Foundation Resource Management’s Bristol-Myers Squibb BMY Stock Holding History

Foundation Resource Management’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	$10.1M	Buy	165,854 +10,014	+6%	+$584K	1.13%	34
2025 Q4	$8.41M	Buy	155,840 +1,805	+1%	+$86.8K	1.12%	29
2025 Q3	$6.95M	Buy	154,035 +1,021	+0.7%	+$47.7K	1%	33
2025 Q2	$7.08M	Buy	153,014 +79	+0.1%	+$3.88K	1.1%	33
2025 Q1	$9.33M	Sell	152,935 -3,584	-2%	-$209K	1.47%	24
2024 Q4	$8.85M	Sell	156,519 -773	-0.5%	-$43.2K	1.48%	24
2024 Q3	$8.14M	Buy	157,292 +93	+0.1%	+$4.36K	1.26%	29
2024 Q2	$6.53M	Buy	+157,199	New	+$7.03M	1.04%	32
2014 Q1	–	Sell	-5,670	Closed	-$301K	–	69
2013 Q4	$301K	Buy	+5,670	New	+$289K	0.04%	65

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

Foundation Resource Management's BMY Position: Q1 2026 in Review

Foundation Resource Management increased its Bristol-Myers Squibb (BMY) stake by 6.4% in Q1 2026, buying an estimated $584K and bringing the position to 165,854 shares worth $10.1M. The position accounts for 1.13% of the portfolio, ranked #34.

Foundation Resource Management first reported a position in BMY in Q4 2013 and has held it in 9 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Foundation Resource Management held 165,854 shares of Bristol-Myers Squibb worth $10.1M as of Q1 2026.
Foundation Resource Management bought 10,014 Bristol-Myers Squibb shares in Q1 2026, an estimated $584K.
Bristol-Myers Squibb made up 1.13% of Foundation Resource Management's portfolio in Q1 2026, its #34 holding.
Foundation Resource Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 9 quarters since.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Foundation Resource Management's 13F filing for Q1 2026, filed 21 Apr 2026.