HBW
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Hazlett, Burt & Watson’s Bristol-Myers Squibb BMY Stock Holding History

Hazlett, Burt & Watson’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 		$287K Hold
4,753
– – 0.09% 208
2025
Q4 		$256K Hold
4,753
– – 0.08% 214
2025
Q3 		$215K Sell
4,753
-1,250
-21% -$58.4K 0.08% 218
2025
Q2 		$277K Sell
6,003
-425
-7% -$20.9K 0.11% 165
2025
Q1 		$392K Sell
6,428
-21
-0.3% -$1.22K 0.18% 121
2024
Q4 		$362K Hold
6,449
– – 0.16% 131
2024
Q3 		$333K Sell
6,449
-374
-5% -$17.5K 0.15% 145
2024
Q2 		$283K Sell
6,823
-100
-1% -$4.47K 0.15% 144
2024
Q1 		$375K Sell
6,923
-1,384
-17% -$70.5K 0.22% 96
2023
Q4 		$425K Sell
8,307
-136
-2% -$7.14K 0.29% 70
2023
Q3 		$489K Buy
8,443
+1
+0% +$61 0.36% 54
2023
Q2 		$537K Buy
8,442
+38
+0.5% +$2.55K 0.4% 48
2023
Q1 		$582K Buy
8,404
+401
+5% +$28.3K 0.48% 38
2022
Q4 		$575K Buy
8,003
+100
+1% +$7.54K 0.51% 37
2022
Q3 		$560K Sell
7,903
-251
-3% -$18.2K 0.54% 36
2022
Q2 		$626K Buy
8,154
+251
+3% +$19.1K 0.57% 36
2022
Q1 		$580K Buy
+7,903
New +$531K 0.46% 45

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

Hazlett, Burt & Watson's BMY Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 4,753 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #208.

Hazlett, Burt & Watson first reported a position in BMY in Q1 2022 and has held it in 17 quarters since. The position peaked at $626K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Hazlett, Burt & Watson held 4,753 shares of Bristol-Myers Squibb worth $287K as of Q1 2026.
  • Hazlett, Burt & Watson left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.09% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #208 holding.
  • Hazlett, Burt & Watson first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's Bristol-Myers Squibb position peaked at $626K in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.