J.P. Marvel Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Buy |
173,277
+9,273
| +6% | +$541K | 1.49% | 18 |
|
|
2025
Q4 | $8.85M | Sell |
164,004
-220
| -0.1% | -$10.6K | 1.23% | 20 |
|
|
2025
Q3 | $7.41M | Hold |
164,224
| – | – | 1.08% | 24 |
|
|
2025
Q2 | $7.6M | Sell |
164,224
-1,676
| -1% | -$82.3K | 1.22% | 24 |
|
|
2025
Q1 | $10.1M | Buy |
165,900
+6,556
| +4% | +$382K | 1.75% | 19 |
|
|
2024
Q4 | $9.01M | Sell |
159,344
-730
| -0.5% | -$40.8K | 1.49% | 19 |
|
|
2024
Q3 | $8.28M | Sell |
160,074
-4,000
| -2% | -$188K | 1.35% | 22 |
|
|
2024
Q2 | $6.81M | Sell |
164,074
-3,017
| -2% | -$135K | 1.12% | 24 |
|
|
2024
Q1 | $9.06M | Sell |
167,091
-1,305
| -0.8% | -$66.5K | 1.57% | 21 |
|
|
2023
Q4 | $8.64M | Sell |
168,396
-6,124
| -4% | -$321K | 1.71% | 20 |
|
|
2023
Q3 | $10.1M | Sell |
174,520
-4,344
| -2% | -$266K | 2.18% | 16 |
|
|
2023
Q2 | $11.4M | Sell |
178,864
-427
| -0.2% | -$28.6K | 2.39% | 12 |
|
|
2023
Q1 | $12.4M | Sell |
179,291
-90
| -0.1% | -$6.35K | 2.8% | 12 |
|
|
2022
Q4 | $12.9M | Sell |
179,381
-76
| -0% | -$5.73K | 3.03% | 10 |
|
|
2022
Q3 | $12.8M | Sell |
179,457
-330
| -0.2% | -$23.9K | 3.25% | 7 |
|
|
2022
Q2 | $13.8M | Hold |
179,787
| – | – | 3.33% | 7 |
|
|
2022
Q1 | $13.1M | Buy |
179,787
+809
| +0.5% | +$54.3K | 2.67% | 12 |
|
|
2021
Q4 | $11.2M | Buy |
+178,978
| New | +$10.5M | 2.18% | 20 |
|
|
2021
Q3 | – | Sell |
-182,488
| Closed | -$12.2M | – | 68 |
|
|
2021
Q2 | $12.2M | Buy |
182,488
+50
| +0% | +$3.26K | 2.59% | 12 |
|
|
2021
Q1 | $11.5M | Hold |
182,438
| – | – | 2.73% | 9 |
|
|
2020
Q4 | $11.3M | Buy |
182,438
+1,229
| +0.7% | +$75.6K | 2.93% | 9 |
|
|
2020
Q3 | $10.9M | Sell |
181,209
-260
| -0.1% | -$15.6K | 3.14% | 7 |
|
|
2020
Q2 | $10.7M | Sell |
181,469
-46
| -0% | -$2.75K | 3.37% | 6 |
|
|
2020
Q1 | $10.1M | Buy |
181,515
+1,125
| +0.6% | +$68.8K | 3.83% | 7 |
|
|
2019
Q4 | $11.6M | Buy |
180,390
+73,118
| +68% | +$4.19M | 3.35% | 8 |
|
|
2019
Q3 | $5.44M | Buy |
+107,272
| New | +$5.04M | 1.74% | 23 |
|
|
2019
Q1 | $5.15M | Sell |
107,907
-90
| -0.1% | -$4.48K | 1.67% | 25 |
|
|
2018
Q4 | $5.61M | Buy |
+107,997
| New | +$5.8M | 2.02% | 19 |
|
|
2018
Q2 | $5.93M | Sell |
107,242
-520
| -0.5% | -$28.1K | 1.82% | 21 |
|
|
2018
Q1 | $6.82M | Hold |
107,762
| – | – | 2.1% | 17 |
|
|
2017
Q4 | $6.6M | Sell |
107,762
-162
| -0.2% | -$10.1K | 2.01% | 19 |
|
|
2017
Q3 | $6.88M | Buy |
107,924
+18,439
| +21% | +$1.08M | 2.19% | 18 |
|
|
2017
Q2 | $4.99M | Sell |
89,485
-40
| -0% | -$2.18K | 1.65% | 24 |
|
|
2017
Q1 | $4.87M | Sell |
89,525
-3,217
| -3% | -$176K | 1.61% | 24 |
|
|
2016
Q4 | $5.42M | Sell |
92,742
-48,760
| -34% | -$2.67M | 1.85% | 21 |
|
|
2016
Q3 | $7.63M | Sell |
141,502
-56,560
| -29% | -$3.63M | 2.71% | 11 |
|
|
2016
Q2 | $14.6M | Sell |
198,062
-3,842
| -2% | -$271K | 5.1% | 1 |
|
|
2016
Q1 | $12.9M | Sell |
201,904
-4,337
| -2% | -$274K | 4.65% | 2 |
|
|
2015
Q4 | $14.2M | Buy |
+206,241
| New | +$13.6M | 4.94% | 1 |
|
|
2015
Q2 | $14M | Sell |
210,311
-2,475
| -1% | -$163K | 4.71% | 1 |
|
|
2015
Q1 | $13.7M | Hold |
212,786
| – | – | 4.67% | 1 |
|
|
2014
Q4 | $12.6M | Sell |
212,786
-160
| -0.1% | -$9.02K | 4.37% | 1 |
|
|
2014
Q3 | $10.9M | Sell |
212,946
-2,697
| -1% | -$135K | 3.94% | 2 |
|
|
2014
Q2 | $10.5M | Sell |
215,643
-1,470
| -0.7% | -$72.4K | 3.56% | 3 |
|
|
2014
Q1 | $11.3M | Sell |
217,113
-1,430
| -0.7% | -$76.1K | 3.97% | 2 |
|
|
2013
Q4 | $11.6M | Sell |
218,543
-270
| -0.1% | -$13.8K | 4.16% | 1 |
|
|
2013
Q3 | $10.1M | Sell |
218,813
-310
| -0.1% | -$13.6K | 3.93% | 1 |
|
|
2013
Q2 | $9.79M | Buy |
+219,123
| New | +$9.51M | 4.08% | 1 |
|
Other funds holding BMY
VCM
VPM
J.P. Marvel Investment Advisors's BMY Position: Q1 2026 in Review
J.P. Marvel Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 5.7% in Q1 2026, buying an estimated $541K and bringing the position to 173,277 shares worth $10.5M. The position accounts for 1.49% of the portfolio, ranked #18.
J.P. Marvel Investment Advisors first reported a position in BMY in Q2 2013 and has held it in 48 quarters since. The position peaked at $14.6M in Q2 2016. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- J.P. Marvel Investment Advisors held 173,277 shares of Bristol-Myers Squibb worth $10.5M as of Q1 2026.
- J.P. Marvel Investment Advisors bought 9,273 Bristol-Myers Squibb shares in Q1 2026, an estimated $541K.
- Bristol-Myers Squibb made up 1.49% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #18 holding.
- J.P. Marvel Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 48 quarters since.
- J.P. Marvel Investment Advisors's Bristol-Myers Squibb position peaked at $14.6M in Q2 2016.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.