Harbor Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Harbor 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
2025 Q4	–	Sell	-5,000	Closed	-$226K	–	194
2025 Q3	$226K	Hold	5,000	–	–	0.03%	166
2025 Q2	$231K	Hold	5,000	–	–	0.04%	166
2025 Q1	$305K	Hold	5,000	–	–	0.05%	151
2024 Q4	$283K	Hold	5,000	–	–	0.04%	158
2024 Q3	$259K	Hold	5,000	–	–	0.04%	154
2024 Q2	$208K	Hold	5,000	–	–	0.04%	160
2024 Q1	$271K	Hold	5,000	–	–	0.05%	141
2023 Q4	$257K	Hold	5,000	–	–	0.05%	143
2023 Q3	$290K	Hold	5,000	–	–	0.06%	126
2023 Q2	$320K	Hold	5,000	–	–	0.07%	110
2023 Q1	$347K	Hold	5,000	–	–	0.08%	103
2022 Q4	$360K	Hold	5,000	–	–	0.09%	107
2022 Q3	$355K	Hold	5,000	–	–	0.1%	105
2022 Q2	$385K	Hold	5,000	–	–	0.09%	103
2022 Q1	$365K	Hold	5,000	–	–	0.07%	114
2021 Q4	$312K	Hold	5,000	–	–	0.06%	125
2021 Q3	$296K	Hold	5,000	–	–	0.06%	126
2021 Q2	$334K	Hold	5,000	–	–	0.07%	118
2021 Q1	$316K	Hold	5,000	–	–	0.07%	127
2020 Q4	$310K	Hold	5,000	–	–	0.07%	118
2020 Q3	$301K	Hold	5,000	–	–	0.07%	98
2020 Q2	$294K	Hold	5,000	–	–	0.08%	103
2020 Q1	$279K	Hold	5,000	–	–	0.08%	95
2019 Q4	$321K	Buy	+5,000	New	+$286K	0.09%	125
2019 Q1	–	Sell	-5,500	Closed	-$286K	–	163
2018 Q4	$286K	Hold	5,500	–	–	0.11%	117
2018 Q3	$341K	Hold	5,500	–	–	0.11%	131
2018 Q2	$304K	Hold	5,500	–	–	0.1%	137
2018 Q1	$348K	Hold	5,500	–	–	0.12%	117
2017 Q4	$337K	Hold	5,500	–	–	0.11%	117
2017 Q3	$351K	Hold	5,500	–	–	0.13%	105
2017 Q2	$306K	Hold	5,500	–	–	0.12%	103
2017 Q1	$299K	Hold	5,500	–	–	0.13%	98
2016 Q4	$321K	Buy	+5,500	New	+$301K	0.15%	88

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

Harbor Advisors's BMY Position: Q4 2025 in Review

Harbor Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 5,000 shares — an estimated $226K sold.

Harbor Advisors first reported a position in BMY in Q4 2016 and held it in 33 quarters. The position peaked at $385K in Q2 2022. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Harbor Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Harbor Advisors sold 5,000 Bristol-Myers Squibb shares in Q4 2025, an estimated $226K.
Harbor Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 33 quarters.
Harbor Advisors's Bristol-Myers Squibb position peaked at $385K in Q2 2022.
2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Harbor Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.