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HUB Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

HUB Investment Partners’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 		$1.66M Buy
27,433
+3,143
+13% +$183K 0.04% 275
2025
Q4 		$1.31M Buy
+24,290
New +$1.17M 0.03% 258
2025
Q3 		– Sell
-18,898
Closed -$875K – 862
2025
Q2 		$875K Buy
18,898
+2,612
+16% +$128K 0.03% 285
2025
Q1 		$993K Sell
16,286
-512
-3% -$29.8K 0.04% 233
2024
Q4 		$950K Buy
16,798
+2,835
+20% +$158K 0.04% 217
2024
Q3 		$722K Buy
13,963
+1,219
+10% +$57.2K 0.03% 240
2024
Q2 		$529K Buy
12,744
+1,145
+10% +$51.2K 0.02% 270
2024
Q1 		$629K Buy
11,599
+341
+3% +$17.4K 0.03% 239
2023
Q4 		$578K Buy
11,258
+5,604
+99% +$294K 0.04% 221
2023
Q3 		$328K Buy
5,654
+768
+16% +$47.1K 0.05% 185
2023
Q2 		$312K Sell
4,886
-434
-8% -$29.1K 0.05% 188
2023
Q1 		$369K Buy
5,320
+657
+14% +$46.3K 0.08% 153
2022
Q4 		$335K Sell
4,663
-38
-0.8% -$2.87K 0.07% 102
2022
Q3 		$334K Sell
4,701
-30,687
-87% -$2.23M 0.1% 129
2022
Q2 		$2.73M Buy
35,388
+1,923
+6% +$146K 0.85% 27
2022
Q1 		$2.44M Sell
33,465
-653
-2% -$43.8K 0.58% 44
2021
Q4 		$2.13M Buy
34,118
+1,450
+4% +$85.1K 0.49% 56
2021
Q3 		$1.93M Buy
32,668
+1,689
+5% +$111K 0.46% 62
2021
Q2 		$2.07M Buy
30,979
+5,137
+20% +$335K 0.55% 53
2021
Q1 		$1.63M Buy
25,842
+6,219
+32% +$387K 0.48% 59
2020
Q4 		$1.18M Buy
+19,623
New +$1.21M 0.54% 54

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

HUB Investment Partners's BMY Position: Q1 2026 in Review

HUB Investment Partners increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $183K and bringing the position to 27,433 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #275.

HUB Investment Partners first reported a position in BMY in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.73M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • HUB Investment Partners held 27,433 shares of Bristol-Myers Squibb worth $1.66M as of Q1 2026.
  • HUB Investment Partners bought 3,143 Bristol-Myers Squibb shares in Q1 2026, an estimated $183K.
  • Bristol-Myers Squibb made up 0.04% of HUB Investment Partners's portfolio in Q1 2026, its #275 holding.
  • HUB Investment Partners first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 21 quarters since.
  • HUB Investment Partners's Bristol-Myers Squibb position peaked at $2.73M in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.