JC
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JB Capital’s Bristol-Myers Squibb BMY Stock Holding History

JB 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 		$339K Sell
5,588
-28
-0.5% -$1.63K 0.01% 205
2025
Q4 		$303K Hold
5,616
– – 0.01% 212
2025
Q3 		$253K Buy
5,616
+37
+0.7% +$1.73K 0.01% 221
2025
Q2 		$258K Buy
5,579
+393
+8% +$19.3K 0.01% 214
2025
Q1 		$316K Sell
5,186
-479
-8% -$27.9K 0.02% 180
2024
Q4 		$320K Sell
5,665
-29
-0.5% -$1.62K 0.02% 178
2024
Q3 		$295K Sell
5,694
-6
-0.1% -$281 0.02% 183
2024
Q2 		$237K Sell
5,700
-40
-0.7% -$1.79K 0.01% 208
2024
Q1 		$311K Sell
5,740
-1,165
-17% -$59.3K 0.02% 180
2023
Q4 		$354K Buy
6,905
+140
+2% +$7.35K 0.03% 158
2023
Q3 		$393K Sell
6,765
-115
-2% -$7.05K 0.03% 129
2023
Q2 		$440K Sell
6,880
-77
-1% -$5.16K 0.04% 116
2023
Q1 		$482K Buy
6,957
+434
+7% +$30.6K 0.04% 110
2022
Q4 		$469K Buy
6,523
+29
+0.4% +$2.19K 0.05% 109
2022
Q3 		$462K Sell
6,494
-258
-4% -$18.7K 0.05% 105
2022
Q2 		$520K Buy
6,752
+27
+0.4% +$2.06K 0.06% 152
2022
Q1 		$492K Buy
6,725
+351
+6% +$23.6K 0.05% 167
2021
Q4 		$397K Sell
6,374
-302
-5% -$17.7K 0.04% 183
2021
Q3 		$395K Buy
+6,676
New +$440K 0.05% 189

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

JB Capital's BMY Position: Q1 2026 in Review

JB Capital reduced its Bristol-Myers Squibb (BMY) stake by 0.5% in Q1 2026, selling an estimated $1.63K and leaving 5,588 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #205.

JB Capital first reported a position in BMY in Q3 2021 and has held it in 19 quarters since. The position peaked at $520K in Q2 2022. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • JB Capital held 5,588 shares of Bristol-Myers Squibb worth $339K as of Q1 2026.
  • JB Capital sold 28 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.63K.
  • Bristol-Myers Squibb made up 0.01% of JB Capital's portfolio in Q1 2026, its #205 holding.
  • JB Capital first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's Bristol-Myers Squibb position peaked at $520K in Q2 2022.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.