J. Safra Sarasin Holding’s Bristol-Myers Squibb BMY Stock Holding History

J. Safra Sarasin Holding’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	$970K	Sell	16,016 -4,898	-23%	-$286K	0.02%	295
2025 Q4	$1.13M	Buy	+20,914	New	+$1.01M	0.02%	272
2025 Q3	–	Sell	-44,917	Closed	-$2.08M	–	484
2025 Q2	$2.08M	Buy	44,917 +22,927	+104%	+$1.13M	0.04%	212
2025 Q1	$1.34M	Buy	21,990 +3,457	+19%	+$202K	0.02%	278
2024 Q4	$1.05M	Sell	18,533 -17,940	-49%	-$1M	0.02%	316
2024 Q3	$1.89M	Sell	36,473 -821,199	-96%	-$38.5M	0.03%	217
2024 Q2	$35.6M	Buy	+857,672	New	+$38.4M	0.65%	46

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

J. Safra Sarasin Holding's BMY Position: Q1 2026 in Review

J. Safra Sarasin Holding reduced its Bristol-Myers Squibb (BMY) stake by 23% in Q1 2026, selling an estimated $286K and leaving 16,016 shares worth $970K. The position accounts for 0.02% of the portfolio, ranked #295.

J. Safra Sarasin Holding first reported a position in BMY in Q2 2024 and has held it in 7 quarters since. The position peaked at $35.6M in Q2 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

J. Safra Sarasin Holding held 16,016 shares of Bristol-Myers Squibb worth $970K as of Q1 2026.
J. Safra Sarasin Holding sold 4,898 Bristol-Myers Squibb shares in Q1 2026, an estimated $286K.
Bristol-Myers Squibb made up 0.02% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #295 holding.
J. Safra Sarasin Holding first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 7 quarters since.
J. Safra Sarasin Holding's Bristol-Myers Squibb position peaked at $35.6M in Q2 2024.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.