Harvest Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Harvest Investment 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	$1.98M	Buy	+36,770	New	+$1.77M	1.12%	33
2025 Q2	$1.37M	Buy	29,605 +330	+1%	+$16.2K	0.88%	47
2025 Q1	$1.79M	Sell	29,275 -145	-0.5%	-$8.45K	1.29%	26
2024 Q4	$1.66M	Sell	29,420 -835	-3%	-$46.7K	1.15%	27
2024 Q3	$1.57M	Buy	30,255 +1,075	+4%	+$50.4K	1.07%	33
2024 Q2	$1.21M	Buy	29,180 +1,387	+5%	+$62.1K	0.89%	46
2024 Q1	$1.51M	Buy	27,793 +5,534	+25%	+$282K	1.13%	33
2023 Q4	$1.14M	Buy	22,259 +798	+4%	+$41.9K	0.92%	48
2023 Q3	$1.25M	Buy	21,461 +364	+2%	+$22.3K	1.12%	37
2023 Q2	$1.35M	Sell	21,097 -30	-0.1%	-$2.01K	1.16%	33
2023 Q1	$1.46M	Buy	21,127 +60	+0.3%	+$4.23K	1.3%	21
2022 Q4	$1.52M	Buy	+21,067	New	+$1.59M	1.42%	19

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

Harvest Investment Advisors's BMY Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q4 2025: 36,770 shares worth $1.98M. The stake represents 1.12% of the portfolio and ranks #33 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in BMY as recently as Q2 2025.

Harvest Investment Advisors first reported a position in BMY in Q4 2022 and has held it in 12 quarters since. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Harvest Investment Advisors held 36,770 shares of Bristol-Myers Squibb worth $1.98M as of Q4 2025.
Bristol-Myers Squibb was a new Harvest Investment Advisors position in Q4 2025.
Bristol-Myers Squibb made up 1.12% of Harvest Investment Advisors's portfolio in Q4 2025, its #33 holding.
Harvest Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 12 quarters since.
2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.