HighTower Advisors’s Bristol-Myers Squibb BMY Stock Holding History

HighTower 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 Q1	–	Sell	-1,600	Closed	-$16	–	3774
2024 Q4	$16	Sell	1,600 -1,000	-38%	-$55.9K	﹤0.01%	3792
2024 Q3	$4.07K	Buy	+2,600	New	+$122K	﹤0.01%	3603
2024 Q2	–	Sell	-200	Closed	-$531	–	3711
2024 Q1	$531	Buy	+200	New	+$10.2K	﹤0.01%	3543
2020 Q1	–	Sell	-3,000	Closed	-$14K	–	2237
2019 Q4	$14K	Buy	+3,000	New	+$172K	﹤0.01%	2186
2018 Q1	–	Sell	-15,000	Closed	-$2K	–	2205
2017 Q4	$2K	Buy	15,000 +2,100	+16%	+$131K	﹤0.01%	2231
2017 Q3	$50K	Buy	12,900 +8,400	+187%	+$490K	﹤0.01%	2084
2017 Q2	$13K	Buy	+4,500	New	+$245K	﹤0.01%	2099
2014 Q2	–	Sell	-2,000	Closed	-$4K	–	1605
2014 Q1	$4K	Buy	+2,000	New	+$106K	﹤0.01%	1541

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

HighTower Advisors's BMY Position: Q1 2026 in Review

HighTower Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.5% in Q1 2026, buying an estimated $1.65M and bringing the position to 1,153,327 shares worth $69.9M. The position accounts for 0.07% of the portfolio, ranked #270.

HighTower Advisors first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $117M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

HighTower Advisors held 1,153,327 shares of Bristol-Myers Squibb worth $69.9M as of Q1 2026.
HighTower Advisors bought 28,288 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.65M.
Bristol-Myers Squibb made up 0.07% of HighTower Advisors's portfolio in Q1 2026, its #270 holding.
HighTower Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Bristol-Myers Squibb position peaked at $117M in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.