Hoey Investments’s Bristol-Myers Squibb BMY Stock Holding History

Hoey Investments’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	$18.2K	Hold	300	–	–	﹤0.01%	212
2025 Q4	$16.2K	Hold	300	–	–	﹤0.01%	223
2025 Q3	$13.5K	Hold	300	–	–	﹤0.01%	236
2025 Q2	$13.9K	Hold	300	–	–	﹤0.01%	220
2025 Q1	$18.3K	Hold	300	–	–	﹤0.01%	183
2024 Q4	$17K	Hold	300	–	–	﹤0.01%	186
2024 Q3	$12.5K	Hold	300	–	–	﹤0.01%	192
2024 Q2	$12.5K	Hold	300	–	–	﹤0.01%	192
2024 Q1	$16.3K	Sell	300 -211	-41%	-$10.7K	﹤0.01%	186
2023 Q4	$26.2K	Hold	511	–	–	0.01%	155
2023 Q3	$29.7K	Hold	511	–	–	0.01%	149
2023 Q2	$32.7K	Hold	511	–	–	0.01%	147
2023 Q1	$35.4K	Hold	511	–	–	0.01%	148
2022 Q4	$36.8K	Buy	511 +211	+70%	+$15.9K	0.02%	147
2022 Q3	$21K	Hold	300	–	–	0.01%	186
2022 Q2	$23K	Hold	300	–	–	0.01%	150
2022 Q1	$22K	Sell	300 -300	-50%	-$20.1K	0.01%	135
2021 Q4	$37K	Sell	600 -300	-33%	-$17.6K	0.01%	120
2021 Q3	$53K	Buy	+900	New	+$59.3K	0.02%	105
2020 Q3	–	Sell	-51,647	Closed	-$3.04M	–	135
2020 Q2	$3.04M	Buy	51,647 +3,414	+7%	+$204K	1.49%	13
2020 Q1	$2.69M	Buy	48,233 +6,320	+15%	+$386K	1.89%	11
2019 Q4	$2.69M	Buy	+41,913	New	+$2.4M	1.91%	18

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

Hoey Investments's BMY Position: Q1 2026 in Review

Hoey Investments held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 300 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Hoey Investments first reported a position in BMY in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.04M in Q2 2020. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Hoey Investments held 300 shares of Bristol-Myers Squibb worth $18.2K as of Q1 2026.
Hoey Investments left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up ﹤0.01% of Hoey Investments's portfolio in Q1 2026, its #212 holding.
Hoey Investments first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 22 quarters since.
Hoey Investments's Bristol-Myers Squibb position peaked at $3.04M in Q2 2020.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.