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Jackson Creek Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Jackson Creek Investment Advisors’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 		$348K Buy
+5,730
New +$334K 0.1% 270
2023
Q2 		– Sell
-6,024
Closed -$418K – 313
2023
Q1 		$418K Buy
+6,024
New +$425K 0.18% 264
2020
Q4 		– Sell
-4,807
Closed -$290K – 308
2020
Q3 		$290K Buy
+4,807
New +$289K 0.13% 273

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

Jackson Creek Investment Advisors's BMY Position: Q1 2026 in Review

Jackson Creek Investment Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 5,730 shares worth $348K. The stake represents 0.1% of the portfolio and ranks #270 among its holdings. This is a return to the name: Jackson Creek Investment Advisors previously reported a position in BMY as recently as Q1 2023.

Jackson Creek Investment Advisors first reported a position in BMY in Q3 2020 and has held it in 3 quarters since. The position peaked at $418K in Q1 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Jackson Creek Investment Advisors held 5,730 shares of Bristol-Myers Squibb worth $348K as of Q1 2026.
  • Bristol-Myers Squibb was a new Jackson Creek Investment Advisors position in Q1 2026.
  • Bristol-Myers Squibb made up 0.1% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #270 holding.
  • Jackson Creek Investment Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 3 quarters since.
  • Jackson Creek Investment Advisors's Bristol-Myers Squibb position peaked at $418K in Q1 2023.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.