IFU
BMY icon

iSAM Funds (UK)’s Bristol-Myers Squibb BMY Stock Holding History

iSAM Funds (UK)’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 		– Sell
-42,062
Closed -$2.27M – 311
2025
Q4 		$2.27M Sell
42,062
-10,192
-20% -$490K 0.82% 31
2025
Q3 		$2.36M Buy
+52,254
New +$2.44M 0.48% 51
2024
Q4 		– Sell
-6,469
Closed -$335K – 263
2024
Q3 		$335K Sell
6,469
-1,061
-14% -$49.8K 0.19% 198
2024
Q2 		$313K Buy
+7,530
New +$337K 0.23% 160
2023
Q4 		– Sell
-14,547
Closed -$844K – 217
2023
Q3 		$844K Buy
+14,547
New +$891K 0.53% 65
2023
Q1 		– Sell
-2,890
Closed -$208K – 160
2022
Q4 		$208K Buy
+2,890
New +$218K 0.62% 81

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

iSAM Funds (UK)'s BMY Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 42,062 shares — an estimated $2.27M sold.

iSAM Funds (UK) first reported a position in BMY in Q4 2022 and held it in 6 quarters. The position peaked at $2.36M in Q3 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • iSAM Funds (UK) reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 42,062 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.27M.
  • iSAM Funds (UK) first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 6 quarters.
  • iSAM Funds (UK)'s Bristol-Myers Squibb position peaked at $2.36M in Q3 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.