Jacobs Levy Equity Management’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 | $47M | Sell |
774,419
-88,791
| -10% | -$5.18M | 0.2% | 120 |
|
|
2025
Q4 | $46.6M | Buy |
863,210
+787,621
| +1,042% | +$37.9M | 0.18% | 119 |
|
|
2025
Q3 | $3.41M | Buy |
75,589
+39,487
| +109% | +$1.84M | 0.01% | 492 |
|
|
2025
Q2 | $1.67M | Sell |
36,102
-111,074
| -75% | -$5.45M | 0.01% | 661 |
|
|
2025
Q1 | $8.98M | Buy |
+147,176
| New | +$8.58M | 0.04% | 357 |
|
|
2024
Q2 | – | Sell |
-25,247
| Closed | -$1.37M | – | 964 |
|
|
2024
Q1 | $1.37M | Sell |
25,247
-592,275
| -96% | -$30.2M | 0.01% | 658 |
|
|
2023
Q4 | $31.7M | Sell |
617,522
-28,140
| -4% | -$1.48M | 0.16% | 147 |
|
|
2023
Q3 | $37.5M | Buy |
645,662
+109,676
| +20% | +$6.72M | 0.22% | 106 |
|
|
2023
Q2 | $34.3M | Buy |
535,986
+174,766
| +48% | +$11.7M | 0.2% | 135 |
|
|
2023
Q1 | $25M | Buy |
361,220
+358,222
| +11,949% | +$25.3M | 0.15% | 155 |
|
|
2022
Q4 | $216K | Buy |
+2,998
| New | +$226K | ﹤0.01% | 898 |
|
|
2022
Q3 | – | Sell |
-28,526
| Closed | -$2.2M | – | 1011 |
|
|
2022
Q2 | $2.2M | Sell |
28,526
-953,073
| -97% | -$72.6M | 0.02% | 583 |
|
|
2022
Q1 | $71.7M | Sell |
981,599
-7,950
| -0.8% | -$534K | 0.48% | 46 |
|
|
2021
Q4 | $61.7M | Buy |
989,549
+878,728
| +793% | +$51.5M | 0.41% | 58 |
|
|
2021
Q3 | $6.56M | Sell |
110,821
-328,369
| -75% | -$21.6M | 0.04% | 381 |
|
|
2021
Q2 | $29.3M | Sell |
439,190
-770,404
| -64% | -$50.2M | 0.2% | 138 |
|
|
2021
Q1 | $76.4M | Buy |
1,209,594
+1,205,951
| +33,103% | +$75M | 0.59% | 35 |
|
|
2020
Q4 | $226K | Buy |
+3,643
| New | +$224K | ﹤0.01% | 954 |
|
|
2020
Q3 | – | Sell |
-10,879
| Closed | -$640K | – | 1030 |
|
|
2020
Q2 | $640K | Buy |
10,879
+3,750
| +53% | +$224K | 0.01% | 748 |
|
|
2020
Q1 | $397K | Sell |
7,129
-154,950
| -96% | -$9.47M | 0.01% | 786 |
|
|
2019
Q4 | $10.4M | Sell |
162,079
-1,098,522
| -87% | -$62.9M | 0.1% | 234 |
|
|
2019
Q3 | $63.9M | Buy |
1,260,601
+99,756
| +9% | +$4.69M | 0.78% | 14 |
|
|
2019
Q2 | $52.6M | Sell |
1,160,845
-221,194
| -16% | -$10.3M | 0.73% | 14 |
|
|
2019
Q1 | $65.9M | Buy |
1,382,039
+89,430
| +7% | +$4.45M | 0.95% | 8 |
|
|
2018
Q4 | $67.2M | Buy |
1,292,609
+433,820
| +51% | +$23.3M | 1.18% | 7 |
|
|
2018
Q3 | $53.3M | Buy |
858,789
+112,770
| +15% | +$6.69M | 0.76% | 9 |
|
|
2018
Q2 | $41.3M | Buy |
746,019
+119,430
| +19% | +$6.45M | 0.65% | 14 |
|
|
2018
Q1 | $39.6M | Buy |
626,589
+36,780
| +6% | +$2.37M | 0.66% | 9 |
|
|
2017
Q4 | $36.1M | Buy |
589,809
+571,189
| +3,068% | +$35.7M | 0.64% | 15 |
|
|
2017
Q3 | $1.19M | Buy |
18,620
+430
| +2% | +$25.1K | 0.02% | 547 |
|
|
2017
Q2 | $1.01M | Buy |
18,190
+4,490
| +33% | +$244K | 0.02% | 564 |
|
|
2017
Q1 | $745K | Sell |
13,700
-459,952
| -97% | -$25.2M | 0.02% | 605 |
|
|
2016
Q4 | $27.7M | Sell |
473,652
-443,280
| -48% | -$24.2M | 0.53% | 41 |
|
|
2016
Q3 | $49.4M | Buy |
+916,932
| New | +$58.9M | 0.88% | 11 |
|
|
2016
Q1 | – | Sell |
-515,203
| Closed | -$35.4M | – | 1107 |
|
|
2015
Q4 | $35.4M | Sell |
515,203
-291,245
| -36% | -$19.2M | 0.7% | 28 |
|
|
2015
Q3 | $47.7M | Buy |
806,448
+138,090
| +21% | +$8.76M | 0.98% | 12 |
|
|
2015
Q2 | $44.5M | Buy |
668,358
+664,158
| +15,813% | +$43.8M | 0.85% | 19 |
|
|
2015
Q1 | $271K | Sell |
4,200
-475,881
| -99% | -$29.8M | ﹤0.01% | 660 |
|
|
2014
Q4 | $28.3M | Sell |
480,081
-655,849
| -58% | -$37M | 0.49% | 55 |
|
|
2014
Q3 | $58.1M | Buy |
1,135,930
+59,800
| +6% | +$2.99M | 0.97% | 11 |
|
|
2014
Q2 | $52.2M | Buy |
1,076,130
+393,020
| +58% | +$19.4M | 0.86% | 15 |
|
|
2014
Q1 | $35.5M | Buy |
+683,110
| New | +$36.3M | 0.59% | 35 |
|
Other funds holding BMY
VCM
VPM
Jacobs Levy Equity Management's BMY Position: Q1 2026 in Review
Jacobs Levy Equity Management reduced its Bristol-Myers Squibb (BMY) stake by 10% in Q1 2026, selling an estimated $5.18M and leaving 774,419 shares worth $47M. The position accounts for 0.2% of the portfolio, ranked #120.
Jacobs Levy Equity Management first reported a position in BMY in Q1 2014 and has held it in 42 quarters since. The position peaked at $76.4M in Q1 2021. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Jacobs Levy Equity Management held 774,419 shares of Bristol-Myers Squibb worth $47M as of Q1 2026.
- Jacobs Levy Equity Management sold 88,791 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.18M.
- Bristol-Myers Squibb made up 0.2% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #120 holding.
- Jacobs Levy Equity Management first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 42 quarters since.
- Jacobs Levy Equity Management's Bristol-Myers Squibb position peaked at $76.4M in Q1 2021.
- 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.