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Jackson Square Capital’s Bristol-Myers Squibb BMY Stock Holding History

Jackson Square 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 		$3.72M Buy
+61,310
New +$3.57M 0.78% 32
2025
Q2 		– Sell
-24,953
Closed -$1.52M – 149
2025
Q1 		$1.52M Buy
24,953
+747
+3% +$43.5K 0.49% 45
2024
Q4 		$1.37M Buy
+24,206
New +$1.35M 0.33% 57
2022
Q3 		– Sell
-7,952
Closed -$612K – 126
2022
Q2 		$612K Hold
7,952
– – 0.26% 76
2022
Q1 		$581K Buy
7,952
+3,526
+80% +$237K 0.18% 101
2021
Q4 		$276K Sell
4,426
-39,689
-90% -$2.33M 0.08% 170
2021
Q3 		$2.61M Sell
44,115
-631
-1% -$41.6K 0.85% 38
2021
Q2 		$2.99M Sell
44,746
-108
-0.2% -$7.04K 0.96% 36
2021
Q1 		$2.83M Sell
44,854
-2,358
-5% -$147K 1.08% 31
2020
Q4 		$2.93M Sell
47,212
-845
-2% -$52K 1.13% 33
2020
Q3 		$2.9M Sell
48,057
-785
-2% -$47.2K 1.28% 33
2020
Q2 		$2.87M Buy
48,842
+10,683
+28% +$639K 1.45% 26
2020
Q1 		$2.13M Buy
38,159
+35,316
+1,242% +$2.16M 1.65% 20
2019
Q4 		$182K Buy
+2,843
New +$163K 0.11% 100

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 Square Capital's BMY Position: Q1 2026 in Review

Jackson Square Capital opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 61,310 shares worth $3.72M. The stake represents 0.78% of the portfolio and ranks #32 among its holdings. This is a return to the name: Jackson Square Capital previously reported a position in BMY as recently as Q1 2025.

Jackson Square Capital first reported a position in BMY in Q4 2019 and has held it in 14 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Jackson Square Capital held 61,310 shares of Bristol-Myers Squibb worth $3.72M as of Q1 2026.
  • Bristol-Myers Squibb was a new Jackson Square Capital position in Q1 2026.
  • Bristol-Myers Squibb made up 0.78% of Jackson Square Capital's portfolio in Q1 2026, its #32 holding.
  • Jackson Square Capital first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 14 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Jackson Square Capital's 13F filing for Q1 2026, filed 13 Apr 2026.