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Jaffetilchin Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Jaffetilchin Investment Partners’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 		$651K Sell
10,733
-131
-1% -$7.64K 0.04% 237
2025
Q4 		$586K Sell
10,864
-884
-8% -$42.5K 0.03% 250
2025
Q3 		$530K Buy
11,748
+272
+2% +$12.7K 0.03% 274
2025
Q2 		$531K Sell
11,476
-672
-6% -$33K 0.03% 254
2025
Q1 		$741K Sell
12,148
-291
-2% -$17K 0.05% 203
2024
Q4 		$704K Buy
12,439
+2,131
+21% +$119K 0.05% 194
2024
Q3 		$533K Buy
10,308
+393
+4% +$18.4K 0.04% 217
2024
Q2 		$412K Sell
9,915
-350
-3% -$15.7K 0.04% 242
2024
Q1 		$557K Buy
10,265
+912
+10% +$46.5K 0.05% 197
2023
Q4 		$480K Sell
9,353
-8,350
-47% -$438K 0.05% 222
2023
Q3 		$1.03M Sell
17,703
-2,609
-13% -$160K 0.11% 112
2023
Q2 		$1.3M Buy
20,312
+384
+2% +$25.8K 0.14% 101
2023
Q1 		$1.38M Buy
19,928
+716
+4% +$50.5K 0.16% 107
2022
Q4 		$1.38M Sell
19,212
-421
-2% -$31.7K 0.17% 103
2022
Q3 		$1.4M Buy
19,633
+1,708
+10% +$124K 0.18% 80
2022
Q2 		$1.38M Sell
17,925
-197
-1% -$15K 0.16% 94
2022
Q1 		$1.38M Buy
18,122
+1,218
+7% +$81.8K 0.16% 88
2021
Q4 		$1.05M Sell
16,904
-2,312
-12% -$136K 0.1% 135
2021
Q3 		$1.14M Buy
19,216
+1,026
+6% +$67.6K 0.12% 118
2021
Q2 		$1.22M Buy
18,190
+6,183
+51% +$403K 0.08% 159
2021
Q1 		$758K Buy
+12,007
New +$747K 0.09% 154
2019
Q2 		– Sell
-4,264
Closed -$203K – 268
2019
Q1 		$203K Buy
4,264
+58
+1% +$2.89K 0.05% 274
2018
Q4 		$219K Buy
4,206
+70
+2% +$3.76K 0.05% 231
2018
Q3 		$257K Buy
+4,136
New +$245K 0.05% 249
2016
Q3 		– Sell
-10,128
Closed -$745K – 221
2016
Q2 		$745K Buy
+10,128
New +$716K 0.23% 63

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

Jaffetilchin Investment Partners's BMY Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Bristol-Myers Squibb (BMY) stake by 1.2% in Q1 2026, selling an estimated $7.64K and leaving 10,733 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #237.

Jaffetilchin Investment Partners first reported a position in BMY in Q2 2016 and has held it in 25 quarters since. The position peaked at $1.4M in Q3 2022. 2,522 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Jaffetilchin Investment Partners held 10,733 shares of Bristol-Myers Squibb worth $651K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 131 Bristol-Myers Squibb shares in Q1 2026, an estimated $7.64K.
  • Bristol-Myers Squibb made up 0.04% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #237 holding.
  • Jaffetilchin Investment Partners first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 25 quarters since.
  • Jaffetilchin Investment Partners's Bristol-Myers Squibb position peaked at $1.4M in Q3 2022.
  • 2,522 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.