HRT Financial’s Bristol-Myers Squibb BMY Stock Holding History

HRT Financial’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	$126M	Buy	2,075,945 +1,876,844	+943%	+$109M	0.31%	43
2025 Q4	$10.7M	Sell	199,101 -824,150	-81%	-$39.6M	0.03%	431
2025 Q3	$46.1M	Buy	+1,023,251	New	+$47.8M	0.17%	70
2025 Q2	–	Sell	-704,900	Closed	-$43M	–	2650
2025 Q1	$43M	Sell	704,900 -899,981	-56%	-$52.5M	0.27%	42
2024 Q4	$90.8M	Buy	1,604,881 +1,589,449	+10,300%	+$88.8M	0.47%	29
2024 Q3	$798K	Buy	+15,432	New	+$724K	﹤0.01%	1364
2024 Q1	–	Sell	-221,739	Closed	-$11.4M	–	2356
2023 Q4	$11.4M	Buy	+221,739	New	+$11.6M	0.08%	140
2023 Q3	–	Sell	-229,452	Closed	-$14.7M	–	2424
2023 Q2	$14.7M	Buy	+229,452	New	+$15.4M	0.14%	101
2023 Q1	–	Sell	-75,662	Closed	-$5.44M	–	2518
2022 Q4	$5.44M	Buy	+75,662	New	+$5.71M	0.08%	245
2022 Q3	–	Sell	-30,539	Closed	-$2.35M	–	2820
2022 Q2	$2.35M	Sell	30,539 -279,862	-90%	-$21.3M	0.03%	501
2022 Q1	$22.7M	Buy	+310,401	New	+$20.8M	0.16%	67
2021 Q3	–	Sell	-303,393	Closed	-$20.3M	–	3294
2021 Q2	$20.3M	Buy	303,393 +70,388	+30%	+$4.59M	0.19%	86
2021 Q1	$14.7M	Buy	233,005 +174,274	+297%	+$10.8M	0.15%	84
2020 Q4	$3.64M	Buy	+58,731	New	+$3.61M	0.07%	198
2020 Q3	–	Sell	-660,374	Closed	-$38.8M	–	1905
2020 Q2	$38.8M	Buy	+660,374	New	+$39.5M	1.17%	9
2015 Q1	–	Sell	-3,765	Closed	-$222K	–	70
2014 Q4	$222K	Buy	+3,765	New	+$212K	0.31%	48

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

HRT Financial's BMY Position: Q1 2026 in Review

HRT Financial increased its Bristol-Myers Squibb (BMY) stake by 943% in Q1 2026, buying an estimated $109M and bringing the position to 2,075,945 shares worth $126M. The position accounts for 0.31% of the portfolio, ranked #43.

HRT Financial first reported a position in BMY in Q4 2014 and has held it in 16 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

HRT Financial held 2,075,945 shares of Bristol-Myers Squibb worth $126M as of Q1 2026.
HRT Financial bought 1,876,844 Bristol-Myers Squibb shares in Q1 2026, an estimated $109M.
Bristol-Myers Squibb made up 0.31% of HRT Financial's portfolio in Q1 2026, its #43 holding.
HRT Financial first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 16 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.