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Fort Sheridan Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Fort Sheridan Advisors’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 		$902K Buy
14,870
+2,706
+22% +$158K 0.11% 126
2025
Q4 		$656K Buy
12,164
+3,768
+45% +$181K 0.08% 142
2025
Q3 		$379K Sell
8,396
-1,238
-13% -$57.8K 0.05% 190
2025
Q2 		$446K Sell
9,634
-1,468
-13% -$72.1K 0.06% 172
2025
Q1 		$677K Buy
11,102
+4,226
+61% +$246K 0.1% 129
2024
Q4 		$389K Buy
6,876
+8
+0.1% +$447 0.06% 183
2024
Q3 		$355K Buy
6,868
+861
+14% +$40.4K 0.05% 185
2024
Q2 		$249K Buy
6,007
+1,630
+37% +$72.9K 0.04% 205
2024
Q1 		$237K Sell
4,377
-567
-11% -$28.9K 0.04% 177
2023
Q4 		$254K Buy
4,944
+69
+1% +$3.62K 0.05% 166
2023
Q3 		$283K Sell
4,875
-1,000
-17% -$61.3K 0.06% 151
2023
Q2 		$376K Sell
5,875
-200
-3% -$13.4K 0.09% 137
2023
Q1 		$421K Buy
6,075
+200
+3% +$14.1K 0.11% 124
2022
Q4 		$423K Sell
5,875
-116
-2% -$8.75K 0.14% 115
2022
Q3 		$426K Sell
5,991
-167
-3% -$12.1K 0.14% 112
2022
Q2 		$474K Buy
6,158
+1,043
+20% +$79.4K 0.15% 102
2022
Q1 		$374K Buy
5,115
+1
+0% +$67 0.11% 120
2021
Q4 		$319K Buy
5,114
+307
+6% +$18K 0.09% 143
2021
Q3 		$284K Sell
4,807
-33
-0.7% -$2.17K 0.09% 146
2021
Q2 		$323K Sell
4,840
-250
-5% -$16.3K 0.11% 130
2021
Q1 		$321K Buy
+5,090
New +$317K 0.13% 109

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

Fort Sheridan Advisors's BMY Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Bristol-Myers Squibb (BMY) stake by 22% in Q1 2026, buying an estimated $158K and bringing the position to 14,870 shares worth $902K. The position accounts for 0.11% of the portfolio, ranked #126.

Fort Sheridan Advisors first reported a position in BMY in Q1 2021 and has held it in 21 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Fort Sheridan Advisors held 14,870 shares of Bristol-Myers Squibb worth $902K as of Q1 2026.
  • Fort Sheridan Advisors bought 2,706 Bristol-Myers Squibb shares in Q1 2026, an estimated $158K.
  • Bristol-Myers Squibb made up 0.11% of Fort Sheridan Advisors's portfolio in Q1 2026, its #126 holding.
  • Fort Sheridan Advisors first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 21 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.