020 and held it in 12 quarters.
FORA Capital's Bristol-Myers Squibb position peaked at $8.15M in Q4 2023.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.