Harvest Fund Management’s Bristol-Myers Squibb BMY Stock Holding History

Harvest Fund 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	$599K	Hold	9,870	–	–	0.03%	199
2025 Q4	$532K	Buy	+9,870	New	+$475K	0.02%	249
2025 Q2	–	Sell	-395	Closed	-$24K	–	638
2025 Q1	$24K	Sell	395 -6,433	-94%	-$375K	﹤0.01%	532
2024 Q4	$386K	Buy	6,828 +4,259	+166%	+$238K	0.02%	371
2024 Q3	$133K	Buy	+2,569	New	+$121K	0.01%	384
2023 Q3	–	Sell	-1,370	Closed	-$88K	–	642
2023 Q2	$88K	Hold	1,370	–	–	0.02%	344
2023 Q1	$95K	Sell	1,370 -5,814	-81%	-$410K	0.02%	345
2022 Q4	$517K	Buy	7,184 +3,569	+99%	+$269K	0.13%	100
2022 Q3	$257K	Buy	3,615 +1,800	+99%	+$131K	0.07%	152
2022 Q2	$140K	Hold	1,815	–	–	0.04%	237
2022 Q1	$132K	Hold	1,815	–	–	0.03%	293
2021 Q4	$113K	Buy	+1,815	New	+$106K	0.02%	311
2021 Q2	–	Sell	-354	Closed	-$22K	–	776
2021 Q1	$22K	Sell	354 -1,472	-81%	-$91.6K	﹤0.01%	620
2020 Q4	$113K	Sell	1,826 -550	-23%	-$33.8K	0.01%	227
2020 Q3	$140K	Sell	2,376 -4,773	-67%	-$287K	0.01%	216
2020 Q2	$424K	Sell	7,149 -5,845	-45%	-$350K	0.04%	82
2020 Q1	$723K	Buy	12,994 +2,664	+26%	+$163K	0.08%	48
2019 Q4	$820K	Buy	10,330 +5,744	+125%	+$329K	0.08%	43
2019 Q3	$233K	Buy	+4,586	New	+$216K	0.03%	105
2019 Q1	–	Sell	-3,522	Closed	-$183K	–	358
2018 Q4	$183K	Hold	3,522	–	–	0.04%	122
2018 Q3	$219K	Buy	+3,522	New	+$209K	0.04%	148

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

Harvest Fund Management's BMY Position: Q1 2026 in Review

Harvest Fund Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 9,870 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #199.

Harvest Fund Management first reported a position in BMY in Q3 2018 and has held it in 21 quarters since. The position peaked at $820K in Q4 2019. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Harvest Fund Management held 9,870 shares of Bristol-Myers Squibb worth $599K as of Q1 2026.
Harvest Fund Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.03% of Harvest Fund Management's portfolio in Q1 2026, its #199 holding.
Harvest Fund Management first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 21 quarters since.
Harvest Fund Management's Bristol-Myers Squibb position peaked at $820K in Q4 2019.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.