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Harbour Investments’s Bristol-Myers Squibb BMY Stock Holding History

Harbour Investments’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 		$3.16M Buy
52,185
+19,240
+58% +$1.12M 0.05% 355
2025
Q4 		$1.78M Sell
32,945
-2
-0% -$96 0.04% 429
2025
Q3 		$1.49M Buy
32,947
+3,555
+12% +$166K 0.03% 440
2025
Q2 		$1.36M Sell
29,392
-892
-3% -$43.8K 0.03% 426
2025
Q1 		$1.85M Buy
30,284
+982
+3% +$57.2K 0.05% 316
2024
Q4 		$1.66M Buy
29,302
+235
+0.8% +$13.1K 0.05% 334
2024
Q3 		$1.5M Buy
29,067
+1,011
+4% +$47.4K 0.05% 347
2024
Q2 		$1.17M Buy
28,056
+1,690
+6% +$75.6K 0.04% 385
2024
Q1 		$1.43M Buy
26,366
+2,550
+11% +$130K 0.05% 331
2023
Q4 		$1.22M Sell
23,816
-2,452
-9% -$129K 0.05% 316
2023
Q3 		$1.52M Sell
26,268
-1,755
-6% -$108K 0.08% 251
2023
Q2 		$1.79M Buy
28,023
+1,090
+4% +$73.1K 0.09% 224
2023
Q1 		$1.87M Buy
26,933
+1,438
+6% +$101K 0.1% 192
2022
Q4 		$1.83M Buy
25,495
+5,988
+31% +$452K 0.11% 184
2022
Q3 		$1.5M Hold
19,507
– – 0.1% 192
2022
Q2 		$1.5M Buy
+19,507
New +$1.49M 0.1% 192
2021
Q4 		$1.19M Sell
19,059
-27,209
-59% -$1.6M 0.07% 264
2021
Q3 		$2.74M Sell
46,268
-18,138
-28% -$1.19M 0.09% 206
2021
Q2 		$4.3M Buy
64,406
+4,531
+8% +$295K 0.14% 138
2021
Q1 		$3.78M Buy
+59,875
New +$3.73M 0.14% 144

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

Harbour Investments's BMY Position: Q1 2026 in Review

Harbour Investments increased its Bristol-Myers Squibb (BMY) stake by 58% in Q1 2026, buying an estimated $1.12M and bringing the position to 52,185 shares worth $3.16M. The position accounts for 0.05% of the portfolio, ranked #355.

Harbour Investments first reported a position in BMY in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.3M in Q2 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Harbour Investments held 52,185 shares of Bristol-Myers Squibb worth $3.16M as of Q1 2026.
  • Harbour Investments bought 19,240 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.12M.
  • Bristol-Myers Squibb made up 0.05% of Harbour Investments's portfolio in Q1 2026, its #355 holding.
  • Harbour Investments first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Bristol-Myers Squibb position peaked at $4.3M in Q2 2021.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.