FM
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Foster & Motley’s Bristol-Myers Squibb BMY Stock Holding History

Foster & Motley’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 		$2.9M Buy
47,739
+8,096
+20% +$472K 0.15% 143
2025
Q4 		$2.14M Sell
39,643
-12,772
-24% -$614K 0.11% 157
2025
Q3 		$2.36M Buy
52,415
+922
+2% +$43.1K 0.13% 153
2025
Q2 		$2.38M Buy
51,493
+13,268
+35% +$651K 0.14% 150
2025
Q1 		$2.33M Buy
38,225
+5,383
+16% +$314K 0.15% 143
2024
Q4 		$1.86M Buy
32,842
+6,684
+26% +$373K 0.12% 158
2024
Q3 		$1.35M Sell
26,158
-3,350
-11% -$157K 0.09% 191
2024
Q2 		$1.23M Sell
29,508
-831
-3% -$37.2K 0.08% 190
2024
Q1 		$1.65M Sell
30,339
-3,773
-11% -$192K 0.11% 166
2023
Q4 		$1.75M Sell
34,112
-9,981
-23% -$524K 0.13% 152
2023
Q3 		$2.56M Sell
44,093
-4,360
-9% -$267K 0.21% 130
2023
Q2 		$3.1M Buy
48,453
+4,026
+9% +$270K 0.24% 116
2023
Q1 		$3.08M Buy
44,427
+13,241
+42% +$934K 0.25% 107
2022
Q4 		$2.24M Buy
31,186
+3,299
+12% +$249K 0.19% 140
2022
Q3 		$1.98M Buy
27,887
+3,586
+15% +$260K 0.19% 137
2022
Q2 		$1.87M Buy
24,301
+6,527
+37% +$497K 0.16% 140
2022
Q1 		$1.3M Buy
17,774
+464
+3% +$31.2K 0.1% 172
2021
Q4 		$1.08M Sell
17,310
-6,381
-27% -$374K 0.08% 181
2021
Q3 		$1.4M Buy
23,691
+3,107
+15% +$205K 0.12% 154
2021
Q2 		$1.38M Buy
20,584
+7,414
+56% +$483K 0.12% 161
2021
Q1 		$831K Buy
13,170
+3,835
+41% +$239K 0.07% 188
2020
Q4 		$579K Buy
9,335
+220
+2% +$13.5K 0.06% 201
2020
Q3 		$550K Sell
9,115
-388
-4% -$23.4K 0.06% 187
2020
Q2 		$559K Sell
9,503
-1,789
-16% -$107K 0.07% 181
2020
Q1 		$629K Buy
11,292
+3,310
+41% +$202K 0.09% 160
2019
Q4 		$512K Buy
7,982
+3,177
+66% +$182K 0.06% 192
2019
Q3 		$244K Buy
+4,805
New +$226K 0.03% 231

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

Foster & Motley's BMY Position: Q1 2026 in Review

Foster & Motley increased its Bristol-Myers Squibb (BMY) stake by 20% in Q1 2026, buying an estimated $472K and bringing the position to 47,739 shares worth $2.9M. The position accounts for 0.15% of the portfolio, ranked #143.

Foster & Motley first reported a position in BMY in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.1M in Q2 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Foster & Motley held 47,739 shares of Bristol-Myers Squibb worth $2.9M as of Q1 2026.
  • Foster & Motley bought 8,096 Bristol-Myers Squibb shares in Q1 2026, an estimated $472K.
  • Bristol-Myers Squibb made up 0.15% of Foster & Motley's portfolio in Q1 2026, its #143 holding.
  • Foster & Motley first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 27 quarters since.
  • Foster & Motley's Bristol-Myers Squibb position peaked at $3.1M in Q2 2023.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.