Gifford Fong Associates’s Bristol-Myers Squibb BMY Stock Holding History

Gifford Fong Associates’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 Q4	$1.94M	Hold	35,899	–	–	0.39%	68
2025 Q3	$1.62M	Hold	35,899	–	–	0.34%	71
2025 Q2	$1.66M	Hold	35,899	–	–	0.38%	68
2025 Q1	$2.19M	Hold	35,899	–	–	0.54%	59
2024 Q4	$2.03M	Hold	35,899	–	–	0.5%	60
2024 Q3	$1.86M	Hold	35,899	–	–	0.46%	61
2024 Q2	$1.49M	Hold	35,899	–	–	0.4%	70
2024 Q1	$1.95M	Hold	35,899	–	–	0.54%	60
2023 Q4	$1.84M	Hold	35,899	–	–	0.39%	69
2023 Q3	$2.08M	Hold	35,899	–	–	0.5%	57
2023 Q2	$2.3M	Hold	35,899	–	–	0.54%	52
2023 Q1	$2.49M	Hold	35,899	–	–	0.66%	50
2022 Q4	$2.58M	Hold	35,899	–	–	0.59%	47
2022 Q3	$2.55M	Hold	35,899	–	–	0.63%	40
2022 Q2	$2.76M	Hold	35,899	–	–	0.64%	39
2022 Q1	$2.62M	Hold	35,899	–	–	0.48%	49
2021 Q4	$2.24M	Hold	35,899	–	–	0.39%	61
2021 Q3	$2.12M	Hold	35,899	–	–	0.41%	60
2021 Q2	$2.4M	Hold	35,899	–	–	0.47%	53
2021 Q1	$2.27M	Hold	35,899	–	–	0.49%	55
2020 Q4	$2.23M	Hold	35,899	–	–	0.52%	50
2020 Q3	$2.16M	Hold	35,899	–	–	0.58%	42
2020 Q2	$2.11M	Hold	35,899	–	–	0.64%	41
2020 Q1	$2M	Hold	35,899	–	–	0.73%	39
2019 Q4	$2.3M	Hold	35,899	–	–	0.67%	39
2019 Q3	$1.82M	Hold	35,899	–	–	0.6%	46
2019 Q2	$1.63M	Hold	35,899	–	–	0.54%	53
2019 Q1	$1.71M	Hold	35,899	–	–	0.57%	47
2018 Q4	$1.87M	Hold	35,899	–	–	0.7%	39
2018 Q3	$2.23M	Hold	35,899	–	–	0.71%	43
2018 Q2	$1.99M	Hold	35,899	–	–	0.69%	42
2018 Q1	$2.27M	Buy	+35,899	New	+$2.31M	0.93%	35

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gifford Fong Associates's BMY Position: Q4 2025 in Review

Gifford Fong Associates held its Bristol-Myers Squibb (BMY) position steady in Q4 2025 at 35,899 shares worth $1.94M. The position accounts for 0.39% of the portfolio, ranked #68.

Gifford Fong Associates first reported a position in BMY in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.76M in Q2 2022. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Gifford Fong Associates held 35,899 shares of Bristol-Myers Squibb worth $1.94M as of Q4 2025.
Gifford Fong Associates left its Bristol-Myers Squibb share count unchanged in Q4 2025.
Bristol-Myers Squibb made up 0.39% of Gifford Fong Associates's portfolio in Q4 2025, its #68 holding.
Gifford Fong Associates first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 32 quarters since.
Gifford Fong Associates's Bristol-Myers Squibb position peaked at $2.76M in Q2 2022.
2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.