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Foundry Partners’s Bristol-Myers Squibb BMY Stock Holding History

Foundry Partners’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
2025
Q1 		$23.5M Sell
385,025
-21,658
-5% -$1.26M 1.24% 15
2024
Q4 		$23M Buy
+406,683
New +$22.7M 1.16% 18
2021
Q4 		– Sell
-586,405
Closed -$34.7M – 351
2021
Q3 		$34.7M Buy
586,405
+83,647
+17% +$5.51M 1.25% 4
2021
Q2 		$33.6M Buy
502,758
+7,070
+1% +$461K 1.15% 5
2021
Q1 		$31.3M Buy
495,688
+51,900
+12% +$3.23M 1.03% 9
2020
Q4 		$27.5M Buy
443,788
+144,583
+48% +$8.89M 1.08% 4
2020
Q3 		$18M Sell
299,205
-2,075
-0.7% -$125K 0.87% 17
2020
Q2 		$17.7M Buy
301,280
+47,077
+19% +$2.82M 0.86% 20
2020
Q1 		$14.2M Buy
254,203
+1,191
+0.5% +$72.8K 0.8% 28
2019
Q4 		$16.2M Buy
+253,012
New +$14.5M 0.61% 44
2018
Q2 		– Sell
-192,577
Closed -$12.2M – 385
2018
Q1 		$12.2M Sell
192,577
-92,193
-32% -$5.93M 0.52% 57
2017
Q4 		$17.5M Sell
284,770
-13,951
-5% -$873K 0.73% 25
2017
Q3 		$19M Buy
298,721
+61,350
+26% +$3.58M 0.76% 16
2017
Q2 		$13.2M Buy
237,371
+228,587
+2,602% +$12.4M 0.54% 47
2017
Q1 		$478K Sell
8,784
-7,004
-44% -$384K 0.02% 371
2016
Q4 		$923K Sell
15,788
-32,715
-67% -$1.79M 0.04% 351
2016
Q3 		$2.62M Sell
48,503
-12,107
-20% -$778K 0.14% 227
2016
Q2 		$4.46M Sell
60,610
-8,700
-13% -$615K 0.25% 141
2016
Q1 		$4.43M Sell
69,310
-90,975
-57% -$5.74M 0.44% 59
2015
Q4 		$11M Buy
160,285
+37,647
+31% +$2.49M 0.92% 28
2015
Q3 		$7.26M Sell
122,638
-42,147
-26% -$2.67M 0.64% 48
2015
Q2 		$11M Sell
164,785
-820
-0.5% -$54K 0.88% 26
2015
Q1 		$10.7M Sell
165,605
-12,595
-7% -$788K 0.89% 34
2014
Q4 		$10.5M Buy
+178,200
New +$10M 0.86% 43

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundry Partners's BMY Position: Q1 2025 in Review

Foundry Partners reduced its Bristol-Myers Squibb (BMY) stake by 5.3% in Q1 2025, selling an estimated $1.26M and leaving 385,025 shares worth $23.5M. The position accounts for 1.24% of the portfolio, ranked #15.

Foundry Partners first reported a position in BMY in Q4 2014 and has held it in 24 quarters since. The position peaked at $34.7M in Q3 2021. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Foundry Partners held 385,025 shares of Bristol-Myers Squibb worth $23.5M as of Q1 2025.
  • Foundry Partners sold 21,658 Bristol-Myers Squibb shares in Q1 2025, an estimated $1.26M.
  • Bristol-Myers Squibb made up 1.24% of Foundry Partners's portfolio in Q1 2025, its #15 holding.
  • Foundry Partners first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 24 quarters since.
  • Foundry Partners's Bristol-Myers Squibb position peaked at $34.7M in Q3 2021.
  • 2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.