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Inscription Capital’s Bristol-Myers Squibb BMY Stock Holding History

Inscription Capital’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 		$321K Buy
5,291
+54
+1% +$3.15K 0.03% 470
2025
Q4 		$282K Sell
5,237
-3,485
-40% -$168K 0.03% 502
2025
Q3 		$393K Buy
8,722
+1,576
+22% +$73.6K 0.04% 412
2025
Q2 		$331K Sell
7,146
-2,934
-29% -$144K 0.05% 330
2025
Q1 		$547K Buy
+10,080
New +$588K 0.09% 168
2024
Q3 		$610K Sell
11,791
-554
-4% -$26K 0.09% 164
2024
Q2 		$513K Buy
12,345
+2,265
+22% +$101K 0.08% 174
2024
Q1 		$547K Buy
10,080
+3,920
+64% +$200K 0.09% 168
2023
Q4 		$316K Buy
6,160
+860
+16% +$45.1K 0.09% 164
2023
Q3 		$308K Buy
5,300
+74
+1% +$4.53K 0.1% 143
2023
Q2 		$334K Sell
5,226
-115
-2% -$7.71K 0.1% 142
2023
Q1 		$370K Buy
5,341
+545
+11% +$38.4K 0.1% 140
2022
Q4 		$345K Hold
4,796
– – 0.12% 146
2022
Q3 		$341K Sell
4,796
-3,984
-45% -$289K 0.1% 139
2022
Q2 		$676K Buy
8,780
+4,500
+105% +$343K 0.12% 122
2022
Q1 		$315K Sell
4,280
-25
-0.6% -$1.68K 0.09% 155
2021
Q4 		$268K Buy
4,305
+270
+7% +$15.8K 0.07% 187
2021
Q3 		$241K Sell
4,035
-11,957
-75% -$787K 0.08% 189
2021
Q2 		$1.07M Buy
15,992
+11,767
+279% +$767K 0.12% 125
2021
Q1 		$269K Buy
4,225
+350
+9% +$21.8K 0.09% 159
2020
Q4 		$242K Buy
3,875
+50
+1% +$3.07K 0.09% 156
2020
Q3 		$231K Buy
+3,825
New +$230K 0.1% 149
2019
Q2 		– Sell
-350
Closed -$17K – 119
2019
Q1 		$17K Sell
350
-454
-56% -$22.6K 0.01% 225
2018
Q4 		$42K Buy
+804
New +$43.2K 0.02% 202

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

Inscription Capital's BMY Position: Q1 2026 in Review

Inscription Capital increased its Bristol-Myers Squibb (BMY) stake by 1% in Q1 2026, buying an estimated $3.15K and bringing the position to 5,291 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #470.

Inscription Capital first reported a position in BMY in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.07M in Q2 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Inscription Capital held 5,291 shares of Bristol-Myers Squibb worth $321K as of Q1 2026.
  • Inscription Capital bought 54 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.15K.
  • Bristol-Myers Squibb made up 0.03% of Inscription Capital's portfolio in Q1 2026, its #470 holding.
  • Inscription Capital first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 24 quarters since.
  • Inscription Capital's Bristol-Myers Squibb position peaked at $1.07M in Q2 2021.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.