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Harvest Portfolios Group’s Bristol-Myers Squibb BMY Stock Holding History

Harvest Portfolios Group’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 		$72.1M Sell
1,188,173
-124,687
-9% -$7.27M 1.19% 23
2025
Q4 		$70.8M Sell
1,312,860
-14,600
-1% -$702K 1.23% 17
2025
Q3 		$59.9M Buy
1,327,460
+195,091
+17% +$9.11M 1.1% 28
2025
Q2 		$52.4M Buy
1,132,369
+146,719
+15% +$7.2M 1.22% 32
2025
Q1 		$60.1M Buy
985,650
+53,005
+6% +$3.09M 1.78% 10
2024
Q4 		$52.8M Sell
932,645
-249,553
-21% -$13.9M 1.76% 12
2024
Q3 		$61.2M Sell
1,182,198
-56,795
-5% -$2.66M 2.03% 8
2024
Q2 		$51.5M Buy
1,238,993
+211,941
+21% +$9.48M 1.97% 16
2024
Q1 		$55.7M Buy
1,027,052
+21,897
+2% +$1.12M 2.17% 11
2023
Q4 		$51.6M Buy
1,005,155
+95,718
+11% +$5.02M 2.19% 19
2023
Q3 		$52.8M Buy
909,437
+138,917
+18% +$8.51M 2.49% 9
2023
Q2 		$49.3M Buy
770,520
+65,324
+9% +$4.38M 2.26% 18
2023
Q1 		$48.9M Buy
705,196
+117,031
+20% +$8.25M 2.4% 15
2022
Q4 		$42.3M Buy
+588,165
New +$44.3M 2.43% 18

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

Harvest Portfolios Group's BMY Position: Q1 2026 in Review

Harvest Portfolios Group reduced its Bristol-Myers Squibb (BMY) stake by 9.5% in Q1 2026, selling an estimated $7.27M and leaving 1,188,173 shares worth $72.1M. The position accounts for 1.19% of the portfolio, ranked #23.

Harvest Portfolios Group first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Harvest Portfolios Group held 1,188,173 shares of Bristol-Myers Squibb worth $72.1M as of Q1 2026.
  • Harvest Portfolios Group sold 124,687 Bristol-Myers Squibb shares in Q1 2026, an estimated $7.27M.
  • Bristol-Myers Squibb made up 1.19% of Harvest Portfolios Group's portfolio in Q1 2026, its #23 holding.
  • Harvest Portfolios Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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